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) | ₹6457 Cr | ₹1453 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 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 | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -8.79% | -8.05% |
| 6 Month | -2.69% | -7.96% |
| 1 Year | 12.68% | 3.18% |
| 3 Year | 13.19% | 14.18% |
| 5 Year | 12.47% | 13.36% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.96% | -3.96% |
| 3 Year | 16.77% | 15.85% |
| 5 Year | 16.68% | 17.68% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.37% | 16.22% |
| 3 Year | 14.91% | 13.25% |
| 5 Year | 13.31% | 13.15% |
| 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 | 0.74% | 0.9% |
| Beta | 0.85% | 0.9% |
| Alpha | 5.61% | 6.92% |
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| Scheme 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 |
|---|---|---|
| Others | 11.6 | 4.32 |
| Mid Cap | 19.27 | 6.8 |
| Small Cap | 15.2 | 27.27 |
| Large Cap | 53.93 | 61.19 |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 11.6 | 4.32 |
| Finance | 18.54 | 22.74 |
| Banks | 57.27 | 63.87 |
| Capital Markets | 5.39 | 5.31 |
| Financial Technology (Fintech) | 2.22 | 1.11 |
| Insurance | 4.98 | 2.23 |
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