- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
DSP Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
DSP Banking & Financial Services Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4128 Cr | ₹1290 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 30 Jun 2021 | 08 Dec 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 26.23% | % |
| Expense Ratio | 1.9 | 2.19 |
| Manager | Dhruv Muchhal | Dhaval Gada |
| ISIN Code | INF179KC1BJ4 | INF740KA1TN0 |
| Exits Load | HDFC Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | DSP Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Month | 1.44% | 0.46% |
| 6 Month | 12.92% | 14.07% |
| 1 Year | 10.46% | 18.32% |
| 3 Year | 22.12% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 6 Month | 12.43% | 10.65% |
| 1 Year | 25.11% | 26.92% |
| 3 Year | 19.17% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Year | 17.14% | 17.32% |
| 3 Year | 14.76% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 13.81% | - |
| Sharp | 1.18% | - |
| Beta | 0.89% | - |
| Alpha | 6.00% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Gada |
| Total AUM | ₹520687 Cr | ₹21050 Cr |
| Funds Managed | 40 | 4 |
| HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 4.26 | 17.92 |
| Small Cap | 17.61 | 13.01 |
| Large Cap | 65 | 59.73 |
| Mid Cap | 13.13 | 9.35 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 2.08 | 17.92 |
| Financial Services | 96.59 | 80.87 |
| Technology | 0.31 | 1.21 |
| Healthcare | 1.02 | - |
Top Comparisons
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns12.93%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns14.55%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns15.81%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns18.12%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns25.05%
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
3Y Returns16.95%
ITI Mid Cap Fund Regular - Growth
3Y Returns27.41%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns24.42%
