Sundaram Financial Services Opportunities Fund Regular Plan vs Nippon India Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹6226 Cr | ₹1386 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 | 5.93% | 6.87% |
6 Month | 5.51% | 3.74% |
1 Year | 14.57% | 9.54% |
3 Year | 19.68% | 21.33% |
5 Year | 27.49% | 23.86% |
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 | 9.24% | 9.62% |
1 Year | 16.64% | 12.91% |
3 Year | 20.52% | 20.49% |
5 Year | 21.91% | 20.43% |
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 | 21.65% | 15.9% |
3 Year | 18.64% | 13.42% |
5 Year | 17.19% | 13.25% |
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 | 13.71% | 14.334% |
Sharp | 0.705% | 0.693% |
Beta | 0.887% | 0.933% |
Alpha | 6.22% | 6.306% |
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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 | 1.15 | 9.68 |
Small Cap | 13.55 | 25.26 |
Mid Cap | 16.41 | 5.9 |
Large Cap | 68.88 | 59.16 |
Sector Allocation
Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 1.15 | 5.61 |
Financial Services | 96.09 | 94.39 |
Technology | 2.76 | - |
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