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) | ₹270 Cr | ₹1386 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 | Exit load of 1% if redeemed within 12 months./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.23% | 0.99% |
| 6 Month | 8.92% | 14.76% |
| 1 Year | 17.78% | 30.95% |
| 3 Year | - | 19.35% |
| 5 Year | - | 18.89% |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.97% | 12.5% |
| 3 Year | 19.18% | 40.26% |
| 5 Year | 19.18% | 71.75% |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.59% | 21.17% |
| 3 Year | 25.36% | 57.22% |
| 5 Year | 25.36% | 81.29% |
| 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 | 5.32 | 5.48 |
| Large Cap | 69.43 | 71.45 |
| Small Cap | 12.56 | 19.74 |
| Mid Cap | 12.69 | 3.32 |
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.6 | 3.12 |
| Financial | 91.46 | 92.18 |
| Services | 2.79 | - |
| Insurance | 3.15 | 2.71 |
| Unclassified | - | 1.98 |
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