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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) | ₹4513 Cr | ₹1666 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 | 1.54% | 1.06% |
| 6 Month | 5.48% | 3.11% |
| 1 Year | 12% | 9.08% |
| 3 Year | 15.25% | 16.82% |
| 5 Year | - | 17.74% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.02% | 5.01% |
| 1 Year | 23.69% | 19.85% |
| 3 Year | 16.75% | 15.94% |
| 5 Year | - | 16.76% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.86% | 14.58% |
| 3 Year | 15.32% | 14.38% |
| 5 Year | - | 13.56% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.35% | 12.96% |
| Sharp | 0.74% | 0.83% |
| Beta | 0.94% | 0.96% |
| Alpha | 2.26% | 3.67% |
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 | 10.41 | 9.71 |
| Small Cap | 16.06 | 22.32 |
| Large Cap | 61.77 | 64.18 |
| Mid Cap | 11.77 | 3.79 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 4.34 |
| Financial Services | 95.74 | 95.66 |
| Technology | 0.19 | - |
| Healthcare | 1.11 | - |
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