- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 Risk |
| 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% | -0.47% |
| 6 Month | 10.97% | -7.64% |
| 1 Year | 21.73% | 3.09% |
| 3 Year | 14.75% | 15.57% |
| 5 Year | 15.08% | 13.49% |
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 | - | -6.45% |
| 3 Year | - | 14.25% |
| 5 Year | - | 17.41% |
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% | 14.505% |
| Sharp | 0.68% | 0.663% |
| Beta | 0.92% | 0.934% |
| Alpha | 2.71% | 6.487% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
|---|---|---|
| Others | 1.14 | 4.32 |
| Small Cap | 7.78 | 27.27 |
| Large Cap | 76.17 | 61.19 |
| Mid Cap | 14.91 | 6.8 |
Sector Allocation
| Scheme Name |
Taurus Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.14 | 4.32 |
| Financial | 94.9 | - |
| Insurance | 1.04 | 2.23 |
| Services | 2.92 | - |
| Finance | - | 22.74 |
| Banks | - | 63.87 |
| Capital Markets | - | 5.31 |
| Financial Technology (Fintech) | - | 1.11 |
Top Comparisons
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.34%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.3%
Kotak Equity Opportunities Fund - Growth
3Y Returns16.22%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns18.75%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns10.47%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns13.74%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns22.64%
UTI Infrastructure Fund-Growth Option
3Y Returns18.35%
