HDFC Banking and Financial Services Fund vs Bandhan Financial Services Fund compare

HDFC Banking and Financial Services Fund vs Bandhan Financial Services Fund compare

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HDFC Banking and Financial Services Fund - Growth Option

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Bandhan Financial Services Fund - Regular (G)

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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	Bandhan Financial Services Fund - Regular (G)
Fund	HDFC Banking and Financial Services Fund - Growth Option	Bandhan Financial Services Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4187 Cr	₹1058 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	30 Jun 2021	28 Jul 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	2.23
Manager	Dhruv Muchhal	Manish Gunwani
ISIN Code	INF179KC1BJ4	INF194KB1GE6
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	Bandhan 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	Bandhan Financial Services Fund - Regular (G)
1 Month	-1.44%	-0.54%
6 Month	15.37%	13.83%
1 Year	11.28%	11.36%
3 Year	16.69%	-
5 Year	-	-

SIP Return Analysis

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Bandhan Financial Services Fund - Regular (G)
6 Month	3.02%	2.49%
1 Year	11.75%	8.67%
3 Year	14.77%	-
5 Year	-	-

Rolling Lumpsum Returns

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Bandhan Financial Services Fund - Regular (G)
1 Year	16.2%	17.44%
3 Year	15.28%	-
5 Year	-	-

Risk Management

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Bandhan Financial Services Fund - Regular (G)
Standard Deviation	12.64%	-
Sharp	0.86%	-
Beta	0.88%	-
Alpha	5.16%	-

Fund Managers

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Bandhan Financial Services Fund - Regular (G)
Name	Dhruv Muchhal	Manish Gunwani
Total AUM	₹520687 Cr	₹8731 Cr
Funds Managed	40	4
	HDFC Banking and Financial Services Fund - Growth Option	Bandhan Financial Services Fund - Regular (G)

Market Cap

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Bandhan Financial Services Fund - Regular (G)
Others	7.93	10.38
Small Cap	17.4	16.74
Large Cap	61.52	57.26
Mid Cap	13.16	15.62

Sector Allocation

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Bandhan Financial Services Fund - Regular (G)
Others	2.34	3.25
Financial Services	95.9	94.72
Technology	0.68	2.03
Healthcare	1.08	-

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