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
| 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) | ₹3278 Cr | ₹1386 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 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 | 2.11 |
| Manager | Dhaval Gala | Rohit Seksaria |
| ISIN Code | INF209K011W7 | INF903J01629 |
| Exits Load | Exit load of 1% 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 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -5.16% | -6.29% |
| 6 Month | 5.09% | 1.82% |
| 1 Year | 15.79% | 15.7% |
| 3 Year | 10.75% | 14.76% |
| 5 Year | 12.21% | 14.73% |
| 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 Year | 13.75% | 12.05% |
| 3 Year | 17.78% | 21.82% |
| 5 Year | 18.25% | 21.07% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.87% | 16.22% |
| 3 Year | 14.93% | 13.25% |
| 5 Year | 12.72% | 13.15% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.35% | 14.56% |
| Sharp | 0.59% | 0.9% |
| Beta | 0.93% | 0.9% |
| Alpha | 2.6% | 6.92% |
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| 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 |
| Fund Manage | 7 | 15 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.94 | 5.02 |
| Small Cap | 18.04 | 29.57 |
| Large Cap | 64.37 | 58.86 |
| Mid Cap | 15.65 | 6.67 |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.94 | 5.02 |
| Capital Markets | 5.31 | 7.17 |
| Banks | 61.48 | 60.7 |
| Finance | 25.62 | 23.92 |
| Insurance | 5.65 | 2.28 |
| Financial Technology (Fintech) | - | 1.03 |
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