Sundaram Financial Services Opportunities Fund Regular Plan vs Mirae Asset Banking and Financial Services Fund Regular Growth compare
Mirae Asset Banking and Financial Services Fund Regular Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1822 Cr | ₹1386 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 Dec 2020 | 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 | 30% | 58% |
| Expense Ratio | 2.05 | 2.11 |
| Manager | Gaurav Kochar | Rohit Seksaria |
| ISIN Code | INF769K01GU5 | INF903J01629 |
| Exits Load | If redeemed within 1 year (365 days) from the date of allotment: 1%. If redeemed after 1 year (365 days) from the date of allotment: NIL./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.27% | 0.99% |
| 6 Month | 13.34% | 14.76% |
| 1 Year | 22.1% | 30.95% |
| 3 Year | 15.32% | 19.35% |
| 5 Year | - | 18.89% |
| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.68% | 12.5% |
| 3 Year | 29.65% | 40.26% |
| 5 Year | 34.78% | 71.75% |
| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.64% | 21.17% |
| 3 Year | 39.79% | 57.22% |
| 5 Year | 42.39% | 81.29% |
| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.7% | 14.56% |
| Sharp | 0.7% | 0.9% |
| Beta | 0.92% | 0.9% |
| Alpha | 4.02% | 6.92% |
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| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Gaurav Kochar | Rohit Seksaria |
| Total AUM | ₹1507 Cr | ₹0 Cr |
| Fund Manage | 1 | 15 |
| Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Scheme Name |
Mirae Asset Banking and Financial Services Fund Regular Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Large Cap | 67.14 | 71.45 |
| Mid Cap | 14.14 | 3.32 |
| Small Cap | 16.58 | 19.74 |
| Others | 2.13 | 5.48 |
| Scheme Name |
Mirae Asset Banking and Financial Services Fund Regular Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Financial | 94.35 | 92.18 |
| Insurance | 4.37 | 2.71 |
| Services | 0.71 | - |
| Others | 0.56 | 3.12 |
| Unclassified | - | 1.98 |
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