- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Banking and Financial Services Fund vs Quant BFSI Fund Regular compare
HDFC Banking and Financial Services Fund - Growth Option
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High Risk |
| Asset Size (Cr) | ₹3650 Cr | ₹601 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Jun 2021 | 19 Jun 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 | 2.34 |
| Manager | Dhruv Muchhal | Sanjeev Sharma |
| ISIN Code | INF179KC1BJ4 | INF966L01CA6 |
| 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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.67% | -6.01% |
| 6 Month | -4.34% | -13.81% |
| 1 Year | 4.45% | -8.91% |
| 3 Year | 12.56% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.71% | -20.54% |
| 3 Year | 11.51% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 18.94% | 40.14% |
| 3 Year | 14.3% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 18.15% | - |
| Sharp | 0.67% | - |
| Beta | 0.92% | - |
| Alpha | 3.42% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sanjeev Sharma |
| Total AUM | ₹520687 Cr | ₹39731 Cr |
| Fund Manage | 40 | 22 |
| HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.11 | 14.74 |
| Large Cap | 71.89 | 31.36 |
| Small Cap | 18.49 | 44.63 |
| Mid Cap | 8.51 | 9.25 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 0.5 | 14.74 |
| Financial | 92.23 | - |
| Insurance | 5.17 | 17.53 |
| Services | 2.1 | - |
| Petroleum Products | - | 4.36 |
| Finance | - | 50.76 |
| Telecom - Services | - | 3.46 |
| Banks | - | 9.13 |
Top Comparisons
Franklin India Equity Advantage Fund - Growth Plan
3Y Returns12.6%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns12.34%
HDFC Short Term Debt Fund - Growth Option
3Y Returns6.49%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns5.8%
ICICI Prudential Quant Fund Growth
3Y Returns13.99%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns19.39%
ICICI Prudential Quant Fund Growth
3Y Returns13.99%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns8.9%
