Sundaram Financial Services Opportunities Fund Regular Plan vs Quant BFSI Fund Regular compare
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
Fund | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1453 Cr | ₹630 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 10 Jun 2008 | 19 Jun 2023 |
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 | 2.11 | 2.33 |
Manager | Rohit Seksaria | Sanjeev Sharma |
ISIN Code | INF903J01629 | INF966L01CA6 |
Exits Load | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
1 Month | -0.16% | -4.09% |
6 Month | -4.71% | -14.35% |
1 Year | 5.19% | -7.54% |
3 Year | 15.14% | - |
5 Year | 13.51% | - |
SIP Return Analysis
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 0.4% | -12.53% |
3 Year | 17.26% | - |
5 Year | 18.54% | - |
Rolling Lumpsum Returns
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
1 Year | 15.9% | 40.14% |
3 Year | 13.42% | - |
5 Year | 13.25% | - |
Risk Management
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.56% | - |
Sharp | 0.9% | - |
Beta | 0.9% | - |
Alpha | 6.92% | - |
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Fund Managers
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
Name | Rohit Seksaria | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Fund Manage | 15 | 22 |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
Market Cap
Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
---|---|---|
Others | 4.32 | 14.74 |
Large Cap | 61.19 | 31.36 |
Small Cap | 27.27 | 44.63 |
Mid Cap | 6.8 | 9.25 |
Sector Allocation
Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
---|---|---|
Others | 4.32 | 14.74 |
Finance | 22.74 | 50.76 |
Banks | 63.87 | 9.13 |
Capital Markets | 5.31 | - |
Financial Technology (Fintech) | 1.11 | - |
Insurance | 2.23 | 17.53 |
Petroleum Products | - | 4.36 |
Telecom - Services | - | 3.46 |
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