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 | 0.99% | -1.38% |
| 6 Month | 11.51% | 4.97% |
| 1 Year | 29.92% | 16.1% |
| 3 Year | 17.14% | 17.75% |
| 5 Year | 14.25% | 15.2% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.61% | 7.8% |
| 3 Year | 21.13% | 21.14% |
| 5 Year | 19.36% | 20.93% |
| 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 | 0.68% | 0.9% |
| Beta | 0.84% | 0.9% |
| Alpha | 4% | 6.92% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
WhiteOak Capital Mid Cap Fund Regular Plan Growth
3Y Returns0%
Kotak Emerging Equity Scheme - Growth
3Y Returns23.25%
Nippon India Strategic Debt Fund - Growth Option
3Y Returns5.69%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns6.48%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns6.5%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.1%
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns5.89%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns6.06%