Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Banking and Financial Services Fund vs Quant BFSI Fund Regular compare

Link copied to clipboard!

tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

Invest Now

tortoise-icon Quant BFSI Fund Regular - Growth

Invest Now

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 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) ₹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 2.81% 7.54%
6 Month 5.08% 6.12%
1 Year 12.41% 0.61%
3 Year 23.11% -
5 Year - -

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Quant BFSI Fund Regular - Growth
6 Month 11.57% 14.89%
1 Year 19.91% 17%
3 Year 18.03% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Quant BFSI Fund Regular - Growth
1 Year 17.14% 22.2%
3 Year 14.76% -
5 Year - -

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Quant BFSI Fund Regular - Growth
Standard Deviation 14.282% -
Sharp 0.49% -
Beta 0.925% -
Alpha 3.907% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.73 19.22
Small Cap 20 32.59
Large Cap 63.5 42.76
Mid Cap 13.77 5.43

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Quant BFSI Fund Regular - Growth

Others 1.09 19.22
Financial Services 96.99 69.12
Technology 0.55 4.17
Healthcare 1.37 -
Energy - 7.49

Top Comparisons

Bajaj Finserv Overnight Fund Regular - Growth Bajaj Finserv Overnight Fund Regular - Growth

3Y Returns0%

VS

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns6.32%

Compare Now

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns31.28%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns30.98%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns19.24%

VS

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns21.87%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.04%

VS

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.03%

Compare Now
Add to Cart Successfully