Compare Mahindra Manulife Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund
Mahindra Manulife 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
2.77
2.18
NAV
₹10.28
₹117.51
Fund Started
27 Jun 2025
17 Apr 2008
Fund Size
₹445.05 Cr
₹1614.20 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
Exit load of 0.5% if redeemed within 30 days
1 Year
-3.63%
-3.13%
3 Year
-
9.28%
5 Year
-
9.94%
Equity
97.45%
97.58%
Cash
2.55%
1.35%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 11.88% |
HDFC Bank Ltd. | 10.18% |
Axis Bank Ltd. | 7.50% |
State Bank of India | 5.39% |
Multi Commodity Exchange Of India Ltd. | 4.95% |
Shriram Finance Ltd | 4.92% |
Bajaj Finance Ltd. | 4.54% |
Kotak Mahindra Bank Ltd. | 4.34% |
Ujjivan Small Finance Bank Ltd. | 4.28% |
Aditya Birla Capital Ltd. | 3.79% |
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 of companies engaged in the banking and financial services activities.
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 Jun 2025
17 Apr 2008
