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Quant BFSI Fund Regular vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹1386 Cr | ₹601 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 10 Jun 2008 | 19 Jun 2023 |
| 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 | 2.14 | 2.34 |
| Manager | Rohit Seksaria | Sanjeev Sharma |
| ISIN Code | INF903J01629 | INF966L01CA6 |
| Exits Load | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.47% | -4.18% |
| 6 Month | -7.64% | -15.7% |
| 1 Year | 3.09% | -10.07% |
| 3 Year | 15.57% | - |
| 5 Year | 13.49% | - |
SIP Return Analysis
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -6.71% | -20.54% |
| 3 Year | 14.17% | - |
| 5 Year | 16.92% | - |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.9% | 40.14% |
| 3 Year | 13.42% | - |
| 5 Year | 13.25% | - |
Risk Management
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.505% | - |
| Sharp | 0.663% | - |
| Beta | 0.934% | - |
| Alpha | 6.487% | - |
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Fund Managers
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Rohit Seksaria | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Fund Manage | 15 | 22 |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 4.32 | 14.74 |
| Large Cap | 61.19 | 31.36 |
| Small Cap | 27.27 | 44.63 |
| Mid Cap | 6.8 | 9.25 |
Sector Allocation
| Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 4.32 | 14.74 |
| Finance | 22.74 | 50.76 |
| Banks | 63.87 | 9.13 |
| Capital Markets | 5.31 | - |
| Financial Technology (Fintech) | 1.11 | - |
| Insurance | 2.23 | 17.53 |
| Petroleum Products | - | 4.36 |
| Telecom - Services | - | 3.46 |
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