Compare Groww Nifty Private Bank Index Fund vs Sundaram Financial Services Opportunities Fund
Groww Nifty Private Bank Index 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
1.77
2.18
NAV
₹10.12
₹103.59
Fund Started
06 May 2026
17 Apr 2008
Fund Size
₹5.65 Cr
₹1614.20 Cr
Exit Load
-
Exit load of 0.5% if redeemed within 30 days
1 Year
-
1.20%
3 Year
-
10.18%
5 Year
-
11.32%
Equity
99.79%
97.59%
Cash
0.21%
1.40%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 22.04% |
Kotak Mahindra Bank Ltd. | 20.71% |
Axis Bank Ltd. | 18.96% |
HDFC Bank Ltd. | 18.61% |
The Federal Bank Ltd. | 5.90% |
Indusind Bank Ltd. | 4.49% |
IDFC First Bank Ltd. | 3.82% |
Yes Bank Ltd. | 2.69% |
RBL Bank Ltd. | 1.58% |
Bandhan Bank Ltd. | 1.00% |
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 long-term capital growth by investing in securities of the Nifty Private Bank Index in the same proportion/weightage with an aim to provide returns before expenses that track the total return of Nifty Private Bank Index, subject to tracking errors.
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
06 May 2026
17 Apr 2008
