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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) | ₹4513 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 | 0.19% | 3.23% |
| 6 Month | 3.48% | 10.02% |
| 1 Year | 23.79% | 31.99% |
| 3 Year | 16.29% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.33% | 7.5% |
| 1 Year | 18.07% | 36.04% |
| 3 Year | 15.38% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.54% | 11.15% |
| 3 Year | 15.83% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 18.15% | - |
| Sharp | 0.8% | - |
| Beta | 0.95% | - |
| Alpha | 1.6% | - |
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 | 10.35 | 33.6 |
| Small Cap | 15.08 | 33.28 |
| Large Cap | 62.23 | 21.21 |
| Mid Cap | 12.34 | 11.91 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.15 | 33.6 |
| Financial Services | 97.79 | - |
| Technology | 0.16 | - |
| Healthcare | 0.89 | - |
| Petroleum Products | - | 1.55 |
| Finance | - | 34.54 |
| Insurance | - | 20.04 |
| Banks | - | 3.2 |
| Capital Markets | - | 7.07 |
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