Compare Motilal Oswal BSE Financials ex Bank 30 Index Fund vs Sundaram Financial Services Opportunities Fund
Motilal Oswal BSE Financials ex Bank 30 Index Fund
EquitySectoral-Banking & Financial Services
Sundaram Financial Services Opportunities Fund
EquitySectoral-Banking & Financial Services
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.12
2.18
NAV
₹16.06
₹117.94
Fund Started
14 Jul 2022
17 Apr 2008
Fund Size
₹29.88 Cr
₹1614.20 Cr
Exit Load
Exit load-1%- If redeemed within 15 days from the date of allotment.
Exit load of 0.5% if redeemed within 30 days
1 Year
-11.52%
-2.79%
3 Year
8.41%
9.42%
5 Year
-
10.15%
Equity
99.90%
97.58%
Cash
0.10%
1.35%
Top 10 Holdings
Name | Assets |
|---|---|
Bajaj Finance Ltd. | 15.93% |
Shriram Finance Ltd | 8.96% |
Bajaj Finserv Ltd. | 6.37% |
Multi Commodity Exchange Of India Ltd. | 5.52% |
SBI Life Insurance Company Ltd. | 5.01% |
One 97 Communications Ltd. | 4.72% |
JIO Financial Services Ltd. | 4.69% |
Cholamandalam Investment and Finance Company Ltd. | 4.61% |
HDFC Life Insurance Co Ltd. | 3.63% |
Life Insurance Corporation of India | 3.60% |
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
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Start Date
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Description
The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by S&P BSE Financials ex Bank 30 Index, subject to tracking error.
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
14 Jul 2022
17 Apr 2008
