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Sundaram Financial Services Opportunities Fund Regular Plan vs Baroda BNP Paribas Banking and Financial Services Fund compare

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

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tortoise-icon Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

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Chart Comparison

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

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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