Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Taurus Banking & Financial Services Fund - Regular Plan - Growth

Invest Now

tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

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 ₹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% 10.18%
6 Month 10.97% 5.04%
1 Year 21.73% 17.11%
3 Year 14.75% 21.19%
5 Year 15.08% 26.56%

SIP Return Analysis

Scheme Name Taurus Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - 8.97%
1 Year - 13.11%
3 Year - 20.58%
5 Year - 20.46%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.17%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.17%

Compare Now

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns6.89%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns6.68%

Compare Now

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.41%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.78%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns6.95%

VS

BANDHAN Bond Fund - Short Term - Regular Plan - Growth BANDHAN Bond Fund - Short Term - Regular Plan - Growth

3Y Returns6.92%

Compare Now
Add to Cart Successfully