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)	₹2958 Cr	₹1605 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	-4.64%	-4.5%
6 Month	13.18%	10.15%
1 Year	11.83%	4.97%
3 Year	18.05%	18.04%
5 Year	20.13%	22.36%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	2.89%	1.6%
1 Year	10.76%	5.38%
3 Year	15.21%	14.26%
5 Year	15.5%	16.24%

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%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	15.02%	12.72%
Sharp	1.02%	1.00%
Beta	0.95%	0.88%
Alpha	3.22%	6.96%

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