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Compare Motilal Oswal Nifty Bank Index 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 | 2.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 0.99 | 2.1 |
NAV | ₹19.92 | ₹104.45 |
Fund Started | 19 Aug 2019 | 17 Apr 2008 |
Fund Size | ₹642.44 Cr | ₹1547.94 Cr |
Exit Load | Exit load of 1% if redeemed within 15 days. | Exit load of 0.5% if redeemed within 30 days |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
0.99
2.1
NAV
₹19.92
₹104.45
Fund Started
19 Aug 2019
17 Apr 2008
Fund Size
₹642.44 Cr
₹1547.94 Cr
Exit Load
Exit load of 1% if redeemed within 15 days.
Exit load of 0.5% if redeemed within 30 days
Returns
1 Year | 8.21% | 6.89% |
3 Year | 19.52% | 26.68% |
5 Year | 20.80% | 24.25% |
1 Year
8.21%
6.89%
3 Year
19.52%
26.68%
5 Year
20.80%
24.25%
Holding Analysis
Equity | 99.99% | 93.67% |
Cash | 0.01% | 5.34% |
Equity
99.99%
93.67%
Cash
0.01%
5.34%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 27.82% |
ICICI Bank Ltd. | 25.17% |
Axis Bank Ltd. | 8.40% |
State Bank of India | 8.29% |
Kotak Mahindra Bank Ltd. | 7.54% |
Indusind Bank Ltd. | 4.01% |
The Federal Bank Ltd. | 3.69% |
Bank Of Baroda | 3.44% |
IDFC First Bank Ltd. | 3.14% |
AU Small Finance Bank Ltd. | 2.90% |
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 | Swapnil P Mayekar | Rohit Seksaria |
Start Date | 14 Jul 2022 | 01 Jan 2022 |
Name
Swapnil P Mayekar
Rohit Seksaria
Start Date
14 Jul 2022
01 Jan 2022
About Fund
Description | The Scheme seeks investment return that corresponds to the performance of Nifty Bank Index subject to tracking error. | 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 | 19 Aug 2019 | 17 Apr 2008 |
Description
The Scheme seeks investment return that corresponds to the performance of Nifty Bank Index subject to tracking error.
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
19 Aug 2019
17 Apr 2008