- 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
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4290 Cr | ₹8538 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 | -3.75% | -2.04% |
| 6 Month | 10.45% | 12.58% |
| 1 Year | 8.06% | 12.63% |
| 3 Year | 17.54% | 19.49% |
| 5 Year | - | 22.44% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.46% | 5.62% |
| 1 Year | 11.95% | 16.3% |
| 3 Year | 15.16% | 19.9% |
| 5 Year | - | 17.84% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.2% | 17.09% |
| 3 Year | 15.28% | 15.2% |
| 5 Year | - | 13.68% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.64% | 11.85% |
| Sharp | 0.86% | 1.04% |
| Beta | 0.89% | 0.82% |
| Alpha | 6.00% | 7.64% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.55 | 6.75 |
| Small Cap | 19.72 | 14.39 |
| Large Cap | 60.91 | 56.42 |
| Mid Cap | 13.81 | 22.44 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.59 | 6.36 |
| Financial Services | 97.69 | 93.64 |
| Technology | 0.67 | - |
| Healthcare | 1.05 | - |
Top Comparisons
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns22.2%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.27%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.17%
SBI Magnum Income Fund-Regular Plan-Growth
3Y Returns7.53%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.41%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
