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Compare Quant BFSI 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 | ₹1000 | ₹100 |
Expense Ratio | 2.39 | 2.15 |
NAV | ₹15.60 | ₹101.81 |
Fund Started | 01 Jun 2023 | 17 Apr 2008 |
Fund Size | ₹560.08 Cr | ₹1415.22 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
-
4.0
Min SIP Amount
₹1000
₹100
Expense Ratio
2.39
2.15
NAV
₹15.60
₹101.81
Fund Started
01 Jun 2023
17 Apr 2008
Fund Size
₹560.08 Cr
₹1415.22 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 | -5.02% | 11.55% |
3 Year | - | 21.24% |
5 Year | - | 26.22% |
1 Year
-5.02%
11.55%
3 Year
-
21.24%
5 Year
-
26.22%
Holding Analysis
Equity | 96.59% | 95.73% |
Cash | -3.13% | 3.24% |
Equity
96.59%
95.73%
Cash
-3.13%
3.24%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bajaj Finserv Ltd. | 10.38% |
JIO Financial Services Ltd. | 9.53% |
SBI Cards And Payment Services Ltd. | 9.01% |
Piramal Enterprises Ltd. | 8.66% |
Life Insurance Corporation of India | 8.17% |
RBL Bank Ltd. | 7.84% |
Reliance Industries Ltd. | 7.80% |
HDFC Life Insurance Co Ltd. | 7.67% |
Bajaj Finance Ltd. | 6.53% |
Housing & Urban Development Corporation Ltd. | 5.46% |
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 | Ankit A Pande | Rohit Seksaria |
Start Date | 11 May 2020 | 01 Jan 2022 |
Name
Ankit A Pande
Rohit Seksaria
Start Date
11 May 2020
01 Jan 2022
About Fund
Description | The scheme seeks to generate consistent returns by investing in equity and equity related instruments of banking and 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 | 01 Jun 2023 | 17 Apr 2008 |
Description
The scheme seeks to generate consistent returns by investing in equity and equity related instruments of banking and 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
01 Jun 2023
17 Apr 2008