Compare Groww Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund
Groww Banking & 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
3.03
2.18
NAV
₹12.42
₹103.59
Fund Started
17 Jan 2024
17 Apr 2008
Fund Size
₹90.55 Cr
₹1614.20 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 0.5% if redeemed within 30 days
1 Year
6.90%
1.20%
3 Year
-
10.18%
5 Year
-
11.32%
Equity
95.79%
97.59%
Cash
4.21%
1.40%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 6.57% |
Axis Bank Ltd. | 4.59% |
Multi Commodity Exchange Of India Ltd. | 4.54% |
CarTrade Tech Ltd. | 3.97% |
HDFC Bank Ltd. | 3.96% |
One97 Communications Ltd. | 3.74% |
Ujjivan Small Finance Bank Ltd. | 3.64% |
Shriram Finance Ltd | 3.38% |
OnEMI Technology Solutions Ltd. | 3.33% |
Bajaj Finance Ltd. | 3.26% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 11.46% |
Axis Bank Ltd. | 10.05% |
State Bank of India | 8.17% |
HDFC Bank Ltd. | 7.88% |
Kotak Mahindra Bank Ltd. | 5.54% |
Bajaj Finserv Ltd. | 5.17% |
DCB Bank Ltd. | 4.79% |
Shriram Finance Ltd | 4.33% |
PNB Housing Finance Ltd. | 4.21% |
Bank Of Baroda | 3.72% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate consistent long-term returns by investing in equity and equity-related instruments of banking and financial services companies and other related sectors/companies. The fund aims to capitalize on the growth opportunities and growth potential of various sub-sectors within the BFSI sector, including (but not limited to) banks, NBFCs, insurance companies, asset management companies, capital market participants, fintech players etc.
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
17 Jan 2024
17 Apr 2008
