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) | ₹2917 Cr | ₹1514 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 | 4.38% | 4.22% |
6 Month | 7.69% | 4.06% |
1 Year | 11.47% | 6.44% |
3 Year | 18.67% | 19.09% |
5 Year | 19.84% | 21.74% |
SIP Return Analysis
Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.95% | 1.08% |
1 Year | 19.16% | 12.29% |
3 Year | 17.03% | 14.74% |
5 Year | 16.42% | 16.21% |
Rolling Lumpsum Returns
Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.98% | 14.82% |
3 Year | 14.24% | 14.08% |
5 Year | 14.35% | 13.47% |
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% | 13.09% |
Sharp | 0.89% | 0.86% |
Beta | 0.96% | 0.90% |
Alpha | 2.52% | 6.42% |
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 | 7.1 | 10.56 |
Mid Cap | 17.08 | 3.38 |
Small Cap | 21.21 | 21.16 |
Large Cap | 54.61 | 64.9 |
Sector Allocation
Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 3.16 | 5.4 |
Financial Services | 94.52 | 94.6 |
Technology | 2.31 | - |
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