Compare Nippon India Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.88
2.13
NAV
₹725.72
₹126.63
Fund Started
08 May 2003
17 Apr 2008
Fund Size
₹7788.58 Cr
₹1681.38 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 0.5% if redeemed within 30 days
1 Year
3.13%
4.43%
3 Year
13.27%
13.95%
5 Year
13.83%
14.02%
Equity
98.74%
96.17%
Cash
1.25%
2.81%
Top 10 Holdings
HDFC Bank Ltd. | 14.01% |
ICICI Bank Ltd. | 13.31% |
Axis Bank Ltd. | 9.34% |
State Bank of India | 5.49% |
Kotak Mahindra Bank Ltd. | 3.61% |
SBI Life Insurance Company Ltd. | 3.04% |
SBI Cards And Payment Services Ltd. | 2.97% |
Bajaj Finserv Ltd. | 2.92% |
Cholamandalam Financial Holdings Ltd. | 2.72% |
Indusind Bank Ltd. | 2.57% |
HDFC Bank Ltd. | 14.78% |
ICICI Bank Ltd. | 11.58% |
Axis Bank Ltd. | 9.74% |
State Bank of India | 6.13% |
Bajaj Finserv Ltd. | 4.79% |
Shriram Finance Ltd | 4.17% |
DCB Bank Ltd. | 4.16% |
PNB Housing Finance Ltd. | 3.90% |
Bank Of Baroda | 3.58% |
Aavas Financiers Ltd. | 3.36% |
Name
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Start Date
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Description
The scheme seeks to generate continuous returns by actively investing in equity, equity related securities of companies in the Banking and Financial services.
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
08 May 2003
17 Apr 2008
