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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