ICICI Prudential Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
ICICI Prudential Banking and Financial Services Fund - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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) | ₹9046 Cr | ₹1386 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 | 2.14 |
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 | 6.44% | 6.84% |
6 Month | -3.75% | -6.75% |
1 Year | 14.22% | 8.24% |
3 Year | 14.91% | 17.98% |
5 Year | 24.73% | 25.23% |
SIP Return Analysis
Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | 1.3% | -0.1% |
1 Year | 5.33% | -2.09% |
3 Year | 14.93% | 16.3% |
5 Year | 16.48% | 18.22% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.18% | 15.9% |
3 Year | 15.55% | 13.42% |
5 Year | 14.96% | 13.25% |
Risk Management
Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.571% | 14.334% |
Sharp | 0.555% | 0.693% |
Beta | 0.824% | 0.933% |
Alpha | 3.776% | 6.306% |
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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 |
Funds Managed | 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 | 9.29 | 9.68 |
Mid Cap | 13.88 | 5.9 |
Small Cap | 8.46 | 25.26 |
Large Cap | 68.37 | 59.16 |
Sector Allocation
Scheme Name |
ICICI Prudential Banking and Financial Services Fund - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 9.29 | 5.61 |
Financial Services | 90.46 | 94.39 |
Technology | 0.08 | - |
Industrials | 0.16 | - |
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