Sundaram Financial Services Opportunities Fund Regular Plan vs SBI Banking & Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5858 Cr | ₹1386 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 01 Feb 2015 | 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 | 84% | 58% |
Expense Ratio | 1.82 | 2.11 |
Manager | Pradeep Kesavan | Rohit Seksaria |
ISIN Code | INF200KA1473 | INF903J01629 |
Exits Load | Exit load of 0.50% if redeemed within 30 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | 0.69% | 0.99% |
6 Month | 16.59% | 14.76% |
1 Year | 33.66% | 30.95% |
3 Year | 15.66% | 19.35% |
5 Year | 16.63% | 18.89% |
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 13.85% | 12.5% |
3 Year | 32.19% | 40.26% |
5 Year | 56.99% | 71.75% |
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 18.33% | 21.17% |
3 Year | 45.65% | 57.22% |
5 Year | 65.44% | 81.29% |
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.44% | 14.56% |
Sharp | 0.68% | 0.9% |
Beta | 0.84% | 0.9% |
Alpha | 4% | 6.92% |
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Get Free Experts GuidanceScheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Rohit Seksaria |
Total AUM | ₹434274 Cr | ₹0 Cr |
Fund Manage | 43 | 15 |
SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Large Cap | 67.25 | 71.45 |
Others | 6.86 | 5.48 |
Mid Cap | 17.5 | 3.32 |
Small Cap | 8.37 | 19.74 |
Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Financial | 93.62 | 92.18 |
Others | 2.3 | 3.12 |
Insurance | 4.06 | 2.71 |
Unclassified | - | 1.98 |
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