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

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

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tortoise-icon 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) ₹1128 Cr ₹1386 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 4.21% 5.7%
6 Month 1.89% 1.9%
1 Year 15.07% 10.5%
3 Year 19.21% 22.41%
5 Year 23.74% 25.26%

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 5.07% 5.3%
1 Year 9.61% 6.58%
3 Year 15.75% 17.31%
5 Year 15.99% 18.23%

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 14.67% 15.9%
3 Year 13.36% 13.42%
5 Year 11.7% 13.25%

Risk Management

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 14.251% 14.334%
Sharp 0.511% 0.693%
Beta 0.915% 0.933%
Alpha 3.729% 6.306%

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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 10.02 9.68
Small Cap 16.31 25.26
Large Cap 63.41 59.16
Mid Cap 10.27 5.9

Sector Allocation

Scheme Name

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

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 4.54 5.61
Financial Services 95.39 94.39
Technology 0.08 -

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