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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 | 2.1 |
NAV | ₹14.94 | ₹106.06 |
Fund Started | 10 Jul 2023 | 17 Apr 2008 |
Fund Size | ₹1085.82 Cr | ₹1604.71 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
2.1
NAV
₹14.94
₹106.06
Fund Started
10 Jul 2023
17 Apr 2008
Fund Size
₹1085.82 Cr
₹1604.71 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 | 12.05% | 6.48% |
3 Year | - | 24.57% |
5 Year | - | 23.75% |
1 Year
12.05%
6.48%
3 Year
-
24.57%
5 Year
-
23.75%
Holding Analysis
Equity | 95.19% | 94.93% |
Cash | 4.80% | 4.14% |
Equity
95.19%
94.93%
Cash
4.80%
4.14%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 18.98% |
ICICI Bank Ltd. | 14.83% |
Axis Bank Ltd. | 8.51% |
Kotak Mahindra Bank Ltd. | 3.94% |
Cholamandalam Investment and Finance Company Ltd. | 3.45% |
Bajaj Finance Ltd. | 3.36% |
Shriram Finance Ltd | 3.33% |
Max Financial Services Ltd. | 3.21% |
JIO Financial Services Ltd. | 2.58% |
PB Fintech Ltd. | 1.92% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 19.03% |
ICICI Bank Ltd. | 12.07% |
Axis Bank Ltd. | 9.41% |
State Bank of India | 5.13% |
Shriram Finance Ltd | 4.78% |
PNB Housing Finance Ltd. | 4.72% |
Bajaj Finserv Ltd. | 4.38% |
CSB Bank Ltd. | 4.04% |
Ujjivan Small Finance Bank Ltd. | 3.58% |
DCB Bank Ltd. | 3.52% |
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