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) | ₹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 |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.3% | 0.99% |
| 6 Month | 20.68% | 14.76% |
| 1 Year | 21.9% | 30.95% |
| 3 Year | 14.85% | 19.35% |
| 5 Year | 16.42% | 18.89% |
| 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% |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.17% | 21.17% |
| 3 Year | 44.35% | 57.22% |
| 5 Year | 60.84% | 81.29% |
| 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 | 0.52% | 0.9% |
| Beta | 0.96% | 0.9% |
| Alpha | 3.89% | 6.92% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 3.23 | 5.48 |
| Small Cap | 28.52 | 19.74 |
| Large Cap | 57.88 | 71.45 |
| Mid Cap | 10.37 | 3.32 |
| 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 |
Top Comparisons
Invesco India Arbitrage Fund - Growth Option
3Y Returns6.2%
HSBC Arbitrage Fund - Regular Growth
3Y Returns5.64%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns17.66%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns15.35%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns5.44%
Kotak Banking and PSU Debt - Growth
3Y Returns5.77%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns13.13%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns15.9%