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 -2.53% 0.99%
6 Month 9.34% 14.76%
1 Year 24.87% 30.95%
3 Year 13.38% 19.35%
5 Year 14.32% 18.89%

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 8.04% 12.5%
3 Year 28.88% 40.26%
5 Year 52.45% 71.75%

Rolling Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 17.24% 16.39%
3 Year 13.71% 13.33%
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 0.59% 0.9%
Beta 0.96% 0.9%
Alpha 4.36% 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 5.48
Small Cap 28.52 19.74
Large Cap 57.88 71.45
Mid Cap 10.37 3.32

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 3.23 3.12
Financial 89.4 92.18
Healthcare 1.16 -
Services 2.21 -
Insurance 4 2.71
Unclassified - 1.98

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