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) | ₹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 |
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 | -3.91% | -3.36% |
6 Month | 14.07% | 12.03% |
1 Year | 10.26% | 5.44% |
3 Year | 17.54% | 20.23% |
5 Year | 21.98% | 23.48% |
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 | 5.34% | 4.56% |
1 Year | 16.58% | 12.83% |
3 Year | 17.84% | 17.7% |
5 Year | 17.14% | 18.47% |
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 | 14.58% | 15.39% |
3 Year | 13.47% | 13.68% |
5 Year | 11.81% | 13.35% |
Risk Management
Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.09% | 13.94% |
Sharp | 1.16% | 1.31% |
Beta | 0.89% | 0.90% |
Alpha | 6.00% | 7.91% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 12.05 | 10.48 |
Small Cap | 19.21 | 22.82 |
Large Cap | 59.33 | 62.69 |
Mid Cap | 9.41 | 4.02 |
Sector Allocation
Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 2.06 | 5.69 |
Financial Services | 97.36 | 94.31 |
Technology | 0.58 | - |
Top Comparisons
ICICI Prudential Flexicap Fund - Growth
3Y Returns19.02%
Kotak Flexicap Fund - Growth
3Y Returns18.12%
HDFC Mid-Cap Fund - Growth Plan
3Y Returns27.91%
HSBC Midcap Fund - Regular Growth
3Y Returns24.08%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.82%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns17.52%
HDFC Money Market Fund - Growth Option
3Y Returns7.44%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.16%