Compare Motilal Oswal Nifty Bank Index Fund vs Sundaram Financial Services Opportunities Fund
Motilal Oswal Nifty Bank Index Fund
EquitySectoral-Banking & Financial Services
Sundaram Financial Services Opportunities Fund
EquitySectoral-Banking & Financial Services
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.05
2.18
NAV
₹20.46
₹117.94
Fund Started
19 Aug 2019
17 Apr 2008
Fund Size
₹618.55 Cr
₹1614.20 Cr
Exit Load
Exit load of 1% if redeemed within 15 days.
Exit load of 0.5% if redeemed within 30 days
1 Year
-5.69%
-2.79%
3 Year
7.66%
9.42%
5 Year
6.31%
10.15%
Equity
100.00%
97.58%
Cash
0.00%
1.35%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 18.61% |
ICICI Bank Ltd. | 14.18% |
Kotak Mahindra Bank Ltd. | 10.20% |
Axis Bank Ltd. | 10.06% |
State Bank of India | 9.93% |
The Federal Bank Ltd. | 6.56% |
Indusind Bank Ltd. | 4.97% |
AU Small Finance Bank Ltd. | 4.85% |
IDFC First Bank Ltd. | 4.54% |
Bank Of Baroda | 3.59% |
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 investment return that corresponds to the performance of Nifty Bank 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
19 Aug 2019
17 Apr 2008
