- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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) | ₹4489 Cr | ₹1624 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 | -2.08% | -1.37% |
| 6 Month | 1.6% | 3.11% |
| 1 Year | 19.87% | 22.48% |
| 3 Year | 15.26% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 6 Month | 1.57% | 2.03% |
| 1 Year | 11.2% | 12.64% |
| 3 Year | 14.14% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Year | 15.58% | 17.9% |
| 3 Year | 15.83% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 18.15% | - |
| Sharp | 0.8% | - |
| Beta | 0.95% | - |
| Alpha | 1.6% | - |
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 | 12.77 | 21.46 |
| Small Cap | 15.73 | 11.33 |
| Large Cap | 61.88 | 48.22 |
| Mid Cap | 9.63 | 18.98 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 0.65 | 2.25 |
| Financial Services | 98.31 | 96.35 |
| Technology | 0.16 | 1.4 |
| Healthcare | 0.87 | - |
Top Comparisons
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.05%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.35%
ICICI Prudential Smallcap Fund - Growth
3Y Returns14.38%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns11.42%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.33%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns7.97%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.32%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.14%
