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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) | ₹9930 Cr | ₹1548 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 | 0.13% | -3.38% |
| 6 Month | 13.5% | 11.27% |
| 1 Year | 13.36% | 4.96% |
| 3 Year | 16.18% | 18.14% |
| 5 Year | 21.37% | 22.31% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.84% | -0.46% |
| 1 Year | 14.02% | 4.21% |
| 3 Year | 16.09% | 13.81% |
| 5 Year | 15.74% | 16.01% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.93% | 15.12% |
| 3 Year | 15.74% | 13.93% |
| 5 Year | 15.35% | 13.41% |
Risk Management
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.02% | 12.72% |
| Sharp | 0.90% | 1.00% |
| Beta | 0.76% | 0.88% |
| Alpha | 4.95% | 6.96% |
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 | 6.24 | 10.12 |
| Mid Cap | 11.28 | 3.87 |
| Large Cap | 70.98 | 63.77 |
| Small Cap | 11.51 | 22.23 |
Sector Allocation
| Scheme Name |
ICICI Prudential Banking and Financial Services Fund - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.71 | 4.96 |
| Financial Services | 93.99 | 95.04 |
| Healthcare | 1 | - |
| Industrials | 0.3 | - |
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