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Quant BFSI Fund Regular vs HDFC Banking and Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4128 Cr | ₹601 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Jun 2021 | 19 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 26.23% | % |
| Expense Ratio | 1.9 | 2.34 |
| Manager | Dhruv Muchhal | Sanjeev Sharma |
| ISIN Code | INF179KC1BJ4 | INF966L01CA6 |
| 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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.25% | 6.97% |
| 6 Month | 17.01% | 18.85% |
| 1 Year | 10.34% | 3.81% |
| 3 Year | 22.32% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 11.48% | 15.68% |
| 1 Year | 25.04% | 25.03% |
| 3 Year | 19.04% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.14% | 22.2% |
| 3 Year | 14.76% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.81% | - |
| Sharp | 1.18% | - |
| Beta | 0.89% | - |
| Alpha | 6.00% | - |
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Fund Managers
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sanjeev Sharma |
| Total AUM | ₹520687 Cr | ₹39731 Cr |
| Funds Managed | 40 | 22 |
| HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 5.55 | 16.48 |
| Small Cap | 19.72 | 46.7 |
| Large Cap | 60.91 | 22.59 |
| Mid Cap | 13.81 | 14.24 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 0.59 | 16.48 |
| Financial Services | 97.69 | 81.31 |
| Technology | 0.67 | 2.21 |
| Healthcare | 1.05 | - |
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