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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) | ₹4135 Cr | ₹3451 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 | 6.43% | 6.29% |
| 6 Month | 7.28% | 7.7% |
| 1 Year | 13.24% | 14.15% |
| 3 Year | 17.12% | 16.47% |
| 5 Year | - | 21.02% |
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 | 3.45% | 4.23% |
| 1 Year | 19.47% | 21.11% |
| 3 Year | 16.31% | 16.47% |
| 5 Year | - | 15.69% |
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% | 15.63% |
| 3 Year | 15.32% | 14.93% |
| 5 Year | - | 12.98% |
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 | 12.55% | 12.96% |
| Sharp | 0.79% | 0.70% |
| Beta | 0.88% | 0.89% |
| Alpha | 5.24% | 4.36% |
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 | 9.85 | 15.61 |
| Small Cap | 16.03 | 17.09 |
| Large Cap | 62.29 | 58.39 |
| Mid Cap | 11.83 | 8.91 |
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 | 2.57 | 2.33 |
| Financial Services | 95.86 | 96.53 |
| Technology | 0.49 | 1.14 |
| Healthcare | 1.07 | - |
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