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HDFC Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
HDFC Banking and Financial Services Fund - Growth Option
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4128 Cr | ₹1605 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 30 Jun 2021 | 10 Jun 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 26.23% | 58% |
| Expense Ratio | 1.9 | 2.14 |
| Manager | Dhruv Muchhal | Rohit Seksaria |
| ISIN Code | INF179KC1BJ4 | INF903J01629 |
| 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 | Sundaram Financial Services Opportunities Fund - 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 | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.23% | -0.63% |
| 6 Month | 17.18% | 15.15% |
| 1 Year | 10.74% | 6.23% |
| 3 Year | 21.62% | 23.71% |
| 5 Year | - | 23.25% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 11.48% | 8.76% |
| 1 Year | 25.04% | 18.56% |
| 3 Year | 19.04% | 19.15% |
| 5 Year | - | 19.3% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.14% | 15.39% |
| 3 Year | 14.76% | 13.68% |
| 5 Year | - | 13.35% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.81% | 13.94% |
| Sharp | 1.18% | 1.31% |
| Beta | 0.89% | 0.90% |
| Alpha | 6.00% | 7.91% |
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Fund Managers
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rohit Seksaria |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 15 |
| HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.26 | 10.82 |
| Small Cap | 17.61 | 22.13 |
| Large Cap | 65 | 62.27 |
| Mid Cap | 13.13 | 4.78 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.08 | 6.33 |
| Financial Services | 96.59 | 93.67 |
| Technology | 0.31 | - |
| Healthcare | 1.02 | - |
Top Comparisons
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns17.23%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns23.71%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns21.72%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.14%
Bandhan Small Cap Fund Regular Growth
3Y Returns33.42%
Tata Small Cap Fund Regular Growth
3Y Returns26.22%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.97%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.01%
