Compare SBI BSE PSU Bank Index Fund vs Sundaram Financial Services Opportunities Fund
SBI BSE PSU Bank 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
0.82
2.18
NAV
₹13.31
₹117.94
Fund Started
17 Mar 2025
17 Apr 2008
Fund Size
₹333.21 Cr
₹1614.20 Cr
Exit Load
Exit load of 0.25%, if redeemed within 15 days.
Exit load of 0.5% if redeemed within 30 days
1 Year
4.43%
-2.79%
3 Year
-
9.42%
5 Year
-
10.15%
Equity
99.96%
97.58%
Cash
0.04%
1.35%
Top 10 Holdings
Name | Assets |
|---|---|
State Bank of India | 25.00% |
Bank Of Baroda | 14.20% |
Canara Bank | 13.26% |
Punjab National Bank | 12.91% |
Union Bank of India | 10.74% |
Indian Bank | 9.33% |
Bank of India | 5.30% |
Bank of Maharashtra | 5.25% |
Central Bank of India | 1.73% |
Indian Overseas Bank | 1.38% |
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, closely correspond to the total returns of the securities as represented by the underlying 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
17 Mar 2025
17 Apr 2008
