Compare Sundaram Financial Services Opportunities Fund vs Quant BFSI Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹1000
Expense Ratio
2.14
3.44
NAV
₹123.17
₹21.89
Fund Started
17 Apr 2008
01 Jun 2023
Fund Size
₹1681.38 Cr
₹837.93 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit load of 1%, if redeemed within 15 days.
1 Year
2.35%
16.64%
3 Year
12.53%
25.06%
5 Year
14.04%
-
Equity
96.17%
82.58%
Cash
2.81%
10.31%
Top 10 Holdings
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% |
Capri Global Capital Ltd. | 9.99% |
HDFC Bank Ltd. | 9.49% |
Yes Bank Ltd. | 9.41% |
Piramal Finance Ltd. | 9.17% |
AU Small Finance Bank Ltd. | 9.06% |
LIC Housing Finance Ltd. | 8.05% |
ICICI Bank Ltd. | 5.56% |
Manappuram Finance Ltd. | 5.46% |
OnEMI Technology Solutions Ltd. | 5.09% |
Manappuram Finance Ltd. | 4.10% |
Name
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Start Date
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Description
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.
The scheme seeks to generate consistent returns by investing in equity and equity related instruments of banking and financial services.
Launch Date
17 Apr 2008
01 Jun 2023
