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

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tortoise-icon ICICI Prudential Banking and Financial Services Fund - Growth

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tortoise-icon 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) ₹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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