Sundaram Financial Services Opportunities Fund Regular Plan vs UTI Banking and Financial Services Fund compare

Link copied to clipboard!

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Invest Now

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1356 Cr	₹1605 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	01 Aug 2005	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	20%	58%
Expense Ratio	2.22	2.14
Manager	Preethi R S	Rohit Seksaria
ISIN Code	INF789F01372	INF903J01629
Exits Load	UTI Banking and Financial Services Fund - Growth charges 1.0% 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

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	-3.75%	-4.63%
6 Month	10.13%	6.37%
1 Year	13.82%	7.5%
3 Year	16.85%	19.18%
5 Year	21.67%	22.94%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	3.82%	2.35%
1 Year	12.31%	6.95%
3 Year	15.82%	15.17%
5 Year	15.79%	16.88%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	14.5%	15.12%
3 Year	13.56%	13.93%
5 Year	11.93%	13.41%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	12.68%	12.72%
Sharp	0.83%	1.00%
Beta	0.89%	0.90%
Alpha	6.00%	7.91%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name	Preethi R S	Rohit Seksaria
Total AUM	₹1002 Cr	₹0 Cr
Funds Managed	1	15
	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth