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Taurus Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Taurus Banking & Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | Taurus 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) | ₹9 Cr | ₹1386 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹1500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 02 May 2012 | 10 Jun 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open-Ended | Open Ended |
| Benchmark | S&P BSE Bankex | Nifty Financial Services TRI |
| Turn Over | 92% | 58% |
| Expense Ratio | 2.45 | 2.14 |
| Manager | Hardik Shah | Rohit Seksaria |
| ISIN Code | INF044D01BI4 | INF903J01629 |
| Exits Load | 0.5% for redemption within 7 days/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 |
Trailing Lumpsum Returns
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.16% | 6.84% |
| 6 Month | 10.97% | -6.75% |
| 1 Year | 21.73% | 8.24% |
| 3 Year | 14.75% | 17.98% |
| 5 Year | 15.08% | 25.23% |
SIP Return Analysis
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | -0.1% |
| 1 Year | - | -2.09% |
| 3 Year | - | 16.3% |
| 5 Year | - | 18.22% |
Rolling Lumpsum Returns
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 15.9% |
| 3 Year | - | 13.42% |
| 5 Year | - | 13.25% |
Risk Management
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.13% | 14.334% |
| Sharp | 0.68% | 0.693% |
| Beta | 0.92% | 0.933% |
| Alpha | 2.71% | 6.306% |
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Fund Managers
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Hardik Shah | Rohit Seksaria |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 12 | 15 |
| Taurus Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Taurus Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.14 | 9.68 |
| Small Cap | 7.78 | 25.26 |
| Large Cap | 76.17 | 59.16 |
| Mid Cap | 14.91 | 5.9 |
Sector Allocation
| Scheme Name |
Taurus Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.14 | 5.61 |
| Financial | 94.9 | - |
| Insurance | 1.04 | - |
| Services | 2.92 | - |
| Financial Services | - | 94.39 |
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