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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 ₹601 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 10 Jun 2008 19 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 2.14 2.34
Manager Rohit Seksaria Sanjeev Sharma
ISIN Code INF903J01629 INF966L01CA6
Exits Load Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Month 5.01% 5.4%
6 Month -7.95% -16.62%
1 Year 5.17% -6.13%
3 Year 16.77% -
5 Year 25.68% -

SIP Return Analysis

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month -0.1% -5.35%
1 Year -2.09% -18.05%
3 Year 16.3% -
5 Year 18.22% -

Rolling Lumpsum Returns

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 15.9% 40.14%
3 Year 13.42% -
5 Year 13.25% -

Risk Management

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Quant BFSI Fund Regular - Growth
Standard Deviation 14.334% -
Sharp 0.693% -
Beta 0.933% -
Alpha 6.306% -

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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
Funds Managed 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 9.68 19.22
Small Cap 25.26 32.59
Large Cap 59.16 42.76
Mid Cap 5.9 5.43

Sector Allocation

Scheme Name

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 5.61 19.22
Financial Services 94.39 69.12
Energy - 7.49
Technology - 4.17

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