ITI Banking and Financial Services Fund Regular vs Sundaram Financial Services Opportunities Fund Regular Plan compare
ITI Banking and Financial Services Fund Regular - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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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