ICICI Prudential Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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ICICI Prudential Banking and Financial Services Fund - Growth

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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	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹10593 Cr	₹1601 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	22 Aug 2008	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	47%	58%
Expense Ratio	1.82	2.14
Manager	Sharmila D'mello	Rohit Seksaria
ISIN Code	INF109K01BU5	INF903J01629
Exits Load	ICICI Prudential Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 15 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	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	0.73%	0.71%
6 Month	3.24%	1.58%
1 Year	11.19%	8.07%
3 Year	14.54%	16.71%
5 Year	16.51%	17.63%

Scheme Name	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	4.25%	5.98%
1 Year	19.63%	20.37%
3 Year	16.43%	16.24%
5 Year	15.25%	17.02%

Scheme Name	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	16.61%	14.58%
3 Year	15.8%	14.38%
5 Year	15.79%	13.56%

Scheme Name	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	13.31%	14.56%
Sharp	0.83%	0.9%
Beta	0.85%	0.97%
Alpha	1.79%	3.4%

Scheme Name	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name	Sharmila D'mello	Rohit Seksaria
Total AUM	₹354743 Cr	₹0 Cr
Funds Managed	35	15
	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth