Tata Banking And Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
| 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) | ₹2374 Cr | ₹1453 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 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 | 1.97 | 2.11 |
| Manager | Amey Sathe | Rohit Seksaria |
| ISIN Code | INF277K01Y86 | INF903J01629 |
| Exits Load | Tata Banking And Financial Services Fund - Growth charges 0.25% 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 | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.43% | -3.29% |
| 6 Month | -2.65% | -7.71% |
| 1 Year | 7.46% | 5.1% |
| 3 Year | 13.01% | 14.97% |
| 5 Year | 11.73% | 13.71% |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.19% | -3.5% |
| 3 Year | 13.95% | 15.75% |
| 5 Year | 15.25% | 17.93% |
| 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% |
| 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 | 0.61% | 0.9% |
| Beta | 0.95% | 0.9% |
| Alpha | 4.07% | 6.92% |
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| 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 |
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.36 | 4.32 |
| Small Cap | 27.66 | 27.27 |
| Mid Cap | 13.9 | 6.8 |
| Large Cap | 57.08 | 61.19 |
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.36 | 4.32 |
| Capital Markets | 6.84 | 5.31 |
| Finance | 20.77 | 22.74 |
| Banks | 61.74 | 63.87 |
| Insurance | 7.28 | 2.23 |
| Financial Technology (Fintech) | 2.01 | 1.11 |
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