HDFC Banking and Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3650 Cr | ₹3264 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Jun 2021 | 14 Dec 2013 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 26.23% | 20% |
| Expense Ratio | 1.9 | 1.99 |
| Manager | Dhruv Muchhal | Dhaval Gala |
| ISIN Code | INF179KC1BJ4 | INF209K011W7 |
| 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 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.66% | 1.51% |
| 6 Month | 11% | 11.8% |
| 1 Year | 15.87% | 16.11% |
| 3 Year | 15.64% | 14.62% |
| 5 Year | - | 13.26% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.77% | 16.76% |
| 3 Year | 19.83% | 19.24% |
| 5 Year | - | 18.96% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.39% | 16.87% |
| 3 Year | 14.45% | 14.93% |
| 5 Year | - | 12.72% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.15% | 15.35% |
| Sharp | 0.67% | 0.59% |
| Beta | 0.92% | 0.93% |
| Alpha | 3.42% | 2.6% |
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| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Gala |
| Total AUM | ₹520687 Cr | ₹23597 Cr |
| Fund Manage | 40 | 7 |
| HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.11 | 2.39 |
| Large Cap | 71.89 | 66.83 |
| Small Cap | 18.49 | 18.17 |
| Mid Cap | 8.51 | 12.62 |
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.5 | 2.39 |
| Financial | 92.23 | - |
| Insurance | 5.17 | 4.95 |
| Services | 2.1 | - |
| Capital Markets | - | 6.3 |
| Banks | - | 64.41 |
| Finance | - | 21.96 |
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