Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon ITI Banking and Financial Services Fund Regular - Growth

Invest Now

tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

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) ₹266 Cr ₹1386 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

Trailing Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -1.35% -1.32%
6 Month 9.26% 8.68%
1 Year 15.42% 12.48%
3 Year 17.08% 24.09%
5 Year - 28.66%

SIP Return Analysis

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 9.84% 9.95%
1 Year 20.03% 16.03%
3 Year 15.8% 20.48%
5 Year - 20.11%

Rolling Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 14.74% 15.9%
3 Year 10.47% 13.42%
5 Year - 13.25%

Risk Management

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 13.993% 14.334%
Sharp 0.274% 0.693%
Beta 0.91% 0.933%
Alpha 0.817% 6.306%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 3.63 9.68
Small Cap 10.04 25.26
Large Cap 74.84 59.16
Mid Cap 11.49 5.9

Sector Allocation

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 2.05 5.61
Technology 0.86 -
Financial Services 97.09 94.39

Top Comparisons

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns6.9%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns7.11%

Compare Now

Sundaram Arbitrage Fund Regular Growth Sundaram Arbitrage Fund Regular Growth

3Y Returns6.36%

VS

Kotak Equity Arbitrage Fund - Growth Kotak Equity Arbitrage Fund - Growth

3Y Returns6.95%

Compare Now

Aditya Birla Sun Life Low Duration Fund - Growth Plan Aditya Birla Sun Life Low Duration Fund - Growth Plan

3Y Returns6.82%

VS

UTI Low Duration Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

3Y Returns7.27%

Compare Now

SBI NIFTY Index Fund - Regular Plan - Growth SBI NIFTY Index Fund - Regular Plan - Growth

3Y Returns15.47%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns25.23%

Compare Now
Add to Cart Successfully