Compare Edelweiss Financial Services Fund vs Sundaram Financial Services Opportunities Fund
Edelweiss 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
₹500
₹100
Expense Ratio
2.57
2.18
NAV
₹9.20
₹120.72
Fund Started
27 Jan 2026
17 Apr 2008
Fund Size
₹273.95 Cr
₹1614.20 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 0.5% if redeemed within 30 days
1 Year
-
1.37%
3 Year
-
10.28%
5 Year
-
10.85%
Equity
96.73%
97.58%
Cash
-1.31%
1.35%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 11.55% |
ICICI Bank Ltd. | 10.86% |
State Bank of India | 8.33% |
Axis Bank Ltd. | 7.51% |
Shriram Finance Ltd | 5.64% |
BSE Ltd. | 5.29% |
Kotak Mahindra Bank Ltd. | 5.21% |
Multi Commodity Exchange Of India Ltd. | 3.33% |
SBI Life Insurance Company Ltd. | 3.22% |
City Union Bank Ltd. | 3.19% |
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 securities with a focus on companies engaged in financial services sectors.
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 Jan 2026
17 Apr 2008
