Sundaram Financial Services Opportunities Fund Regular Plan vs ITI Banking and Financial Services Fund Regular compare
ITI Banking and Financial Services Fund Regular - Growth
Invest NowSundaram Financial Services Opportunities Fund Regular Plan - Growth
Invest NowChart 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 | -3.26% | -5.28% |
6 Month | 4.06% | 2.91% |
1 Year | 15% | 16.95% |
3 Year | - | 15.2% |
5 Year | - | 14.99% |
Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.21% | 12.05% |
3 Year | - | 21.82% |
5 Year | - | 21.07% |
Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.97% | 16.22% |
3 Year | - | 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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Get Free Experts GuidanceScheme 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 | 1.87 | 5.02 |
Small Cap | 10.58 | 29.57 |
Large Cap | 72.29 | 58.86 |
Mid Cap | 15.26 | 6.67 |
Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 1.87 | 5.02 |
IT - Services | 1.04 | - |
Finance | 25.93 | 23.92 |
Banks | 61.32 | 60.7 |
Insurance | 5.77 | 2.28 |
Financial Technology (Fintech) | 0.85 | 1.03 |
Capital Markets | 3.22 | 7.17 |
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