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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 | 2.33 | 2.09 |
NAV | ₹17.54 | ₹107.03 |
Fund Started | 01 Jun 2023 | 17 Apr 2008 |
Fund Size | ₹608.05 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
-
4.0
Min SIP Amount
₹1000
₹100
Expense Ratio
2.33
2.09
NAV
₹17.54
₹107.03
Fund Started
01 Jun 2023
17 Apr 2008
Fund Size
₹608.05 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 | 2.97% | 8.18% |
3 Year | - | 26.73% |
5 Year | - | 24.99% |
1 Year
2.97%
8.18%
3 Year
-
26.73%
5 Year
-
24.99%
Holding Analysis
Equity | 99.41% | 93.70% |
Cash | -3.00% | 5.34% |
Equity
99.41%
93.70%
Cash
-3.00%
5.34%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Life Insurance Corporation of India | 10.53% |
JIO Financial Services Ltd. | 10.23% |
PB Fintech Ltd. | 9.70% |
Piramal Enterprises Ltd. | 9.61% |
HDFC Life Insurance Co Ltd. | 9.53% |
RBL Bank Ltd. | 8.86% |
LIC Housing Finance Ltd. | 7.80% |
SBI Cards And Payment Services Ltd. | 7.70% |
State Bank of India | 5.95% |
Canara Bank | 4.51% |
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 | Ankit A Pande | Rohit Seksaria |
Start Date | 11 May 2020 | 29 Aug 2018 |
Name
Ankit A Pande
Rohit Seksaria
Start Date
11 May 2020
29 Aug 2018
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