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Nippon India Nifty Bank Index Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Nippon India Nifty Bank Index Fund - Reg (G)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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) | ₹177 Cr | ₹1601 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 | 3.29% | 1.86% |
| 6 Month | 7.41% | 5.23% |
| 1 Year | 11.37% | 9.85% |
| 3 Year | - | 17.42% |
| 5 Year | - | 18.12% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.59% | 5.98% |
| 1 Year | 24.6% | 20.37% |
| 3 Year | - | 16.24% |
| 5 Year | - | 17.02% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.64% | 14.58% |
| 3 Year | - | 14.38% |
| 5 Year | - | 13.56% |
Risk Management
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.56% |
| Sharp | - | 0.91% |
| Beta | - | 0.96% |
| Alpha | - | 3.26% |
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 | 0.03 | 4.34 |
| Large Cap | 84.01 | 66.51 |
| Mid Cap | 15.96 | 8.34 |
| Small Cap | - | 20.81 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Bank Index Fund - Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.03 | 4.34 |
| Financial Services | 99.97 | - |
| Capital Markets | - | 1.71 |
| Finance | - | 21.57 |
| Banks | - | 69.44 |
| Financial Technology (Fintech) | - | 0.59 |
| Insurance | - | 2.35 |
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