- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Financial Services Opportunities Fund Regular Plan vs Tata Banking And Financial Services Fund compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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 | 2.41% | 1.87% |
| 6 Month | 6.5% | 4.79% |
| 1 Year | 15.98% | 9.44% |
| 3 Year | 24.43% | 25.74% |
| 5 Year | 22.31% | 25.25% |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 11.54% | 10.62% |
| 1 Year | 21.89% | 17.06% |
| 3 Year | 19.35% | 19.48% |
| 5 Year | 18.03% | 19.53% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.45% | 15.39% |
| 3 Year | 13.98% | 13.68% |
| 5 Year | 13.92% | 13.35% |
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 | 1.03% | 0.693% |
| Beta | 0.93% | 0.933% |
| Alpha | 3.71% | 6.306% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.53 | 9.68 |
| Mid Cap | 14.65 | 5.9 |
| Large Cap | 58.29 | 59.16 |
| Small Cap | 22.53 | 25.26 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.53 | 5.61 |
| Finance | 20.31 | - |
| Banks | 64.18 | - |
| Capital Markets | 1.97 | - |
| Insurance | 7.12 | - |
| Financial Technology (Fintech) | 1.89 | - |
| Financial Services | - | 94.39 |
Top Comparisons
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.78%
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option
3Y Returns8.69%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns19%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns7.19%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.8%
DSP Bond Fund - Growth
3Y Returns8.04%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.97%
