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
1.8
2.34
NAV
₹602.87
₹100.64
Fund Started
08 May 2003
17 Apr 2008
Fund Size
₹7469.77 Cr
₹1612.72 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 0.5% if redeemed within 30 days
1 Year
-5.27%
-4.83%
3 Year
11.74%
12.47%
5 Year
12.56%
12.37%
Equity
97.59%
95.82%
Cash
2.40%
4.18%
Top 10 Holdings
HDFC Bank Ltd. | 13.04% |
ICICI Bank Ltd. | 12.75% |
Axis Bank Ltd. | 9.18% |
State Bank of India | 5.96% |
Kotak Mahindra Bank Ltd. | 3.53% |
SBI Cards And Payment Services Ltd. | 3.36% |
SBI Life Insurance Company Ltd. | 3.29% |
Bajaj Finserv Ltd. | 2.98% |
Multi Commodity Exchange Of India Ltd. | 2.75% |
Cholamandalam Financial Holdings Ltd. | 2.67% |
HDFC Bank Ltd. | 14.90% |
ICICI Bank Ltd. | 11.09% |
Axis Bank Ltd. | 9.58% |
State Bank of India | 6.65% |
Bajaj Finserv Ltd. | 4.60% |
DCB Bank Ltd. | 4.38% |
PNB Housing Finance Ltd. | 4.09% |
Shriram Finance Ltd | 3.91% |
Bank Of Baroda | 3.61% |
Kotak Mahindra Bank Ltd. | 3.25% |
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
