Compare Sundaram Financial Services Opportunities Fund vs SBI Banking & Financial Services Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.08
1.75
NAV
₹116.41
₹47.07
Fund Started
17 Apr 2008
11 Feb 2015
Fund Size
₹1612.72 Cr
₹10374.95 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit load of 0.50% if redeemed within 30 days.
1 Year
-1.54%
1.38%
3 Year
13.13%
15.41%
5 Year
12.49%
11.67%
Equity
95.82%
98.38%
Cash
4.18%
1.57%
Top 10 Holdings
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% |
ICICI Bank Ltd. | 12.87% |
Kotak Mahindra Bank Ltd. | 9.96% |
State Bank of India | 9.61% |
Axis Bank Ltd. | 7.35% |
HDFC Bank Ltd. | 6.11% |
Bajaj Finserv Ltd. | 5.75% |
Muthoot Finance Ltd. | 4.54% |
HDFC Life Insurance Co Ltd. | 3.51% |
SBI Life Insurance Company Ltd. | 3.20% |
Bajaj Finance Ltd. | 2.54% |
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 long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services.
Launch Date
17 Apr 2008
11 Feb 2015
