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Compare Baroda BNP Paribas Banking and 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 | 3.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.41 | 2.1 |
NAV | ₹47.87 | ₹105.05 |
Fund Started | 01 Jun 2012 | 17 Apr 2008 |
Fund Size | ₹271.44 Cr | ₹1547.94 Cr |
Exit Load | Exit load of 1%, if redeemed within 30 days. | Exit load of 0.5% if redeemed within 30 days |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.41
2.1
NAV
₹47.87
₹105.05
Fund Started
01 Jun 2012
17 Apr 2008
Fund Size
₹271.44 Cr
₹1547.94 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 0.5% if redeemed within 30 days
Returns
1 Year | 14.84% | 7.05% |
3 Year | 23.04% | 25.98% |
5 Year | 20.53% | 23.57% |
1 Year
14.84%
7.05%
3 Year
23.04%
25.98%
5 Year
20.53%
23.57%
Holding Analysis
Equity | 96.13% | 93.70% |
Cash | 0.27% | 5.34% |
Equity
96.13%
93.70%
Cash
0.27%
5.34%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 24.82% |
ICICI Bank Ltd. | 20.03% |
Axis Bank Ltd. | 6.37% |
State Bank of India | 4.49% |
Kotak Mahindra Bank Ltd. | 4.43% |
Bajaj Finance Ltd. | 4.05% |
Bajaj Finserv Ltd. | 3.72% |
HDFC Asset Management Company Ltd. | 3.00% |
City Union Bank Ltd. | 2.34% |
BSE Ltd. | 1.92% |
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 | Miten Vora | Rohit Seksaria |
Start Date | 01 Dec 2022 | 01 Jan 2022 |
Name
Miten Vora
Rohit Seksaria
Start Date
01 Dec 2022
01 Jan 2022
About Fund
Description | The scheme aims to provide long term capital appreciation by investing in equity and equity related securities of companies engaged in banking & financial services sector which are expected to show sustained growth & generate better performance. | 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 | 01 Jun 2012 | 17 Apr 2008 |
Description
The scheme aims to provide long term capital appreciation by investing in equity and equity related securities of companies engaged in banking & financial services sector which are expected to show sustained growth & generate better performance.
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
01 Jun 2012
17 Apr 2008