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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) | ₹1386 Cr | ₹1666 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 | 1.25% | 2.64% |
| 6 Month | 3.49% | 5.55% |
| 1 Year | 15.46% | 16.23% |
| 3 Year | 15.83% | 18.41% |
| 5 Year | 15.44% | 17.51% |
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 | 5.15% | 8.32% |
| 1 Year | 20.1% | 24.04% |
| 3 Year | 16.66% | 17.07% |
| 5 Year | 15.6% | 17.5% |
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 | 14.22% | 14.56% |
| 3 Year | 13.76% | 14.42% |
| 5 Year | 12.22% | 13.58% |
Risk Management
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.94% | 14.56% |
| Sharp | 0.78% | 0.9% |
| Beta | 0.93% | 0.97% |
| Alpha | 1.61% | 3.4% |
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 | 1.76 | 3.93 |
| Small Cap | 11.71 | 21.14 |
| Large Cap | 75.66 | 66.03 |
| Mid Cap | 10.86 | 8.9 |
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 | 3.93 |
| Capital Markets | 3.49 | 1.73 |
| Finance | 18.77 | 21.95 |
| Banks | 67.34 | 69.24 |
| Financial Technology (Fintech) | 0.65 | 0.78 |
| Insurance | 7.98 | 2.37 |
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