UTI Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | 7.5% | 10.18% |
6 Month | 5.96% | 5.04% |
1 Year | 20.36% | 17.11% |
3 Year | 17.96% | 21.19% |
5 Year | 24.9% | 26.56% |
SIP Return Analysis
Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | 8.9% | 8.97% |
1 Year | 17.51% | 13.11% |
3 Year | 19.11% | 20.58% |
5 Year | 18.43% | 20.46% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 10.02 | 9.68 |
Small Cap | 16.31 | 25.26 |
Large Cap | 63.41 | 59.16 |
Mid Cap | 10.27 | 5.9 |
Sector Allocation
Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 4.54 | 5.61 |
Financial Services | 95.39 | 94.39 |
Technology | 0.08 | - |
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