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Compare Bandhan Financial Services Fund vs Sundaram Financial Services Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.16 | 2.09 |
NAV | ₹15.16 | ₹107.03 |
Fund Started | 10 Jul 2023 | 17 Apr 2008 |
Fund Size | ₹1039.30 Cr | ₹1547.94 Cr |
Exit Load | Exit load of 0.5%, if redeemed within 30 days. | Exit load of 0.5% if redeemed within 30 days |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.16
2.09
NAV
₹15.16
₹107.03
Fund Started
10 Jul 2023
17 Apr 2008
Fund Size
₹1039.30 Cr
₹1547.94 Cr
Exit Load
Exit load of 0.5%, if redeemed within 30 days.
Exit load of 0.5% if redeemed within 30 days
Returns
1 Year | 14.84% | 8.49% |
3 Year | - | 26.18% |
5 Year | - | 24.82% |
1 Year
14.84%
8.49%
3 Year
-
26.18%
5 Year
-
24.82%
Holding Analysis
Equity | 95.14% | 93.70% |
Cash | 4.83% | 5.34% |
Equity
95.14%
93.70%
Cash
4.83%
5.34%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 19.85% |
ICICI Bank Ltd. | 16.08% |
Axis Bank Ltd. | 9.22% |
Kotak Mahindra Bank Ltd. | 4.22% |
Bajaj Finance Ltd. | 3.75% |
Cholamandalam Investment and Finance Company Ltd. | 3.70% |
Shriram Finance Ltd | 3.42% |
Max Financial Services Ltd. | 3.06% |
JIO Financial Services Ltd. | 2.53% |
PB Fintech Ltd. | 2.02% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 19.17% |
ICICI Bank Ltd. | 12.51% |
Axis Bank Ltd. | 9.70% |
State Bank of India | 5.27% |
PNB Housing Finance Ltd. | 4.61% |
Shriram Finance Ltd | 4.48% |
Bajaj Finserv Ltd. | 4.14% |
CSB Bank Ltd. | 3.88% |
DCB Bank Ltd. | 3.70% |
Indusind Bank Ltd. | 3.63% |
Fund Manager
Name | Nishita Shah | Rohit Seksaria |
Start Date | 24 May 2023 | 01 Jan 2022 |
Name
Nishita Shah
Rohit Seksaria
Start Date
24 May 2023
01 Jan 2022
About Fund
Description | The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of companies engaged in financial services | The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services. |
Launch Date | 10 Jul 2023 | 17 Apr 2008 |
Description
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of companies engaged in financial services
The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.
Launch Date
10 Jul 2023
17 Apr 2008