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Compare Mirae Asset Banking and 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 | 3.0 | 5.0 |
Min SIP Amount | ₹99 | ₹100 |
Expense Ratio | 2.05 | 2.12 |
NAV | ₹19.31 | ₹99.46 |
Fund Started | 25 Nov 2020 | 17 Apr 2008 |
Fund Size | ₹1857.40 Cr | ₹1449.84 Cr |
Exit Load | Exit load of 1% if redeemed within one year. | Exit load of 0.5% if redeemed within 30 days |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹99
₹100
Expense Ratio
2.05
2.12
NAV
₹19.31
₹99.46
Fund Started
25 Nov 2020
17 Apr 2008
Fund Size
₹1857.40 Cr
₹1449.84 Cr
Exit Load
Exit load of 1% if redeemed within one year.
Exit load of 0.5% if redeemed within 30 days
Returns
1 Year | 18.08% | 13.58% |
3 Year | 15.32% | 18.26% |
5 Year | - | 15.67% |
1 Year
18.08%
13.58%
3 Year
15.32%
18.26%
5 Year
-
15.67%
Holding Analysis
Equity | 99.52% | 94.89% |
Cash | 0.48% | 4.12% |
Equity
99.52%
94.89%
Cash
0.48%
4.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 16.93% |
ICICI Bank Ltd. | 16.87% |
State Bank of India | 8.31% |
Axis Bank Ltd. | 6.83% |
The Federal Bank Ltd. | 5.88% |
Bajaj Finance Ltd. | 3.94% |
India Shelter Finance Corporation Ltd. | 3.90% |
Kotak Mahindra Bank Ltd. | 2.57% |
Shriram Finance Ltd | 2.52% |
SBI Life Insurance Company Ltd. | 2.42% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 13.67% |
ICICI Bank Ltd. | 13.32% |
Axis Bank Ltd. | 8.90% |
Bajaj Finance Ltd. | 5.30% |
State Bank of India | 5.12% |
Shriram Finance Ltd | 3.71% |
Bank Of Baroda | 3.64% |
PNB Housing Finance Ltd. | 3.51% |
CSB Bank Ltd. | 3.49% |
Ujjivan Small Finance Bank Ltd. | 3.37% |
Fund Manager
Name | Gaurav Kochar | Rohit Seksaria |
Start Date | 25 Nov 2020 | 01 Jan 2022 |
Name
Gaurav Kochar
Rohit Seksaria
Start Date
25 Nov 2020
01 Jan 2022
About Fund
Description | The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services 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 | 25 Nov 2020 | 17 Apr 2008 |
Description
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services 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
25 Nov 2020
17 Apr 2008
