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Nippon India Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

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tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6226 Cr ₹1386 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 26 May 2003 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Financial Services TRI
Turn Over 38% 58%
Expense Ratio 1.88 2.14
Manager Vinay Sharma Rohit Seksaria
ISIN Code INF204K01927 INF903J01629
Exits Load Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 5.93% 6.87%
6 Month 5.51% 3.74%
1 Year 14.57% 9.54%
3 Year 19.68% 21.33%
5 Year 27.49% 23.86%

SIP Return Analysis

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 9.24% 9.62%
1 Year 16.64% 12.91%
3 Year 20.52% 20.49%
5 Year 21.91% 20.43%

Rolling Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 21.65% 15.9%
3 Year 18.64% 13.42%
5 Year 17.19% 13.25%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 13.71% 14.334%
Sharp 0.705% 0.693%
Beta 0.887% 0.933%
Alpha 6.22% 6.306%

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Fund Managers

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Vinay Sharma Rohit Seksaria
Total AUM ₹14183 Cr ₹0 Cr
Funds Managed 3 15
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 1.15 9.68
Small Cap 13.55 25.26
Mid Cap 16.41 5.9
Large Cap 68.88 59.16

Sector Allocation

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 1.15 5.61
Financial Services 96.09 94.39
Technology 2.76 -

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