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) | ₹3264 Cr | ₹1453 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 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 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./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 | -4.56% | -3.29% |
| 6 Month | -7.03% | -7.71% |
| 1 Year | 4.53% | 5.1% |
| 3 Year | 10.44% | 14.97% |
| 5 Year | 11.06% | 13.71% |
| 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 | -2.84% | -3.5% |
| 3 Year | 11.92% | 15.75% |
| 5 Year | 15.08% | 17.93% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.87% | 16.22% |
| 3 Year | 14.93% | 13.25% |
| 5 Year | 12.72% | 13.15% |
| 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% |
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| 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 |
|---|---|---|
| Others | 2.39 | 4.32 |
| Small Cap | 18.17 | 27.27 |
| Large Cap | 66.83 | 61.19 |
| Mid Cap | 12.62 | 6.8 |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.39 | 4.32 |
| Capital Markets | 6.3 | 5.31 |
| Banks | 64.41 | 63.87 |
| Finance | 21.96 | 22.74 |
| Insurance | 4.95 | 2.23 |
| Financial Technology (Fintech) | - | 1.11 |
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