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SBI Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8450 Cr | ₹1548 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Feb 2015 | 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 | 84% | 58% |
| Expense Ratio | 1.81 | 2.14 |
| Manager | Pradeep Kesavan | Rohit Seksaria |
| ISIN Code | INF200KA1473 | INF903J01629 |
| Exits Load | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.61% | -5.55% |
| 6 Month | 16.26% | 10.44% |
| 1 Year | 16.88% | 5.27% |
| 3 Year | 18.49% | 17.54% |
| 5 Year | 22.41% | 22.67% |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.22% | -0.46% |
| 1 Year | 17.93% | 4.21% |
| 3 Year | 20.31% | 13.81% |
| 5 Year | 18.02% | 16.01% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.09% | 15.12% |
| 3 Year | 15.2% | 13.93% |
| 5 Year | 13.68% | 13.41% |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.85% | 12.72% |
| Sharp | 1.04% | 1.00% |
| Beta | 0.80% | 0.88% |
| Alpha | 7.11% | 6.96% |
Fund Managers
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rohit Seksaria |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 15 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.59 | 10.12 |
| Mid Cap | 13.61 | 3.87 |
| Large Cap | 64.71 | 63.77 |
| Small Cap | 13.1 | 22.23 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.11 | 4.96 |
| Financial Services | 91.89 | 95.04 |
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