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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) | ₹3650 Cr | ₹6556 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 | 2.81% | 3.49% |
| 6 Month | 5.08% | 4.59% |
| 1 Year | 12.41% | 17.03% |
| 3 Year | 23.11% | 23.9% |
| 5 Year | - | 24.09% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 11.57% | 10.94% |
| 1 Year | 19.91% | 21.69% |
| 3 Year | 18.03% | 21.76% |
| 5 Year | - | 19.1% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.14% | 17.32% |
| 3 Year | 14.76% | 15.07% |
| 5 Year | - | 13.5% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.282% | 13.062% |
| Sharp | 0.49% | 0.684% |
| Beta | 0.925% | 0.84% |
| Alpha | 3.907% | 5.666% |
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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 | 2.73 | 14.28 |
| Small Cap | 20 | 14.09 |
| Large Cap | 63.5 | 55.18 |
| Mid Cap | 13.77 | 16.45 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.09 | 14.28 |
| Financial Services | 96.99 | 85.72 |
| Technology | 0.55 | - |
| Healthcare | 1.37 | - |
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