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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 | 2.22 | 2.15 |
NAV | ₹14.17 | ₹101.40 |
Fund Started | 10 Jul 2023 | 17 Apr 2008 |
Fund Size | ₹967.14 Cr | ₹1415.22 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
2.22
2.15
NAV
₹14.17
₹101.40
Fund Started
10 Jul 2023
17 Apr 2008
Fund Size
₹967.14 Cr
₹1415.22 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 | 15.71% | 11.22% |
3 Year | - | 22.98% |
5 Year | - | 25.82% |
1 Year
15.71%
11.22%
3 Year
-
22.98%
5 Year
-
25.82%
Holding Analysis
Equity | 89.99% | 95.73% |
Cash | 9.96% | 3.24% |
Equity
89.99%
95.73%
Cash
9.96%
3.24%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 19.66% |
ICICI Bank Ltd. | 15.46% |
Axis Bank Ltd. | 9.42% |
Kotak Mahindra Bank Ltd. | 4.75% |
Bajaj Finance Ltd. | 4.39% |
Cholamandalam Investment and Finance Company Ltd. | 3.81% |
Shriram Finance Ltd | 2.78% |
Max Financial Services Ltd. | 2.37% |
JIO Financial Services Ltd. | 2.16% |
SBI Cards And Payment Services Ltd. | 2.01% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 19.71% |
ICICI Bank Ltd. | 12.76% |
Axis Bank Ltd. | 9.81% |
State Bank of India | 5.47% |
Shriram Finance Ltd | 4.80% |
Bajaj Finserv Ltd. | 4.51% |
PNB Housing Finance Ltd. | 4.08% |
Ujjivan Small Finance Bank Ltd. | 3.74% |
CSB Bank Ltd. | 3.63% |
Bank Of Baroda | 3.57% |
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