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

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

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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	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)	₹1255 Cr	₹1460 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	1.07%	0.75%
6 Month	15.78%	12.37%
1 Year	6.59%	-0.64%
3 Year	14.92%	16.7%
5 Year	21.15%	21.99%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	1.07%	-1.6%
1 Year	13.72%	6.26%
3 Year	15.5%	13.38%
5 Year	15.18%	15.49%

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	12.73%	13.28%
Sharp	0.62%	0.69%
Beta	0.86%	0.91%
Alpha	4.70%	5.82%

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