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Compare Sundaram Financial Services Opportunities Fund vs Motilal Oswal BSE Financials ex Bank 30 Index Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.09 | 1.04 |
NAV | ₹102.73 | ₹17.14 |
Fund Started | 17 Apr 2008 | 14 Jul 2022 |
Fund Size | ₹1513.67 Cr | ₹22.13 Cr |
Exit Load | Exit load of 0.5% if redeemed within 30 days | Exit load-1%- If redeemed within 15 days from the date of allotment. |
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.09
1.04
NAV
₹102.73
₹17.14
Fund Started
17 Apr 2008
14 Jul 2022
Fund Size
₹1513.67 Cr
₹22.13 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit load-1%- If redeemed within 15 days from the date of allotment.
Returns
1 Year | 3.79% | 8.00% |
3 Year | 18.86% | 20.14% |
5 Year | 21.22% | - |
1 Year
3.79%
8.00%
3 Year
18.86%
20.14%
5 Year
21.22%
-
Holding Analysis
Equity | 94.60% | 99.69% |
Cash | 5.40% | 0.31% |
Equity
94.60%
99.69%
Cash
5.40%
0.31%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 19.42% |
ICICI Bank Ltd. | 11.93% |
Axis Bank Ltd. | 9.94% |
State Bank of India | 5.78% |
Bajaj Finserv Ltd. | 4.53% |
Shriram Finance Ltd | 4.42% |
CSB Bank Ltd. | 4.03% |
PNB Housing Finance Ltd. | 3.90% |
Bank Of Baroda | 3.77% |
Ujjivan Small Finance Bank Ltd. | 3.59% |
Name | Assets |
|---|---|
Bajaj Finance Ltd. | 15.86% |
Bajaj Finserv Ltd. | 7.98% |
JIO Financial Services Ltd. | 6.57% |
Shriram Finance Ltd | 5.93% |
HDFC Life Insurance Co Ltd. | 5.64% |
SBI Life Insurance Company Ltd. | 5.58% |
Cholamandalam Investment and Finance Company Ltd. | 4.68% |
Power Finance Corporation Ltd. | 4.12% |
PB Fintech Ltd. | 3.94% |
HDFC Asset Management Company Ltd. | 3.84% |
Fund Manager
Name | Rohit Seksaria | Swapnil P Mayekar |
Start Date | 02 Jul 2025 | 05 Jun 2025 |
Name
Rohit Seksaria
Swapnil P Mayekar
Start Date
02 Jul 2025
05 Jun 2025
About Fund
Description | 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. | The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by S&P BSE Financials ex Bank 30 Index, subject to tracking error. |
Launch Date | 17 Apr 2008 | 14 Jul 2022 |
Description
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.
The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by S&P BSE Financials ex Bank 30 Index, subject to tracking error.
Launch Date
17 Apr 2008
14 Jul 2022