Compare Nippon India Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.88 | 2.11 |
NAV | ₹559.04 | ₹93.65 |
Fund Started | 08 May 2003 | 17 Apr 2008 |
Fund Size | ₹6237.85 Cr | ₹1452.94 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | Exit load of 0.5% if redeemed within 30 days |
Returns
1 Year | 18.81% | 16.23% |
3 Year | 14.39% | 14.38% |
5 Year | 14.78% | 14.92% |
Holding Analysis
Equity | 98.33% | 95.10% |
Cash | 1.66% | 4.57% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Akshay Sharma | Rohit Seksaria |
Start Date | 01 Dec 2022 | 01 Jan 2022 |
About Fund
Description | The scheme seeks to generate continuous returns by actively investing in equity, equity related securities of companies in the Banking and Financial services. | 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 | 08 May 2003 | 17 Apr 2008 |
