Sundaram Financial Services Opportunities Fund Regular Plan vs Tata Banking And Financial Services Fund compare

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tortoise-icon Tata Banking And Financial Services Fund-Regular Plan-Growth

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tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Tata Banking And 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) ₹2228 Cr ₹1386 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Dec 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 10.36% 58%
Expense Ratio 1.99 2.11
Manager Amey Sathe Rohit Seksaria
ISIN Code INF277K01Y86 INF903J01629
Exits Load Exit load of 0.25% 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

Trailing Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -3.16% -4.48%
6 Month 9.5% 3.16%
1 Year 17.64% 16.85%
3 Year 13.01% 15.24%
5 Year 13.18% 14.96%

SIP Return Analysis

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year - 5.41%
3 Year - 19.75%
5 Year - 20.13%

Rolling Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 17.42% 16.22%
3 Year 13.7% 13.25%
5 Year 14.01% 13.15%

Risk Management

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 15.02% 14.56%
Sharp 0.49% 0.9%
Beta 0.96% 0.9%
Alpha 4.06% 6.92%

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Fund Managers

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Amey Sathe Rohit Seksaria
Total AUM ₹11910 Cr ₹0 Cr
Fund Manage 4 15
Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 3.23 5.02
Small Cap 28.52 29.57
Large Cap 57.88 58.86
Mid Cap 10.37 6.67

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 3.23 5.02
Financial 89.4 -
Healthcare 1.16 -
Services 2.21 -
Insurance 4 2.28
Finance - 23.92
Banks - 60.7
Capital Markets - 7.17
Financial Technology (Fintech) - 1.03

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