UTI Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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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	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)	₹1287 Cr	₹1514 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

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	3.2%	4.38%
6 Month	6.69%	4.25%
1 Year	11.15%	8.29%
3 Year	15.98%	18.14%
5 Year	21.18%	22.34%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	0.33%	-0.63%
1 Year	12.03%	7.58%
3 Year	14.12%	12.35%
5 Year	14.29%	14.82%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	14.21%	14.82%
3 Year	13.67%	14.08%
5 Year	12.02%	13.47%

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	12.36%	13.03%
Sharp	0.74%	0.85%
Beta	0.92%	0.96%
Alpha	1.83%	3.48%

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