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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) | ₹2797 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 | 4.08% | 2.55% |
| 6 Month | 12.85% | 10.5% |
| 1 Year | 13.11% | 6.05% |
| 3 Year | 24.81% | 25.47% |
| 5 Year | 21.42% | 23.95% |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 13.62% | 11.62% |
| 1 Year | 29.1% | 21.64% |
| 3 Year | 22.07% | 21.16% |
| 5 Year | 19.59% | 20.48% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.45% | 15.39% |
| 3 Year | 13.98% | 13.68% |
| 5 Year | 13.92% | 13.35% |
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% | 14.66% |
| Sharp | 1.03% | 1.05% |
| Beta | 0.93% | 0.91% |
| Alpha | 3.71% | 7.03% |
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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 | 4.26 | 10.82 |
| Mid Cap | 15.04 | 4.78 |
| Large Cap | 58.17 | 62.27 |
| Small Cap | 22.53 | 22.13 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.26 | 6.33 |
| Finance | 21.13 | - |
| Banks | 63.07 | - |
| Capital Markets | 2.2 | - |
| Insurance | 7.43 | - |
| Financial Technology (Fintech) | 1.91 | - |
| Financial Services | - | 93.67 |
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