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HDFC Banking and Financial Services Fund vs SBI Banking & Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
SBI Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4489 Cr | ₹10106 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Jun 2021 | 26 Feb 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 26.23% | 84% |
| Expense Ratio | 1.9 | 1.81 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179KC1BJ4 | INF200KA1473 |
| 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 | SBI Banking & 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 | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.32% | -0.57% |
| 6 Month | 2.1% | 4.78% |
| 1 Year | 20.23% | 23.27% |
| 3 Year | 15.58% | 19.57% |
| 5 Year | - | 15.84% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.05% | 4.68% |
| 1 Year | 18.58% | 22.46% |
| 3 Year | 15.94% | 21.29% |
| 5 Year | - | 18.49% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.58% | 16.89% |
| 3 Year | 15.83% | 15.57% |
| 5 Year | - | 13.99% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.15% | 14.44% |
| Sharp | 0.8% | 1.1% |
| Beta | 0.95% | 0.87% |
| Alpha | 1.6% | 5.28% |
Fund Managers
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.77 | 16.3 |
| Small Cap | 15.73 | 8.17 |
| Large Cap | 61.88 | 60.7 |
| Mid Cap | 9.63 | 14.83 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.65 | 3.17 |
| Financial Services | 98.31 | 96.19 |
| Technology | 0.16 | 0.64 |
| Healthcare | 0.87 | - |
Top Comparisons
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns12.28%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns10.86%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.28%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.29%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns18.88%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns21.86%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns12.18%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.69%
