Taurus Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon Taurus Banking & 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 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 ₹500 ₹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 2.11
Manager Hardik Shah Rohit Seksaria
ISIN Code INF044D01BI4 INF903J01629
Exits Load 0.5% for redemption within 7 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 Taurus Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -0.16% 0.99%
6 Month 10.97% 14.76%
1 Year 21.73% 30.95%
3 Year 14.75% 19.35%
5 Year 15.08% 18.89%

SIP Return Analysis

Scheme Name Taurus Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year - 12.5%
3 Year - 40.26%
5 Year - 71.75%

Rolling Lumpsum Returns

Scheme Name Taurus Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year - 21.17%
3 Year - 57.22%
5 Year - 81.29%

Risk Management

Scheme Name Taurus Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 15.13% 14.56%
Sharp 0.68% 0.9%
Beta 0.92% 0.9%
Alpha 2.71% 6.92%

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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
Fund Manage 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

Large Cap 76.17 71.45
Mid Cap 14.91 3.32
Small Cap 7.78 19.74
Others 1.14 5.48

Sector Allocation

Scheme Name

Taurus Banking & Financial Services Fund - Regular Plan - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Financial 94.9 92.18
Services 2.92 -
Others 1.14 3.12
Insurance 1.04 2.71
Unclassified - 1.98

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