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

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ICICI Prudential Banking and Financial Services Fund - Growth

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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)	₹9688 Cr	₹1460 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

Scheme Name	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	0.26%	0.17%
6 Month	15.65%	11.72%
1 Year	7.02%	-0.12%
3 Year	14.7%	16.43%
5 Year	21%	22.15%

Scheme Name	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	1.54%	-1.6%
1 Year	14.04%	6.26%
3 Year	15.45%	13.38%
5 Year	15.05%	15.49%

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%

Scheme Name	ICICI Prudential Banking and Financial Services Fund - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	11.20%	13.28%
Sharp	0.68%	0.69%
Beta	0.78%	0.91%
Alpha	4.77%	5.82%

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