Sundaram Financial Services Opportunities Fund Regular Plan vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Banking and 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) | ₹3101 Cr | ₹1386 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Dec 2013 | 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 | 20% | 58% |
Expense Ratio | 1.99 | 2.14 |
Manager | Dhaval Gala | Rohit Seksaria |
ISIN Code | INF209K011W7 | INF903J01629 |
Exits Load | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | 7.45% | 6.84% |
6 Month | -6.52% | -6.75% |
1 Year | 11.27% | 8.24% |
3 Year | 15.65% | 17.98% |
5 Year | 23.46% | 25.23% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | 1.02% | -0.1% |
1 Year | 1.66% | -2.09% |
3 Year | 14.31% | 16.3% |
5 Year | 16.21% | 18.22% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.58% | 15.9% |
3 Year | 14.76% | 13.42% |
5 Year | 12.61% | 13.25% |
Risk Management
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.932% | 14.334% |
Sharp | 0.453% | 0.693% |
Beta | 0.96% | 0.933% |
Alpha | 3.029% | 6.306% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Name | Dhaval Gala | Rohit Seksaria |
Total AUM | ₹23597 Cr | ₹0 Cr |
Funds Managed | 7 | 15 |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 6.76 | 9.68 |
Small Cap | 16.03 | 25.26 |
Mid Cap | 12.68 | 5.9 |
Large Cap | 64.53 | 59.16 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 4 | 5.61 |
Financial Services | 94.79 | 94.39 |
Technology | 1.22 | - |
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