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Sundaram Financial Services Opportunities Fund Regular Plan vs Nippon India Banking and Financial Services Fund compare

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tortoise-icon Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

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

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Chart Comparison

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

Overview

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹7222 Cr ₹1548 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 26 May 2003 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Financial Services TRI
Turn Over 38% 58%
Expense Ratio 1.88 2.14
Manager Vinay Sharma Rohit Seksaria
ISIN Code INF204K01927 INF903J01629
Exits Load Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -0.96% -3.38%
6 Month 13.84% 11.27%
1 Year 12.09% 4.96%
3 Year 18.8% 18.14%
5 Year 25.59% 22.31%

SIP Return Analysis

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 2.69% -0.46%
1 Year 11.79% 4.21%
3 Year 16.36% 13.81%
5 Year 18.22% 16.01%

Rolling Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 20.81% 15.12%
3 Year 18.73% 13.93%
5 Year 17.32% 13.41%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 11.84% 12.72%
Sharp 1.02% 1.00%
Beta 0.81% 0.88%
Alpha 6.74% 6.96%

Fund Managers

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Vinay Sharma Rohit Seksaria
Total AUM ₹14183 Cr ₹0 Cr
Funds Managed 3 15
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 4.51 10.12
Small Cap 12.8 22.23
Mid Cap 17.81 3.87
Large Cap 64.88 63.77

Sector Allocation

Scheme Name

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 1.45 4.96
Financial Services 95.68 95.04
Technology 2.86 -

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