Compare Canara Robeco Banking And Financial Services Fund vs Sundaram Financial Services Opportunities Fund
Canara Robeco Banking And Financial Services Fund
EquitySectoral-Banking & Financial Services
Sundaram Financial Services Opportunities Fund
EquitySectoral-Banking & Financial Services
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹1000
₹100
Expense Ratio
2.65
2.18
NAV
₹10.16
₹115.21
Fund Started
27 Feb 2026
17 Apr 2008
Fund Size
₹624.34 Cr
₹1614.20 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 365 days.
Exit load of 0.5% if redeemed within 30 days
1 Year
-
-3.13%
3 Year
-
9.28%
5 Year
-
9.94%
Equity
96.07%
97.58%
Cash
3.93%
1.35%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 10.82% |
ICICI Bank Ltd. | 10.32% |
State Bank of India | 7.45% |
Axis Bank Ltd. | 7.20% |
Bajaj Finance Ltd. | 5.32% |
Kotak Mahindra Bank Ltd. | 5.25% |
One 97 Communications Ltd. | 4.31% |
Ujjivan Small Finance Bank Ltd. | 4.11% |
Shriram Finance Ltd | 3.95% |
Karur Vysya Bank Ltd. | 2.89% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 11.11% |
Axis Bank Ltd. | 10.11% |
HDFC Bank Ltd. | 8.40% |
State Bank of India | 7.89% |
Kotak Mahindra Bank Ltd. | 5.87% |
Bajaj Finserv Ltd. | 4.73% |
DCB Bank Ltd. | 4.54% |
PNB Housing Finance Ltd. | 4.38% |
Shriram Finance Ltd | 4.09% |
Bank Of Baroda | 3.83% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in the banking and financial services sector. There is no assurance that the investment objective of the Scheme will be achieved.
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
27 Feb 2026
17 Apr 2008
