Aditya Birla Sun Life Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Banking and 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) | ₹3101 Cr | ₹1386 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Dec 2013 | 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 | 1.99 | 2.14 |
Manager | Dhaval Gala | Rohit Seksaria |
ISIN Code | INF209K011W7 | INF903J01629 |
Exits Load | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - 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 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | 7.34% | 7.28% |
6 Month | 5.79% | 6.39% |
1 Year | 15.18% | 12.46% |
3 Year | 21.44% | 25.07% |
5 Year | 25.03% | 25.97% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | 12.68% | 11.77% |
1 Year | 22.24% | 19.92% |
3 Year | 18.62% | 20.79% |
5 Year | 17.75% | 20.21% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.09% | 15.39% |
3 Year | 14.78% | 13.68% |
5 Year | 12.71% | 13.35% |
Risk Management
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.932% | 14.334% |
Sharp | 0.453% | 0.693% |
Beta | 0.96% | 0.933% |
Alpha | 3.029% | 6.306% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Name | Dhaval Gala | Rohit Seksaria |
Total AUM | ₹23597 Cr | ₹0 Cr |
Funds Managed | 7 | 15 |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 6.76 | 9.68 |
Small Cap | 16.03 | 25.26 |
Mid Cap | 12.68 | 5.9 |
Large Cap | 64.53 | 59.16 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 4 | 5.61 |
Financial Services | 94.79 | 94.39 |
Technology | 1.22 | - |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns21.22%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns17.06%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns18.96%
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0%
HDFC Money Market Fund - Growth Option
3Y Returns7.38%
Nippon India Gilt Securities Fund -Growth Plan - Growth Option
3Y Returns7.79%
Invesco India GILT Fund - Growth
3Y Returns7.64%