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

Link copied to clipboard!

Tata Banking And Financial Services Fund-Regular Plan-Growth

Invest Now

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)	₹3214 Cr	₹1666 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	-0.72%	-1.26%
6 Month	4.86%	4.4%
1 Year	14.94%	12.43%
3 Year	15.29%	16.71%
5 Year	15.62%	17.1%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	4.07%	5.01%
1 Year	21.28%	19.85%
3 Year	17.02%	15.94%
5 Year	16.28%	16.76%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	15.48%	14.5%
3 Year	14.62%	14.41%
5 Year	14.71%	13.58%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	15.02%	14.56%
Sharp	0.84%	0.9%
Beta	0.95%	0.97%
Alpha	2.47%	3.4%

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