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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) | ₹10088 Cr | ₹1605 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.96% | 0.7% |
| 6 Month | 14.99% | 14.5% |
| 1 Year | 10.81% | 5.18% |
| 3 Year | 19.21% | 23.48% |
| 5 Year | 22.02% | 23.47% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.29% | 8.76% |
| 1 Year | 21.77% | 18.56% |
| 3 Year | 18.56% | 19.15% |
| 5 Year | 17.41% | 19.3% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.13% | 15.39% |
| 3 Year | 15.6% | 13.68% |
| 5 Year | 15.14% | 13.35% |
Risk Management
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.31% | 13.94% |
| Sharp | 1.17% | 1.31% |
| Beta | 0.80% | 0.90% |
| Alpha | 5.20% | 7.91% |
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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 |
| Funds Managed | 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 | 7.42 | 10.48 |
| Mid Cap | 14.29 | 4.02 |
| Large Cap | 66.85 | 62.69 |
| Small Cap | 11.45 | 22.82 |
Sector Allocation
| Scheme Name |
ICICI Prudential Banking and Financial Services Fund - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.39 | 5.69 |
| Financial Services | 92.47 | 94.31 |
| Healthcare | 0.81 | - |
| Industrials | 0.33 | - |
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