Sundaram Financial Services Opportunities Fund Regular Plan vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Banking and 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) | ₹3264 Cr | ₹1453 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Dec 2013 | 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 | 20% | 58% |
Expense Ratio | 1.99 | 2.11 |
Manager | Dhaval Gala | Rohit Seksaria |
ISIN Code | INF209K011W7 | INF903J01629 |
Exits Load | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% 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 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | -0.96% | -0.16% |
6 Month | -3.9% | -4.71% |
1 Year | 5.04% | 5.19% |
3 Year | 10.63% | 15.14% |
5 Year | 10.81% | 13.51% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -0.86% | 0.4% |
3 Year | 12.62% | 17.26% |
5 Year | 15.19% | 18.54% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.58% | 15.9% |
3 Year | 14.76% | 13.42% |
5 Year | 12.61% | 13.25% |
Risk Management
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.35% | 14.56% |
Sharp | 0.59% | 0.9% |
Beta | 0.93% | 0.9% |
Alpha | 2.6% | 6.92% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Name | Dhaval Gala | Rohit Seksaria |
Total AUM | ₹23597 Cr | ₹0 Cr |
Fund Manage | 7 | 15 |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 2.39 | 4.32 |
Small Cap | 18.17 | 27.27 |
Large Cap | 66.83 | 61.19 |
Mid Cap | 12.62 | 6.8 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 2.39 | 4.32 |
Capital Markets | 6.3 | 5.31 |
Banks | 64.41 | 63.87 |
Finance | 21.96 | 22.74 |
Insurance | 4.95 | 2.23 |
Financial Technology (Fintech) | - | 1.11 |
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