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) ₹7674 Cr ₹1386 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 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 1.85 2.11
Manager Sharmila D'mello Rohit Seksaria
ISIN Code INF109K01BU5 INF903J01629
Exits Load Exit load of 1% if redeemed within 15 days/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -3.7% -5.28%
6 Month 9.13% 2.91%
1 Year 20.45% 16.95%
3 Year 11.47% 15.2%
5 Year 12.04% 14.99%

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 18.93% 12.05%
3 Year 17.91% 21.82%
5 Year 18.14% 21.07%

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 3.74 5.02
Large Cap 78.43 58.86
Small Cap 9.57 29.57
Mid Cap 8.26 6.67

Sector Allocation

Scheme Name

ICICI Prudential Banking and Financial Services Fund - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 1.9 5.02
Financial 83.59 -
Insurance 13.6 2.28
Technology 0.16 -
Services 0.75 -
Finance - 23.92
Banks - 60.7
Capital Markets - 7.17
Financial Technology (Fintech) - 1.03

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