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) | ₹1548 Cr | ₹601 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 | 2.14 | 2.34 |
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 | 3.15% | 6.37% |
6 Month | 13.5% | 11.54% |
1 Year | 8.22% | 2.98% |
3 Year | 26.73% | - |
5 Year | 24.99% | - |
SIP Return Analysis
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
6 Month | 11.62% | 15.6% |
1 Year | 21.64% | 20.38% |
3 Year | 21.16% | - |
5 Year | 20.48% | - |
Rolling Lumpsum Returns
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
1 Year | 15.39% | 22.2% |
3 Year | 13.68% | - |
5 Year | 13.35% | - |
Risk Management
Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.66% | - |
Sharp | 1.05% | - |
Beta | 0.91% | - |
Alpha | 7.03% | - |
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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 |
Funds Managed | 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 | 9.68 | 19.22 |
Small Cap | 25.26 | 32.59 |
Large Cap | 59.16 | 42.76 |
Mid Cap | 5.9 | 5.43 |
Sector Allocation
Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
---|---|---|
Others | 5.61 | 19.22 |
Financial Services | 94.39 | 69.12 |
Energy | - | 7.49 |
Technology | - | 4.17 |
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