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)	₹3225 Cr	₹1661 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	-0.45%	1.62%
6 Month	4.84%	7.02%
1 Year	20.28%	19.89%
3 Year	17.69%	20.31%
5 Year	15.76%	18.04%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	3.33%	5.4%
1 Year	15.08%	18.19%
3 Year	15.35%	15.41%
5 Year	15.64%	16.79%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	15.72%	14.63%
3 Year	14.7%	14.51%
5 Year	14.72%	13.61%

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	0.79%	0.91%
Beta	0.97%	0.97%
Alpha	1.52%	3.21%

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