Sundaram Financial Services Opportunities Fund Regular Plan vs Baroda BNP Paribas Banking and Financial Services Fund compare
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Chart Comparison
Overview
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Fund | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1460 Cr | ₹295 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 10 Jun 2008 | 22 Jun 2012 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
Turn Over | 58% | 82% |
Expense Ratio | 2.14 | 2.41 |
Manager | Rohit Seksaria | Miten Vora |
ISIN Code | INF903J01629 | INF955L01856 |
Exits Load | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
1 Month | 0.17% | 0.77% |
6 Month | 11.72% | 14.16% |
1 Year | -0.12% | 9.96% |
3 Year | 16.43% | 15.08% |
5 Year | 22.15% | 19.78% |
SIP Return Analysis
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
6 Month | -1.6% | 1.12% |
1 Year | 6.26% | 12.84% |
3 Year | 13.38% | 16.32% |
5 Year | 15.49% | 15.21% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
1 Year | 15.12% | 12.37% |
3 Year | 13.93% | 12.22% |
5 Year | 13.41% | 11.7% |
Risk Management
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Standard Deviation | 13.28% | 15.28% |
Sharp | 0.69% | 0.71% |
Beta | 0.91% | 0.95% |
Alpha | 5.82% | 1.76% |
Fund Managers
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Name | Rohit Seksaria | Miten Vora |
Total AUM | ₹0 Cr | ₹6478 Cr |
Funds Managed | 15 | 6 |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
Market Cap
Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Others | 10.12 | 8.06 |
Small Cap | 22.23 | 10.12 |
Large Cap | 63.77 | 69.13 |
Mid Cap | 3.87 | 12.69 |
Sector Allocation
Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Others | 4.96 | 3.81 |
Financial Services | 95.04 | 94.79 |
Technology | - | 1.4 |
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