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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) | ₹157 Cr | ₹1514 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 | 3.23% | 2.39% |
| 6 Month | 11.37% | 7.68% |
| 1 Year | 10.49% | 4.28% |
| 3 Year | - | 19.37% |
| 5 Year | - | 21.71% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.73% | -0.22% |
| 1 Year | 16.06% | 10.41% |
| 3 Year | - | 14% |
| 5 Year | - | 15.72% |
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% | 14.82% |
| 3 Year | - | 14.08% |
| 5 Year | - | 13.47% |
Risk Management
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.09% |
| Sharp | - | 0.86% |
| Beta | - | 0.90% |
| Alpha | - | 6.42% |
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 | 0.31 | 10.08 |
| Large Cap | 84.8 | 65.22 |
| Mid Cap | 14.89 | 2.96 |
| Small Cap | - | 21.74 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Bank Index Fund - Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.31 | 4.97 |
| Financial Services | 99.69 | 95.03 |
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