- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
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
Quant BFSI Fund Regular vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1460 Cr | ₹601 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 10 Jun 2008 | 19 Jun 2023 |
| 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 | 2.14 | 2.34 |
| Manager | Rohit Seksaria | Sanjeev Sharma |
| ISIN Code | INF903J01629 | INF966L01CA6 |
| Exits Load | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.07% | 2.94% |
| 6 Month | 12.11% | 28.7% |
| 1 Year | -0.4% | 2.71% |
| 3 Year | 16.81% | - |
| 5 Year | 22.34% | - |
SIP Return Analysis
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.6% | 6.5% |
| 1 Year | 6.26% | 24.76% |
| 3 Year | 13.38% | - |
| 5 Year | 15.49% | - |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.12% | 9.69% |
| 3 Year | 13.93% | - |
| 5 Year | 13.41% | - |
Risk Management
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.28% | - |
| Sharp | 0.69% | - |
| Beta | 0.91% | - |
| Alpha | 5.82% | - |
Fund Managers
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Rohit Seksaria | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 15 | 22 |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 10.08 | 25.57 |
| Small Cap | 21.74 | 43.21 |
| Large Cap | 65.22 | 23.2 |
| Mid Cap | 2.96 | 8.02 |
Sector Allocation
| Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 4.97 | 22.67 |
| Financial Services | 95.03 | 75.49 |
| Technology | - | 1.84 |
Top Comparisons
ICICI Prudential Technology Fund - Growth
3Y Returns16.68%
SBI Technology Opportunities Fund Regular Growth
3Y Returns19.99%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns15.1%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns15.1%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns15.36%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns15.29%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns12.99%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns18.38%
