- 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 ITI Banking and Financial Services Fund Regular compare
ITI Banking and Financial Services Fund Regular - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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 | 3.64% | 6.87% |
| 6 Month | 6.36% | 3.74% |
| 1 Year | 10.52% | 9.54% |
| 3 Year | 15.2% | 21.33% |
| 5 Year | - | 23.86% |
SIP Return Analysis
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.11% | 9.62% |
| 1 Year | 15.9% | 12.91% |
| 3 Year | 15.27% | 20.49% |
| 5 Year | - | 20.43% |
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 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
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.84%
BANDHAN LIQUID Fund - Regular Plan - Growth
3Y Returns6.77%
HDFC Manufacturing Fund - Regular (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.62%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.05%
Sundaram Short Duration Fund Regular Growth
3Y Returns6.97%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns6.7%
