ITI Banking and Financial Services Fund Regular vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon ITI Banking and Financial Services Fund Regular - 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 15.8% 16.39%
3 Year - 13.33%
5 Year - 13.15%

Risk Management

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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Fund Managers

Scheme 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

Market Cap

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 5.32 5.48
Large Cap 69.43 71.45
Small Cap 12.56 19.74
Mid Cap 12.69 3.32

Sector Allocation

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 2.6 3.12
Financial 91.46 92.18
Services 2.79 -
Insurance 3.15 2.71
Unclassified - 1.98

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