Compare Groww Nifty PSU Bank Index Fund vs Sundaram Financial Services Opportunities Fund
Groww Nifty PSU 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
1.83
2.18
NAV
₹9.68
₹120.08
Fund Started
06 Mar 2026
17 Apr 2008
Fund Size
₹4.47 Cr
₹1614.20 Cr
Exit Load
-
Exit load of 0.5% if redeemed within 30 days
1 Year
-
2.26%
3 Year
-
10.07%
5 Year
-
10.74%
Equity
100.20%
97.58%
Cash
-0.20%
1.35%
Top 10 Holdings
Name | Assets |
|---|---|
State Bank of India | 34.03% |
Bank Of Baroda | 12.10% |
Canara Bank | 11.66% |
Punjab National Bank | 10.75% |
Union Bank of India | 9.96% |
Indian Bank | 8.68% |
Bank of India | 4.70% |
Bank of Maharashtra | 4.57% |
Central Bank of India | 1.41% |
Indian Overseas Bank | 1.30% |
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 growth by investing in securities of the Nifty PSU Bank Index in the same proportion/weightage with an aim to provide returns before expenses that track the total return of Nifty PSU 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 Mar 2026
17 Apr 2008