- 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
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 | 1.92% | 1.87% |
| 6 Month | 6.02% | 4.79% |
| 1 Year | 16.67% | 9.44% |
| 3 Year | 21.06% | 25.74% |
| 5 Year | 24.16% | 25.25% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.78% | 10.62% |
| 1 Year | 18.66% | 17.06% |
| 3 Year | 17.92% | 19.48% |
| 5 Year | 17.2% | 19.53% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Banking and Financial Services Fund - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.13% | 15.39% |
| 3 Year | 15.6% | 13.68% |
| 5 Year | 15.14% | 13.35% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | - |
Top Comparisons
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns14.94%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns12.82%
ITI Small Cap Fund Regular - Growth
3Y Returns31.55%
Bandhan Small Cap Fund Regular Growth
3Y Returns34.98%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.24%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.65%
Bajaj Finserv Arbitrage Fund Regular - Growth
3Y Returns0%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.81%
