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
| 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) | ₹1159 Cr | ₹1453 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 | 2.2 | 2.11 |
| 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 | -3.41% | -1.88% |
| 6 Month | -3.04% | -6.37% |
| 1 Year | 8.11% | 6.62% |
| 3 Year | 11.82% | 15.2% |
| 5 Year | 10.12% | 13.96% |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -0.11% | -3.5% |
| 3 Year | 13.06% | 15.75% |
| 5 Year | 15.22% | 17.93% |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.8% | 16.22% |
| 3 Year | 13.37% | 13.25% |
| 5 Year | 11.82% | 13.15% |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.94% | 14.56% |
| Sharp | 0.62% | 0.9% |
| Beta | 0.92% | 0.9% |
| Alpha | 2.98% | 6.92% |
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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 |
| Fund Manage | 1 | 15 |
| UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.06 | 4.32 |
| Small Cap | 16.92 | 27.27 |
| Large Cap | 66.66 | 61.19 |
| Mid Cap | 15.37 | 6.8 |
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.06 | 4.32 |
| Capital Markets | 10.68 | 5.31 |
| Finance | 24.2 | 22.74 |
| Banks | 55.31 | 63.87 |
| Insurance | 8.76 | 2.23 |
| Financial Technology (Fintech) | - | 1.11 |
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