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) | ₹1386 Cr | ₹214 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 | 2.42 |
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 | 0.72% | 1.26% |
6 Month | 8.77% | 9.01% |
1 Year | 11.94% | 17.43% |
3 Year | 24.08% | 21.25% |
5 Year | 27.68% | 24.34% |
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 | 9.95% | 8.94% |
1 Year | 16.03% | 19.72% |
3 Year | 20.48% | 20.07% |
5 Year | 20.11% | 17.84% |
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 | 15.9% | 11.92% |
3 Year | 13.42% | 11.91% |
5 Year | 13.25% | 11.57% |
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 | 14.334% | 15.28% |
Sharp | 0.693% | 0.82% |
Beta | 0.933% | 0.95% |
Alpha | 6.306% | 1.3% |
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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 | 9.68 | 2.14 |
Small Cap | 25.26 | 8.85 |
Large Cap | 59.16 | 79.22 |
Mid Cap | 5.9 | 9.79 |
Sector Allocation
Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Others | 5.61 | 2.14 |
Financial Services | 94.39 | - |
Capital Markets | - | 7.07 |
Finance | - | 16.61 |
Banks | - | 67.94 |
Insurance | - | 4.83 |
Financial Technology (Fintech) | - | 1.41 |
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