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UTI Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1255 Cr | ₹1460 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Aug 2005 | 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 | 20% | 58% |
| Expense Ratio | 2.22 | 2.14 |
| Manager | Preethi R S | Rohit Seksaria |
| ISIN Code | INF789F01372 | INF903J01629 |
| Exits Load | UTI Banking and Financial Services Fund - Growth charges 1.0% 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 | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.49% | 1.07% |
| 6 Month | 14.66% | 12.11% |
| 1 Year | 6.86% | -0.4% |
| 3 Year | 15.07% | 16.81% |
| 5 Year | 21.53% | 22.34% |
SIP Return Analysis
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.07% | -1.6% |
| 1 Year | 13.72% | 6.26% |
| 3 Year | 15.5% | 13.38% |
| 5 Year | 15.18% | 15.49% |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.5% | 15.12% |
| 3 Year | 13.56% | 13.93% |
| 5 Year | 11.93% | 13.41% |
Risk Management
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 13.28% |
| Sharp | 0.62% | 0.69% |
| Beta | 0.86% | 0.91% |
| Alpha | 4.70% | 5.82% |
Fund Managers
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Preethi R S | Rohit Seksaria |
| Total AUM | ₹1002 Cr | ₹0 Cr |
| Funds Managed | 1 | 15 |
| UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 11.99 | 10.08 |
| Small Cap | 14.7 | 21.74 |
| Large Cap | 65.54 | 65.22 |
| Mid Cap | 7.77 | 2.96 |
Sector Allocation
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.76 | 4.97 |
| Financial Services | 97.76 | 95.03 |
| Technology | 0.47 | - |
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