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Compare Motilal Oswal Nifty Bank 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 | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1 | 2.14 |
NAV | ₹17.80 | ₹94.60 |
Fund Started | 19 Aug 2019 | 17 Apr 2008 |
Fund Size | ₹585.68 Cr | ₹1424.32 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
2.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1
2.14
NAV
₹17.80
₹94.60
Fund Started
19 Aug 2019
17 Apr 2008
Fund Size
₹585.68 Cr
₹1424.32 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 | 9.37% | 7.41% |
3 Year | 9.52% | 16.78% |
5 Year | 9.41% | 14.34% |
1 Year
9.37%
7.41%
3 Year
9.52%
16.78%
5 Year
9.41%
14.34%
Holding Analysis
Equity | 100.07% | 95.08% |
Cash | -0.12% | 3.91% |
Equity
100.07%
95.08%
Cash
-0.12%
3.91%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 28.13% |
ICICI Bank Ltd. | 25.00% |
Kotak Mahindra Bank Ltd. | 8.81% |
Axis Bank Ltd. | 8.55% |
State Bank of India | 8.46% |
Indusind Bank Ltd. | 4.52% |
The Federal Bank Ltd. | 3.49% |
Bank Of Baroda | 3.19% |
IDFC First Bank Ltd. | 2.78% |
Punjab National Bank | 2.52% |
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 investment return that corresponds to the performance of Nifty Bank 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 | 19 Aug 2019 | 17 Apr 2008 |
Description
The Scheme seeks investment return that corresponds to the performance of Nifty Bank 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
19 Aug 2019
17 Apr 2008
