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

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Tata Banking And Financial Services Fund-Regular Plan-Growth

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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	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

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	4.17%	4.38%
6 Month	6.16%	4.25%
1 Year	12.5%	8.29%
3 Year	17.28%	18.14%
5 Year	20.01%	22.34%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	-0.01%	-0.63%
1 Year	11.27%	7.58%
3 Year	13.84%	12.35%
5 Year	14.62%	14.82%

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%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	15.02%	13.03%
Sharp	0.89%	0.85%
Beta	0.96%	0.96%
Alpha	2.52%	3.48%

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