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) | ₹1141 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 | 2.23 | 2.11 |
| Manager | Preethi R S | Rohit Seksaria |
| ISIN Code | INF789F01372 | INF903J01629 |
| Exits Load | Exit load of 1%, if redeemed within 30 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.54% | 0.99% |
| 6 Month | 13.15% | 14.76% |
| 1 Year | 25.86% | 30.95% |
| 3 Year | 14.79% | 19.35% |
| 5 Year | 13.62% | 18.89% |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.81% | 12.5% |
| 3 Year | 27.72% | 40.26% |
| 5 Year | 51.42% | 71.75% |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.09% | 21.17% |
| 3 Year | 43.58% | 57.22% |
| 5 Year | 60.16% | 81.29% |
| 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 | 1.62 | 5.48 |
| Large Cap | 67.14 | 71.45 |
| Small Cap | 20.11 | 19.74 |
| Mid Cap | 11.15 | 3.32 |
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.21 | 3.12 |
| Financial | 94.29 | 92.18 |
| Insurance | 3.5 | 2.71 |
| Services | 1.02 | - |
| Unclassified | - | 1.98 |
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