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 | 8.06% | 10.18% |
6 Month | 4.4% | 5.04% |
1 Year | 16.43% | 17.11% |
3 Year | 16.67% | 21.19% |
5 Year | 25.9% | 26.56% |
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 | 8.24% | 8.97% |
1 Year | 13.61% | 13.11% |
3 Year | 17.36% | 20.58% |
5 Year | 17.7% | 20.46% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | - |
Top Comparisons
Templeton India Equity Income Fund-Growth Plan
3Y Returns15.99%
SBI Dividend Yield Fund - Regular Plan - Growth
3Y Returns0%
HDFC Income Plus Arbitrage Active FOF - Growth
3Y Returns12.76%
Tata Gold ETF Fund of Fund - Regular (G)
3Y Returns0%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns12.35%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns19.8%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns19.82%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns15%