Compare Sundaram Financial Services Opportunities Fund vs Nippon India Banking & Financial Services Fund
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.11 | 1.88 |
NAV | ₹95.97 | ₹569.09 |
Fund Started | 17 Apr 2008 | 08 May 2003 |
Fund Size | ₹1452.94 Cr | ₹6237.85 Cr |
Exit Load | Exit load of 0.5% if redeemed within 30 days | Exit load of 1%, if redeemed within 1 month. |
Returns
1 Year | 20.04% | 21.15% |
3 Year | 15.34% | 15.10% |
5 Year | 15.51% | 15.00% |
Holding Analysis
Equity | 95.10% | 98.33% |
Cash | 4.57% | 1.66% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Rohit Seksaria | Akshay Sharma |
Start Date | 01 Jan 2022 | 01 Dec 2022 |
About Fund
Description | 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. | The scheme seeks to generate continuous returns by actively investing in equity, equity related securities of companies in the Banking and Financial services. |
Launch Date | 17 Apr 2008 | 08 May 2003 |
