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
2.11
1.77
NAV
₹96.21
₹39.98
Fund Started
17 Apr 2008
11 Feb 2015
Fund Size
₹1684.47 Cr
₹10724.55 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
1.15%
4.00%
3 Year
14.67%
17.38%
5 Year
12.43%
12.01%
Equity
95.32%
97.71%
Cash
4.68%
2.25%
Top 10 Holdings
HDFC Bank Ltd. | 16.41% |
ICICI Bank Ltd. | 11.59% |
Axis Bank Ltd. | 10.00% |
State Bank of India | 7.16% |
Bajaj Finserv Ltd. | 4.70% |
DCB Bank Ltd. | 4.44% |
Shriram Finance Ltd | 4.31% |
Bank Of Baroda | 4.22% |
PNB Housing Finance Ltd. | 3.26% |
CSB Bank Ltd. | 2.97% |
ICICI Bank Ltd. | 13.46% |
State Bank of India | 10.45% |
Axis Bank Ltd. | 9.37% |
Kotak Mahindra Bank Ltd. | 8.50% |
HDFC Bank Ltd. | 6.80% |
Bajaj Finserv Ltd. | 6.34% |
Muthoot Finance Ltd. | 4.30% |
SBI Life Insurance Company Ltd. | 3.29% |
Multi Commodity Exchange Of India Ltd. | 3.20% |
Bank Of Baroda | 3.00% |
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
