SBI Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5858 Cr | ₹1386 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Feb 2015 | 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 | 84% | 58% |
| Expense Ratio | 1.82 | 2.11 |
| Manager | Pradeep Kesavan | Rohit Seksaria |
| ISIN Code | INF200KA1473 | INF903J01629 |
| Exits Load | Exit load of 0.50% if redeemed within 30 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.69% | 0.99% |
| 6 Month | 16.59% | 14.76% |
| 1 Year | 33.66% | 30.95% |
| 3 Year | 15.66% | 19.35% |
| 5 Year | 16.63% | 18.89% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.85% | 12.5% |
| 3 Year | 32.19% | 40.26% |
| 5 Year | 56.99% | 71.75% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.33% | 21.17% |
| 3 Year | 45.65% | 57.22% |
| 5 Year | 65.44% | 81.29% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.44% | 14.56% |
| Sharp | 0.68% | 0.9% |
| Beta | 0.84% | 0.9% |
| Alpha | 4% | 6.92% |
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| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rohit Seksaria |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Fund Manage | 43 | 15 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.86 | 5.48 |
| Large Cap | 67.25 | 71.45 |
| Small Cap | 8.37 | 19.74 |
| Mid Cap | 17.5 | 3.32 |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.3 | 3.12 |
| Financial | 93.62 | 92.18 |
| Insurance | 4.06 | 2.71 |
| Unclassified | - | 1.98 |
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