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Compare Motilal Oswal S&P BSE Financials ex Bank 30 Index 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 | - | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.01 | 2.14 |
NAV | ₹14.52 | ₹90.54 |
Fund Started | 14 Jul 2022 | 17 Apr 2008 |
Fund Size | ₹17.64 Cr | ₹1385.95 Cr |
Exit Load | Exit load-1%- If redeemed within 15 days from the date of allotment. | Exit load of 0.5% if redeemed within 30 days |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.01
2.14
NAV
₹14.52
₹90.54
Fund Started
14 Jul 2022
17 Apr 2008
Fund Size
₹17.64 Cr
₹1385.95 Cr
Exit Load
Exit load-1%- If redeemed within 15 days from the date of allotment.
Exit load of 0.5% if redeemed within 30 days
Returns
1 Year | 8.19% | 5.82% |
3 Year | - | 15.14% |
5 Year | - | 13.57% |
1 Year
8.19%
5.82%
3 Year
-
15.14%
5 Year
-
13.57%
Holding Analysis
Equity | 100.01% | 95.08% |
Cash | -0.01% | 3.91% |
Equity
100.01%
95.08%
Cash
-0.01%
3.91%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bajaj Finance Ltd. | 17.40% |
Bajaj Finserv Ltd. | 7.47% |
JIO Financial Services Ltd. | 6.33% |
Shriram Finance Ltd | 5.99% |
HDFC Life Insurance Co Ltd. | 5.44% |
SBI Life Insurance Company Ltd. | 5.30% |
Power Finance Corporation Ltd. | 4.86% |
PB Fintech Ltd. | 4.49% |
REC Ltd. | 4.41% |
Cholamandalam Investment and Finance Company Ltd. | 4.28% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 14.33% |
ICICI Bank Ltd. | 13.97% |
Axis Bank Ltd. | 9.41% |
Bajaj Finance Ltd. | 5.95% |
State Bank of India | 4.94% |
Indusind Bank Ltd. | 4.05% |
CSB Bank Ltd. | 3.62% |
Bank Of Baroda | 3.62% |
PNB Housing Finance Ltd. | 3.52% |
Ujjivan Small Finance Bank Ltd. | 3.46% |
Fund Manager
Name | Swapnil P Mayekar | Rohit Seksaria |
Start Date | 14 Jul 2022 | 01 Jan 2022 |
Name
Swapnil P Mayekar
Rohit Seksaria
Start Date
14 Jul 2022
01 Jan 2022
About Fund
Description | 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. | 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 | 14 Jul 2022 | 17 Apr 2008 |
Description
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.
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
14 Jul 2022
17 Apr 2008
