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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
Overview
| 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) | ₹4513 Cr | ₹3708 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.7% | -0.71% |
| 6 Month | 3.05% | 3.22% |
| 1 Year | 15.74% | 16.41% |
| 3 Year | 16.02% | 16.21% |
| 5 Year | - | 15.6% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.62% | 2.99% |
| 1 Year | 19.11% | 17.66% |
| 3 Year | 16.26% | 15.52% |
| 5 Year | - | 15.21% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.86% | 15.34% |
| 3 Year | 15.32% | 15.14% |
| 5 Year | - | 13.11% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.35% | 15.35% |
| Sharp | 0.74% | 0.76% |
| Beta | 0.94% | 0.97% |
| Alpha | 2.26% | 1.56% |
Fund Managers
| 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 |
| Funds Managed | 40 | 7 |
| HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.35 | 20.25 |
| Small Cap | 15.08 | 14.67 |
| Large Cap | 62.23 | 55.3 |
| Mid Cap | 12.34 | 9.77 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.15 | 1.2 |
| Financial Services | 97.79 | 97.71 |
| Technology | 0.16 | 1.09 |
| Healthcare | 0.89 | - |
Top Comparisons
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.17%
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UTI Ultra Short Duration Fund- Regular Plan - Growth Option
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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns15.79%
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3Y Returns25.98%
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Motilal Oswal Large and Midcap Fund - Regular Plan Growth
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