Sundaram Financial Services Opportunities Fund Regular Plan vs Quant BFSI Fund Regular compare

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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 Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
Fund Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1386 Cr ₹619 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 10 Jun 2008 05 Jun 2023
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 2.11 2.32
Manager Rohit Seksaria Sanjeev Sharma
ISIN Code INF903J01629 INF966L01CA6
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Month -6.29% -8.78%
6 Month 1.82% -7.77%
1 Year 15.7% 22.66%
3 Year 14.76% -
5 Year 14.73% -

SIP Return Analysis

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month - -
1 Year 12.05% 0.92%
3 Year 21.82% -
5 Year 21.07% -

Rolling Lumpsum Returns

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 16.22% 50.02%
3 Year 13.25% -
5 Year 13.15% -

Risk Management

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
Standard Deviation 14.56% -
Sharp 0.9% -
Beta 0.9% -
Alpha 6.92% -

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Fund Managers

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
Name Rohit Seksaria Sanjeev Sharma
Total AUM ₹0 Cr ₹39731 Cr
Fund Manage 15 22
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 5.02 14.74
Large Cap 58.86 31.36
Small Cap 29.57 44.63
Mid Cap 6.67 9.25

Sector Allocation

Scheme Name

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 5.02 14.74
Finance 23.92 50.76
Banks 60.7 9.13
Capital Markets 7.17 -
Financial Technology (Fintech) 1.03 -
Insurance 2.28 17.53
Petroleum Products - 4.36
Telecom - Services - 3.46

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