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Sundaram Financial Services Opportunities Fund Regular Plan vs UTI Banking and Financial Services Fund compare
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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) | ₹1287 Cr | ₹1514 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 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.66% | 5.51% |
| 6 Month | 7.07% | 5.58% |
| 1 Year | 17.06% | 15.35% |
| 3 Year | 15.85% | 18.26% |
| 5 Year | 17.49% | 18.97% |
SIP Return Analysis
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.55% | 4.55% |
| 1 Year | 19.42% | 18.42% |
| 3 Year | 16.72% | 15.99% |
| 5 Year | 15.6% | 16.82% |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.2% | 14.62% |
| 3 Year | 13.7% | 14.34% |
| 5 Year | 12.12% | 13.54% |
Risk Management
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.36% | 13.03% |
| Sharp | 0.74% | 0.85% |
| Beta | 0.92% | 0.96% |
| Alpha | 1.83% | 3.48% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 12.16 | 10.56 |
| Small Cap | 13.71 | 21.16 |
| Large Cap | 65.62 | 64.9 |
| Mid Cap | 8.51 | 3.38 |
Sector Allocation
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.95 | 5.4 |
| Financial Services | 97.74 | 94.6 |
| Technology | 1.31 | - |
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