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Sundaram Financial Services Opportunities Fund Regular Plan vs ICICI Prudential Banking and Financial Services Fund compare

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tortoise-icon ICICI Prudential Banking and Financial Services Fund - 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 ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9046 Cr ₹1386 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 22 Aug 2008 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 47% 58%
Expense Ratio 1.82 2.14
Manager Sharmila D'mello Rohit Seksaria
ISIN Code INF109K01BU5 INF903J01629
Exits Load ICICI Prudential Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 15 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 ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 0.76% -1.32%
6 Month 8.69% 8.68%
1 Year 20.12% 12.48%
3 Year 19.68% 24.09%
5 Year 27.79% 28.66%

SIP Return Analysis

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 9.53% 9.95%
1 Year 19.48% 16.03%
3 Year 18.75% 20.48%
5 Year 17.86% 20.11%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 17.18% 15.9%
3 Year 15.55% 13.42%
5 Year 14.96% 13.25%

Risk Management

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 12.571% 14.334%
Sharp 0.555% 0.693%
Beta 0.824% 0.933%
Alpha 3.776% 6.306%

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Fund Managers

Scheme Name ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Sharmila D'mello Rohit Seksaria
Total AUM ₹354743 Cr ₹0 Cr
Funds Managed 35 15
ICICI Prudential Banking and Financial Services Fund - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Banking and Financial Services Fund - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 9.29 9.68
Mid Cap 13.88 5.9
Small Cap 8.46 25.26
Large Cap 68.37 59.16

Sector Allocation

Scheme Name

ICICI Prudential Banking and Financial Services Fund - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 9.29 5.61
Financial Services 90.46 94.39
Technology 0.08 -
Industrials 0.16 -

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