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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tortoise-icon Quant BFSI Fund Regular - 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 0.99% -1.1%
6 Month 14.76% 8.94%
1 Year 30.95% 51.67%
3 Year 19.35% -
5 Year 18.89% -

SIP Return Analysis

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month - -
1 Year 12.5% 24.32%
3 Year 40.26% 27.5%
5 Year 71.75% 27.5%

Rolling Lumpsum Returns

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 16.39% 50.45%
3 Year 13.33% -
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 5.48 27.79
Large Cap 71.45 51.5
Small Cap 19.74 20.71
Mid Cap 3.32 -

Sector Allocation

Scheme Name

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 3.12 -0.48
Financial 92.18 68.77
Insurance 2.71 16.82
Unclassified 1.98 -
Energy - 14.89

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