- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | Very High |
| 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 | 12.74% | 9.85% |
| 6 Month | 3.54% | -7.01% |
| 1 Year | 14.55% | -2.46% |
| 3 Year | 19.63% | - |
| 5 Year | 24.98% | - |
SIP Return Analysis
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 8.97% | 1.9% |
| 1 Year | 13.11% | -7.61% |
| 3 Year | 20.58% | - |
| 5 Year | 20.46% | - |
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 | 14.334% | - |
| Sharp | 0.693% | - |
| Beta | 0.933% | - |
| Alpha | 6.306% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 9.68 | 19.22 |
| Small Cap | 25.26 | 32.59 |
| Large Cap | 59.16 | 42.76 |
| Mid Cap | 5.9 | 5.43 |
Sector Allocation
| Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 5.61 | 19.22 |
| Financial Services | 94.39 | 69.12 |
| Energy | - | 7.49 |
| Technology | - | 4.17 |
Top Comparisons
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns12.18%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns15.01%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns13.32%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns21.25%
HSBC Infrastructure Fund - Regular Growth
3Y Returns21.15%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns13.24%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns13.24%
