Compare Motilal Oswal Nifty MidSmall Financial Services Index Fund vs Sundaram Financial Services Opportunities Fund
Motilal Oswal Nifty MidSmall Financial Services 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
1.29
2.18
NAV
₹13.75
₹120.72
Fund Started
29 Oct 2024
17 Apr 2008
Fund Size
₹118.09 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
8.34%
1.37%
3 Year
-
10.28%
5 Year
-
10.85%
Equity
100.03%
97.58%
Cash
-0.03%
1.35%
Top 10 Holdings
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 8.52% |
The Federal Bank Ltd. | 7.93% |
One97 Communications Ltd. | 7.31% |
Indusind Bank Ltd. | 6.01% |
AU Small Finance Bank Ltd. | 5.94% |
IDFC First Bank Ltd. | 5.47% |
Life Insurance Corporation of India | 5.07% |
ICICI Lombard General Insurance Company Ltd. | 3.92% |
PB Fintech Ltd. | 3.82% |
REC Ltd. | 3.78% |
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 provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall Financial Services Total Return 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
29 Oct 2024
17 Apr 2008
