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) | ₹2819 Cr | ₹1460 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 | 1.29% | 0.75% |
6 Month | 16.51% | 12.37% |
1 Year | 6.17% | -0.64% |
3 Year | 16.36% | 16.7% |
5 Year | 20.2% | 21.99% |
SIP Return Analysis
Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | 0.55% | -1.6% |
1 Year | 13.31% | 6.26% |
3 Year | 15.42% | 13.38% |
5 Year | 15.46% | 15.49% |
Rolling Lumpsum Returns
Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.28% | 15.12% |
3 Year | 14.11% | 13.93% |
5 Year | 14.15% | 13.41% |
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% | 13.28% |
Sharp | 0.79% | 0.69% |
Beta | 0.94% | 0.91% |
Alpha | 3.08% | 5.82% |
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 | 8.53 | 10.12 |
Mid Cap | 16.18 | 3.87 |
Small Cap | 20.26 | 22.23 |
Large Cap | 55.03 | 63.77 |
Sector Allocation
Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 5.52 | 4.96 |
Financial Services | 92.22 | 95.04 |
Technology | 2.26 | - |
Top Comparisons
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns17.22%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns22.77%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns11.78%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.92%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.69%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns7.03%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.33%