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Tata Banking And Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2895 Cr | ₹1548 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 Dec 2015 | 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 | 10.36% | 58% |
| Expense Ratio | 1.94 | 2.14 |
| Manager | Amey Sathe | Rohit Seksaria |
| ISIN Code | INF277K01Y86 | INF903J01629 |
| Exits Load | Tata Banking And Financial Services Fund - Growth charges 0.25% 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 | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.78% | -3.38% |
| 6 Month | 15.23% | 11.27% |
| 1 Year | 13.3% | 4.96% |
| 3 Year | 18.43% | 18.14% |
| 5 Year | 20.35% | 22.31% |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.99% | -0.46% |
| 1 Year | 11.34% | 4.21% |
| 3 Year | 15.44% | 13.81% |
| 5 Year | 15.71% | 16.01% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.28% | 15.12% |
| 3 Year | 14.11% | 13.93% |
| 5 Year | 14.15% | 13.41% |
Risk Management
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.02% | 12.72% |
| Sharp | 1.02% | 1.00% |
| Beta | 0.95% | 0.88% |
| Alpha | 3.22% | 6.96% |
Fund Managers
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Amey Sathe | Rohit Seksaria |
| Total AUM | ₹11910 Cr | ₹0 Cr |
| Funds Managed | 4 | 15 |
| Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.53 | 10.12 |
| Mid Cap | 16.18 | 3.87 |
| Small Cap | 20.26 | 22.23 |
| Large Cap | 55.03 | 63.77 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.52 | 4.96 |
| Financial Services | 92.22 | 95.04 |
| Technology | 2.26 | - |
Top Comparisons
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