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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) | ₹4128 Cr | ₹7999 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 | 4.04% | 4.42% |
| 6 Month | 11.58% | 11.95% |
| 1 Year | 9.81% | 13.79% |
| 3 Year | 23.26% | 24.12% |
| 5 Year | - | 23.04% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 13.29% | 12.95% |
| 1 Year | 26.01% | 28.01% |
| 3 Year | 20.54% | 24.28% |
| 5 Year | - | 20.49% |
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 | 14.34% | 13.46% |
| Sharp | 0.92% | 1.02% |
| Beta | 0.90% | 0.83% |
| Alpha | 5.01% | 6.17% |
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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 | 4.26 | 3.18 |
| Small Cap | 17.61 | 9.81 |
| Large Cap | 65 | 67 |
| Mid Cap | 13.13 | 20.01 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.08 | 3.18 |
| Financial Services | 96.59 | 96.82 |
| Technology | 0.31 | - |
| Healthcare | 1.02 | - |
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