Aditya Birla Sun Life Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3278 Cr | ₹1386 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Dec 2013 | 10 Jun 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 20% | 58% |
| Expense Ratio | 1.99 | 2.11 |
| Manager | Dhaval Gala | Rohit Seksaria |
| ISIN Code | INF209K011W7 | INF903J01629 |
| Exits Load | Exit load of 1% if redeemed within 30 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.09% | 0.99% |
| 6 Month | 13.43% | 14.76% |
| 1 Year | 20.71% | 30.95% |
| 3 Year | 14.37% | 19.35% |
| 5 Year | 15.71% | 18.89% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.99% | 12.5% |
| 3 Year | 27.72% | 40.26% |
| 5 Year | 55.22% | 71.75% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.92% | 21.17% |
| 3 Year | 47.01% | 57.22% |
| 5 Year | 64.84% | 81.29% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.35% | 14.56% |
| Sharp | 0.59% | 0.9% |
| Beta | 0.93% | 0.9% |
| Alpha | 2.6% | 6.92% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Gala | Rohit Seksaria |
| Total AUM | ₹23597 Cr | ₹0 Cr |
| Fund Manage | 7 | 15 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Large Cap | 65.89 | 71.45 |
| Mid Cap | 16.9 | 3.32 |
| Small Cap | 15.5 | 19.74 |
| Others | 1.7 | 5.48 |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Financial | 91.28 | 92.18 |
| Services | 2.99 | - |
| Insurance | 4.02 | 2.71 |
| Others | 1.27 | 3.12 |
| Unclassified | 0.43 | 1.98 |
Top Comparisons
HDFC Long Duration Debt Fund - Growth Option
3Y Returns0%
Axis Long Duration Fund - Regular Plan - Growth
3Y Returns0%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns22.5%
Quant ESG Equity Fund Regular - Growth
3Y Returns30.36%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns14.09%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns15.12%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns26.25%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.56%