Sundaram Financial Services Opportunities Fund Regular Plan vs ITI Banking and Financial Services Fund Regular compare

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ITI Banking and Financial Services Fund Regular - Growth

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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	ITI Banking and Financial Services Fund Regular - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund	ITI Banking and Financial Services Fund Regular - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹302 Cr	₹1460 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Dec 2021	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	%	58%
Expense Ratio	2.34	2.14
Manager	Rohan Korde	Rohit Seksaria
ISIN Code	INF00XX01BR2	INF903J01629
Exits Load	ITI Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	0.71%	0.75%
6 Month	13.96%	12.37%
1 Year	6.38%	-0.64%
3 Year	11.86%	16.7%
5 Year	-	21.99%

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	0.64%	-1.6%
1 Year	13.17%	6.26%
3 Year	12.37%	13.38%
5 Year	-	15.49%

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	13.96%	15.12%
3 Year	13.61%	13.93%
5 Year	-	13.41%

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	12.54%	13.28%
Sharp	0.38%	0.69%
Beta	0.88%	0.91%
Alpha	1.52%	5.82%

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name	Rohan Korde	Rohit Seksaria
Total AUM	₹4626 Cr	₹0 Cr
Funds Managed	10	15
	ITI Banking and Financial Services Fund Regular - Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth