Sundaram Financial Services Opportunities Fund Regular Plan vs ITI Banking and Financial Services Fund Regular compare
ITI Banking and Financial Services Fund Regular - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹268 Cr | ₹1453 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Dec 2021 | 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 | % | 58% |
| Expense Ratio | 2.34 | 2.11 |
| Manager | Rohan Korde | Rohit Seksaria |
| ISIN Code | INF00XX01BR2 | INF903J01629 |
| Exits Load | ITI Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.42% | 0.36% |
| 6 Month | 0.02% | -2.7% |
| 1 Year | 8.46% | 8.76% |
| 3 Year | 10.51% | 18.89% |
| 5 Year | - | 14.27% |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.81% | 2.63% |
| 3 Year | - | 18.74% |
| 5 Year | - | 19.72% |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.56% | 16.22% |
| 3 Year | 11.18% | 13.25% |
| 5 Year | - | 13.15% |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.95% | 14.56% |
| Sharp | - | 0.9% |
| Beta | - | 0.9% |
| Alpha | - | 6.92% |
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| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Rohit Seksaria |
| Total AUM | ₹4626 Cr | ₹0 Cr |
| Fund Manage | 10 | 15 |
| ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.02 | 4.32 |
| Small Cap | 10.4 | 27.27 |
| Large Cap | 72.51 | 61.19 |
| Mid Cap | 15.07 | 6.8 |
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.02 | 4.32 |
| IT - Services | 1.04 | - |
| Finance | 23.11 | 22.74 |
| Banks | 60.3 | 63.87 |
| Insurance | 5.91 | 2.23 |
| Financial Technology (Fintech) | 3.12 | 1.11 |
| Capital Markets | 4.5 | 5.31 |
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