Sundaram Financial Services Opportunities Fund Regular Plan vs ITI Banking and Financial Services Fund Regular compare

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tortoise-icon ITI Banking and Financial Services Fund Regular - Growth

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tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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