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Sundaram Financial Services Opportunities Fund Regular Plan vs Tata Banking And Financial Services Fund compare

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tortoise-icon Tata Banking And Financial Services Fund-Regular Plan-Growth

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

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Chart Comparison

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

Overview

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2324 Cr ₹1386 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Dec 2015 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 10.36% 58%
Expense Ratio 0.55 2.14
Manager Amey Sathe Rohit Seksaria
ISIN Code INF277K01Y86 INF903J01629
Exits Load Tata Banking And Financial Services Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 3.62% 4.28%
6 Month 10.69% 10.54%
1 Year 19.91% 13.73%
3 Year 23.39% 25.36%
5 Year 23.79% 26.99%

SIP Return Analysis

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 10.16% 9.95%
1 Year 20.1% 16.03%
3 Year 19.65% 20.48%
5 Year 18.14% 20.11%

Rolling Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 16.78% 15.9%
3 Year 13.75% 13.42%
5 Year 13.75% 13.25%

Risk Management

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 15.02% 14.334%
Sharp 0.92% 0.693%
Beta 0.94% 0.933%
Alpha 2.92% 6.306%

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Fund Managers

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Amey Sathe Rohit Seksaria
Total AUM ₹11910 Cr ₹0 Cr
Funds Managed 4 15
Tata Banking And Financial Services Fund-Regular Plan-Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 5.01 9.68
Mid Cap 13.78 5.9
Large Cap 58.94 59.16
Small Cap 22.27 25.26

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 5.01 5.61
Finance 21.16 -
Banks 63.17 -
Capital Markets 2.08 -
Insurance 6.74 -
Financial Technology (Fintech) 1.84 -
Financial Services - 94.39

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