- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹11154 Cr | ₹1661 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 | -1.02% | 1.62% |
| 6 Month | 1.42% | 7.02% |
| 1 Year | 15.33% | 19.89% |
| 3 Year | 16.01% | 20.31% |
| 5 Year | 15.89% | 18.04% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.72% | 3.41% |
| 1 Year | 3.22% | 12.31% |
| 3 Year | 12.1% | 14.58% |
| 5 Year | 12.91% | 16.21% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.46% | 14.63% |
| 3 Year | 15.74% | 14.51% |
| 5 Year | 15.88% | 13.61% |
Risk Management
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.31% | 14.56% |
| Sharp | 0.83% | 0.91% |
| Beta | 0.86% | 0.97% |
| Alpha | 1.45% | 3.21% |
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 | 6.01 | 7.87 |
| Mid Cap | 9.34 | 4.18 |
| Small Cap | 14.14 | 24.94 |
| Large Cap | 70.5 | 63.01 |
Sector Allocation
| Scheme Name |
ICICI Prudential Banking and Financial Services Fund - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.5 | 2.57 |
| Financial Services | 94.59 | 97.43 |
| Technology | 0.39 | - |
| Healthcare | 1.22 | - |
| Industrials | 0.31 | - |
Top Comparisons
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns18.43%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.96%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns16.86%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.59%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns20.95%
Quant Quantamental Fund Regular - Growth
3Y Returns18.22%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
LIC MF Flexi Cap Fund-Growth
3Y Returns15.77%
