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 | - |
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