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Sundaram Financial Services Opportunities Fund Regular Plan vs Bandhan Financial Services Fund compare

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tortoise-icon Bandhan Financial Services Fund - Regular (G)

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

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Chart Comparison

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

Overview

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1086 Cr ₹1605 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Jul 2023 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over % 58%
Expense Ratio 2.23 2.14
Manager Manish Gunwani Rohit Seksaria
ISIN Code INF194KB1GE6 INF903J01629
Exits Load Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./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 Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -4.31% -5.29%
6 Month 10.79% 8.93%
1 Year 8.61% 2.84%
3 Year - 19.15%
5 Year - 23.11%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 5.5% 4.56%
1 Year 13.84% 12.83%
3 Year - 17.7%
5 Year - 18.47%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 17.44% 15.12%
3 Year - 13.93%
5 Year - 13.41%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 13.94%
Sharp - 1.31%
Beta - 0.90%
Alpha - 7.91%

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Fund Managers

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Manish Gunwani Rohit Seksaria
Total AUM ₹8731 Cr ₹0 Cr
Funds Managed 4 15
Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 12.41 10.48
Mid Cap 15.67 4.02
Large Cap 58.31 62.69
Small Cap 13.62 22.82

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 5.72 5.69
Financial Services 92.42 94.31
Technology 1.86 -

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