- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4135 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 | 4.12% | 2.67% |
| 6 Month | 6.79% | 18.38% |
| 1 Year | 11.49% | 16.26% |
| 3 Year | 16.8% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.2% | 3.17% |
| 1 Year | 10.99% | 24.61% |
| 3 Year | 13.05% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.86% | 4.1% |
| 3 Year | 15.32% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.52% | - |
| Sharp | 0.79% | - |
| Beta | 0.94% | - |
| Alpha | 2.41% | - |
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 | 9.85 | 35.36 |
| Small Cap | 16.03 | 26.74 |
| Large Cap | 62.29 | 23.73 |
| Mid Cap | 11.83 | 14.17 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 2.57 | 31.7 |
| Financial Services | 95.86 | 68.3 |
| Technology | 0.49 | 0 |
| Healthcare | 1.07 | - |
Top Comparisons
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.82%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.75%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns19.83%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns25.69%
SBI Gold Fund Regular Plan - Growth
3Y Returns32.03%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns19.71%
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
3Y Returns0%
