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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) | ₹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 | 1.16% | 1.87% |
| 6 Month | 3.29% | 4.79% |
| 1 Year | 10.92% | 9.44% |
| 3 Year | - | 25.74% |
| 5 Year | - | 25.25% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.73% | 10.62% |
| 1 Year | 16.98% | 17.06% |
| 3 Year | - | 19.48% |
| 5 Year | - | 19.53% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.35% | 15.39% |
| 3 Year | - | 13.68% |
| 5 Year | - | 13.35% |
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% |
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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 |
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