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Sundaram Financial Services Opportunities Fund Regular Plan vs Quant BFSI Fund Regular compare

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

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tortoise-icon Quant BFSI Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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