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 | 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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