ITI Banking and Financial Services Fund Regular vs Sundaram Financial Services Opportunities Fund Regular Plan compare
ITI Banking and Financial Services Fund Regular - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Fund | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹270 Cr | ₹1386 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 06 Dec 2021 | 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 | % | 58% |
Expense Ratio | 2.34 | 2.11 |
Manager | Rohan Korde | Rohit Seksaria |
ISIN Code | INF00XX01BR2 | INF903J01629 |
Exits Load | Exit load of 1% if redeemed within 12 months./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | 1.23% | 0.99% |
6 Month | 8.92% | 14.76% |
1 Year | 17.78% | 30.95% |
3 Year | - | 19.35% |
5 Year | - | 18.89% |
Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 5.97% | 12.5% |
3 Year | 19.18% | 40.26% |
5 Year | 19.18% | 71.75% |
Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.59% | 21.17% |
3 Year | 25.36% | 57.22% |
5 Year | 25.36% | 81.29% |
Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.95% | 14.56% |
Sharp | - | 0.9% |
Beta | - | 0.9% |
Alpha | - | 6.92% |
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Get Free Experts GuidanceScheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Name | Rohan Korde | Rohit Seksaria |
Total AUM | ₹4626 Cr | ₹0 Cr |
Fund Manage | 10 | 15 |
ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Large Cap | 69.43 | 71.45 |
Others | 5.32 | 5.48 |
Mid Cap | 12.69 | 3.32 |
Small Cap | 12.56 | 19.74 |
Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Financial | 91.46 | 92.18 |
Others | 2.6 | 3.12 |
Insurance | 3.15 | 2.71 |
Services | 2.79 | - |
Unclassified | - | 1.98 |
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