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 | 1.07% | 0.75% |
6 Month | 15.78% | 12.37% |
1 Year | 6.59% | -0.64% |
3 Year | 14.92% | 16.7% |
5 Year | 21.15% | 21.99% |
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 | 10.74 | 10.12 |
Small Cap | 15.44 | 22.23 |
Large Cap | 65.38 | 63.77 |
Mid Cap | 8.44 | 3.87 |
Sector Allocation
Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 0.89 | 4.96 |
Financial Services | 98.63 | 95.04 |
Technology | 0.48 | - |
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