Compare Bandhan Financial Services Fund vs Sundaram Financial Services Opportunities Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.43
2.13
NAV
₹16.01
₹126.63
Fund Started
10 Jul 2023
17 Apr 2008
Fund Size
₹1107.29 Cr
₹1681.38 Cr
Exit Load
Exit load of 0.5%, if redeemed within 30 days.
Exit load of 0.5% if redeemed within 30 days
1 Year
2.18%
4.43%
3 Year
-
13.95%
5 Year
-
14.02%
Equity
97.42%
96.17%
Cash
2.56%
2.81%
Top 10 Holdings
ICICI Bank Ltd. | 13.97% |
HDFC Bank Ltd. | 12.97% |
Kotak Mahindra Bank Ltd. | 5.09% |
Axis Bank Ltd. | 4.96% |
State Bank of India | 4.45% |
Bajaj Finance Ltd. | 4.08% |
Cholamandalam Investment and Finance Company Ltd. | 2.77% |
Max Financial Services Ltd. | 2.23% |
Shriram Finance Ltd | 2.22% |
One97 Communications Ltd. | 2.03% |
HDFC Bank Ltd. | 14.78% |
ICICI Bank Ltd. | 11.58% |
Axis Bank Ltd. | 9.74% |
State Bank of India | 6.13% |
Bajaj Finserv Ltd. | 4.79% |
Shriram Finance Ltd | 4.17% |
DCB Bank Ltd. | 4.16% |
PNB Housing Finance Ltd. | 3.90% |
Bank Of Baroda | 3.58% |
Aavas Financiers Ltd. | 3.36% |
Name
-
-
Start Date
-
-
Description
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of companies engaged in 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
10 Jul 2023
17 Apr 2008
