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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) ₹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%

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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 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 -

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