UTI Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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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	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1128 Cr	₹1386 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	01 Aug 2005	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	20%	58%
Expense Ratio	2.22	2.14
Manager	Preethi R S	Rohit Seksaria
ISIN Code	INF789F01372	INF903J01629
Exits Load	UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./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

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	6.97%	5.01%
6 Month	-4.21%	-7.95%
1 Year	11.43%	5.17%
3 Year	14.73%	16.77%
5 Year	24.71%	25.68%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	2.54%	-0.1%
1 Year	7.12%	-2.09%
3 Year	16.36%	16.3%
5 Year	17.08%	18.22%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	14.67%	15.9%
3 Year	13.36%	13.42%
5 Year	11.7%	13.25%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	14.251%	14.334%
Sharp	0.511%	0.693%
Beta	0.915%	0.933%
Alpha	3.729%	6.306%

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Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name	Preethi R S	Rohit Seksaria
Total AUM	₹1002 Cr	₹0 Cr
Funds Managed	1	15
	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth