Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

Tata Banking And Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Tata Banking And Financial Services Fund-Regular Plan-Growth

Invest Now

tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 -

Top Comparisons

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns19.53%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns11.4%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.95%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.99%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns22.46%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns23.71%

Compare Now

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns21.35%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns25.45%

Compare Now
Add to Cart Successfully