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ITI Banking and Financial Services Fund Regular vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon ITI Banking and Financial Services Fund Regular - 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 ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹318 Cr ₹1605 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Dec 2021 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 % 58%
Expense Ratio 2.34 2.14
Manager Rohan Korde Rohit Seksaria
ISIN Code INF00XX01BR2 INF903J01629
Exits Load ITI Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 0.62% -0.63%
6 Month 17.44% 15.15%
1 Year 11.15% 6.23%
3 Year 17.23% 23.71%
5 Year - 23.25%

SIP Return Analysis

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 8.97% 8.76%
1 Year 22.55% 18.56%
3 Year 15.74% 19.15%
5 Year - 19.3%

Rolling Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 14.39% 15.39%
3 Year 11.37% 13.68%
5 Year - 13.35%

Risk Management

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 13.66% 13.94%
Sharp 0.91% 1.31%
Beta 0.89% 0.90%
Alpha 2.14% 7.91%

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Fund Managers

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Rohan Korde Rohit Seksaria
Total AUM ₹4626 Cr ₹0 Cr
Funds Managed 10 15
ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 7.55 10.82
Small Cap 12.83 22.13
Large Cap 73.17 62.27
Mid Cap 6.45 4.78

Sector Allocation

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 5.67 6.33
Technology 1.4 -
Financial Services 92.93 93.67

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