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Sundaram Financial Services Opportunities Fund Regular Plan vs ICICI Prudential Banking and Financial Services Fund compare
ICICI Prudential Banking and Financial Services Fund - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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) | ₹9688 Cr | ₹1514 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 | 2.91% | 3.09% |
| 6 Month | 7.53% | 2.52% |
| 1 Year | 11.99% | 6.15% |
| 3 Year | 17.24% | 18.84% |
| 5 Year | 21.58% | 22% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.25% | -0.22% |
| 1 Year | 15.7% | 10.41% |
| 3 Year | 15.6% | 14% |
| 5 Year | 14.94% | 15.72% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.75% | 14.82% |
| 3 Year | 15.71% | 14.08% |
| 5 Year | 15.54% | 13.47% |
Risk Management
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.00% | 13.09% |
| Sharp | 0.80% | 0.86% |
| Beta | 0.77% | 0.90% |
| Alpha | 4.74% | 6.42% |
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 | 5 | 10.56 |
| Mid Cap | 11.34 | 3.38 |
| Large Cap | 72.05 | 64.9 |
| Small Cap | 11.6 | 21.16 |
Sector Allocation
| Scheme Name |
ICICI Prudential Banking and Financial Services Fund - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.02 | 5.4 |
| Financial Services | 93.8 | 94.6 |
| Technology | 0.4 | - |
| Healthcare | 1.4 | - |
| Industrials | 0.38 | - |
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