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Compare Taurus Banking & 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 | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.31 | 2.14 |
NAV | ₹47.15 | ₹90.40 |
Fund Started | 02 May 2012 | 17 Apr 2008 |
Fund Size | ₹10.65 Cr | ₹1385.95 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 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
2.31
2.14
NAV
₹47.15
₹90.40
Fund Started
02 May 2012
17 Apr 2008
Fund Size
₹10.65 Cr
₹1385.95 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.5% if redeemed within 30 days
Returns
1 Year | 2.10% | 2.89% |
3 Year | 11.43% | 15.41% |
5 Year | 10.29% | 13.67% |
1 Year
2.10%
2.89%
3 Year
11.43%
15.41%
5 Year
10.29%
13.67%
Holding Analysis
Equity | 95.47% | 95.80% |
Cash | 4.53% | 3.16% |
Equity
95.47%
95.80%
Cash
4.53%
3.16%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 20.86% |
HDFC Bank Ltd. | 20.65% |
State Bank of India | 11.09% |
Axis Bank Ltd. | 10.50% |
Kotak Mahindra Bank Ltd. | 8.43% |
CreditAccess Grameen Ltd. | 3.42% |
Bajaj Holdings & Investment Ltd. | 3.25% |
Union Bank of India | 2.54% |
Indusind Bank Ltd. | 2.45% |
The New India Assurance Company Ltd. | 2.36% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 16.94% |
ICICI Bank Ltd. | 12.01% |
Axis Bank Ltd. | 8.96% |
State Bank of India | 4.94% |
Indusind Bank Ltd. | 4.30% |
Bajaj Finance Ltd. | 4.17% |
Shriram Finance Ltd | 4.07% |
Ujjivan Small Finance Bank Ltd. | 3.88% |
CSB Bank Ltd. | 3.74% |
PNB Housing Finance Ltd. | 3.65% |
Fund Manager
Name | Anuj Kapil | Rohit Seksaria |
Start Date | 07 Aug 2023 | 01 Jan 2022 |
Name
Anuj Kapil
Rohit Seksaria
Start Date
07 Aug 2023
01 Jan 2022
About Fund
Description | The scheme seeks to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form part of the BFSI 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 | 02 May 2012 | 17 Apr 2008 |
Description
The scheme seeks to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form part of the BFSI 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
02 May 2012
17 Apr 2008
