ICICI Prudential Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
ICICI Prudential Banking and Financial Services Fund - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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) | ₹8850 Cr | ₹1453 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 | 2.11 |
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 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | 0.84% | -0.16% |
6 Month | -1.12% | -4.71% |
1 Year | 13.12% | 5.19% |
3 Year | 11.46% | 15.14% |
5 Year | 11% | 13.51% |
SIP Return Analysis
Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.07% | 0.4% |
3 Year | 14.54% | 17.26% |
5 Year | 16.16% | 18.54% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.31% | 15.9% |
3 Year | 15.61% | 13.42% |
5 Year | 15.04% | 13.25% |
Risk Management
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 | 0.52% | 0.9% |
Beta | 0.88% | 0.9% |
Alpha | 2.39% | 6.92% |
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Fund Managers
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 |
Fund Manage | 35 | 15 |
ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
Scheme Name |
ICICI Prudential Banking and Financial Services Fund - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 4.13 | 4.32 |
Mid Cap | 11.15 | 6.8 |
Small Cap | 6.78 | 27.27 |
Large Cap | 77.51 | 61.19 |
Sector Allocation
Scheme Name |
ICICI Prudential Banking and Financial Services Fund - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 4.13 | 4.32 |
Finance | 10.59 | 22.74 |
Capital Markets | 2.67 | 5.31 |
Banks | 65.67 | 63.87 |
Insurance | 16.13 | 2.23 |
IT - Services | 0.19 | - |
Commercial Services & Supplies | 0.19 | - |
Financial Technology (Fintech) | - | 1.11 |
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