- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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 |
| Asset Size (Cr) | ₹4187 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 | -1.66% | -1.93% |
| 6 Month | 15.32% | 21.7% |
| 1 Year | 9.86% | 4.26% |
| 3 Year | 16.59% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.02% | 9.53% |
| 1 Year | 11.75% | 20.68% |
| 3 Year | 14.77% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.2% | 9.69% |
| 3 Year | 15.28% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 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 | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sanjeev Sharma |
| Total AUM | ₹520687 Cr | ₹39731 Cr |
| Funds Managed | 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 | 7.93 | 21.03 |
| Small Cap | 17.4 | 48.01 |
| Large Cap | 61.52 | 23.31 |
| Mid Cap | 13.16 | 7.65 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 2.34 | 21.03 |
| Financial Services | 95.9 | 77.05 |
| Technology | 0.68 | 1.92 |
| Healthcare | 1.08 | - |
Top Comparisons
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns7%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.76%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.14%
Kotak Flexicap Fund - Growth
3Y Returns16.68%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns15.5%
Kotak Savings Fund -Growth
3Y Returns6.91%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.07%
