Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Nifty Bank Index Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Nippon India Nifty Bank Index Fund - Reg (G)

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹131 Cr ₹1386 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 22 Feb 2024 10 Jun 2008
Category Index Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Bank TRI Nifty Financial Services TRI
Turn Over % 58%
Expense Ratio 0.79 2.14
Manager Himanshu Mange Rohit Seksaria
ISIN Code INF204KC1BV8 INF903J01629
Exits Load Data not available./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 Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 6.69% 6.87%
6 Month 5.78% 3.74%
1 Year 11.42% 9.54%
3 Year - 21.33%
5 Year - 23.86%

SIP Return Analysis

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 8.52% 9.62%
1 Year 13.75% 12.91%
3 Year - 20.49%
5 Year - 20.43%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year - 15.9%
3 Year - 13.42%
5 Year - 13.25%

Risk Management

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 14.334%
Sharp - 0.693%
Beta - 0.933%
Alpha - 6.306%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Himanshu Mange Rohit Seksaria
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 10 15
Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Nifty Bank Index Fund - Reg (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.3 9.68
Large Cap 84.02 59.16
Mid Cap 15.68 5.9
Small Cap - 25.26

Sector Allocation

Scheme Name

Nippon India Nifty Bank Index Fund - Reg (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.3 5.61
Financial Services 99.7 94.39

Top Comparisons

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.83%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.83%

Compare Now

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns18.28%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns12.96%

Compare Now

Kotak Healthcare Fund - Regular (G) Kotak Healthcare Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

3Y Returns18.55%

Compare Now

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns7.48%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.6%

Compare Now
Add to Cart Successfully