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Compare Taurus Banking & 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 | 2.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.43 | 2.1 |
NAV | ₹54.77 | ₹103.56 |
Fund Started | 02 May 2012 | 17 Apr 2008 |
Fund Size | ₹11.72 Cr | ₹1524.15 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 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
2.43
2.1
NAV
₹54.77
₹103.56
Fund Started
02 May 2012
17 Apr 2008
Fund Size
₹11.72 Cr
₹1524.15 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.5% if redeemed within 30 days
Returns
1 Year | 13.81% | 13.59% |
3 Year | 18.71% | 23.09% |
5 Year | 20.91% | 24.78% |
1 Year
13.81%
13.59%
3 Year
18.71%
23.09%
5 Year
20.91%
24.78%
Holding Analysis
Equity | 97.49% | 93.63% |
Cash | 2.51% | 5.41% |
Equity
97.49%
93.63%
Cash
2.51%
5.41%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 21.54% |
HDFC Bank Ltd. | 21.26% |
Axis Bank Ltd. | 11.46% |
State Bank of India | 10.28% |
Kotak Mahindra Bank Ltd. | 8.88% |
CreditAccess Grameen Ltd. | 3.11% |
Bajaj Holdings & Investment Ltd. | 3.06% |
Union Bank of India | 2.51% |
The New India Assurance Company Ltd. | 2.03% |
JIO Financial Services Ltd. | 1.95% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 19.27% |
ICICI Bank Ltd. | 12.54% |
Axis Bank Ltd. | 9.79% |
State Bank of India | 5.19% |
Shriram Finance Ltd | 4.36% |
PNB Housing Finance Ltd. | 4.34% |
Ujjivan Small Finance Bank Ltd. | 4.30% |
Bajaj Finserv Ltd. | 4.07% |
CSB Bank Ltd. | 3.81% |
Bank Of Baroda | 3.62% |
Fund Manager
Name | Anuj Kapil | Rohit Seksaria |
Start Date | 07 Aug 2023 | 01 Jan 2022 |
Name
Anuj Kapil
Rohit Seksaria
Start Date
07 Aug 2023
01 Jan 2022
About Fund
Description | The scheme seeks to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form part of the BFSI Sector. | 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 | 02 May 2012 | 17 Apr 2008 |
Description
The scheme seeks to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form part of the BFSI Sector.
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
02 May 2012
17 Apr 2008