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 | -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% |
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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 |
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