ICICI Prudential Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon ICICI Prudential Banking and Financial Services Fund - Growth

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tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8850 Cr ₹1453 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 22 Aug 2008 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 47% 58%
Expense Ratio 1.82 2.11
Manager Sharmila D'mello Rohit Seksaria
ISIN Code INF109K01BU5 INF903J01629
Exits Load ICICI Prudential Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 15 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

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 0.35% 0.6%
6 Month 5.02% -1.7%
1 Year 11.14% 5.96%
3 Year 13.75% 17.73%
5 Year 11.5% 14.21%

SIP Return Analysis

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year 10.12% 2.63%
3 Year 15.76% 18.74%
5 Year 17.31% 19.72%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 17.4% 16.22%
3 Year 15.87% 13.25%
5 Year 15.27% 13.15%

Risk Management

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 13.31% 14.56%
Sharp 0.56% 0.9%
Beta 0.83% 0.9%
Alpha 1.79% 6.92%

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Fund Managers

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Sharmila D'mello Rohit Seksaria
Total AUM ₹354743 Cr ₹0 Cr
Fund Manage 35 15
ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Banking and Financial Services Fund - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 4.13 4.32
Mid Cap 11.15 6.8
Small Cap 6.78 27.27
Large Cap 77.51 61.19

Sector Allocation

Scheme Name

ICICI Prudential Banking and Financial Services Fund - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 4.13 4.32
Finance 10.59 22.74
Capital Markets 2.67 5.31
Banks 65.67 63.87
Insurance 16.13 2.23
IT - Services 0.19 -
Commercial Services & Supplies 0.19 -
Financial Technology (Fintech) - 1.11

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