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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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