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HDFC Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

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tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 -

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