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HDFC Banking and Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare

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tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

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tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3650 Cr ₹3101 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 1.86% 1.25%
6 Month 7.42% 7.52%
1 Year 11.17% 11.27%
3 Year 24.16% 23.08%
5 Year - 24.01%

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 11.57% 10.94%
1 Year 19.91% 18.37%
3 Year 18.03% 17.22%
5 Year - 17.01%

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 17.14% 16.09%
3 Year 14.76% 14.78%
5 Year - 12.71%

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 14.282% 14.932%
Sharp 0.49% 0.453%
Beta 0.925% 0.96%
Alpha 3.907% 3.029%

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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 2.73 6.76
Small Cap 20 16.03
Large Cap 63.5 64.53
Mid Cap 13.77 12.68

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 1.09 4
Financial Services 96.99 94.79
Technology 0.55 1.22
Healthcare 1.37 -

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