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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) | ₹164 Cr | ₹1548 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 | -2.29% | -5.55% |
| 6 Month | 13.05% | 10.44% |
| 1 Year | 11.1% | 5.27% |
| 3 Year | - | 17.54% |
| 5 Year | - | 22.67% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.27% | -0.46% |
| 1 Year | 12.55% | 4.21% |
| 3 Year | - | 13.81% |
| 5 Year | - | 16.01% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.02% | 15.12% |
| 3 Year | - | 13.93% |
| 5 Year | - | 13.41% |
Risk Management
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.72% |
| Sharp | - | 1.00% |
| Beta | - | 0.88% |
| Alpha | - | 6.96% |
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 | 0.38 | 10.12 |
| Large Cap | 84.73 | 63.77 |
| Mid Cap | 14.89 | 3.87 |
| Small Cap | - | 22.23 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Bank Index Fund - Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.38 | 4.96 |
| Financial Services | 99.62 | 95.04 |
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