Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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 7.56% 10.34%
6 Month 5.89% 7.35%
1 Year 18.93% 15.84%
3 Year 16.9% 21.93%
5 Year 24.88% 26.36%

SIP Return Analysis

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 7.3% 8.97%
1 Year 15.09% 13.11%
3 Year 17.77% 20.58%
5 Year 17.8% 20.46%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns6.7%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns6.91%

Compare Now

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns15.6%

VS

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns17.37%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.93%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.73%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns27.3%

VS

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns17.67%

Compare Now
Add to Cart Successfully