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SBI Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
SBI Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4135 Cr | ₹8693 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Jun 2021 | 26 Feb 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 26.23% | 84% |
| Expense Ratio | 1.9 | 1.81 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179KC1BJ4 | INF200KA1473 |
| 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 | SBI Banking & Financial Services Fund - Regular Plan - 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 | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.12% | 3.42% |
| 6 Month | 7.99% | 10.95% |
| 1 Year | 10.32% | 15.41% |
| 3 Year | 17.94% | 19.81% |
| 5 Year | - | 21.28% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.88% | 4.43% |
| 1 Year | 18.57% | 22.8% |
| 3 Year | 15.95% | 21.42% |
| 5 Year | - | 18.4% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.86% | 16.85% |
| 3 Year | 15.32% | 15.34% |
| 5 Year | - | 13.75% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.55% | 11.71% |
| Sharp | 0.79% | 1.01% |
| Beta | 0.88% | 0.80% |
| Alpha | 5.24% | 7.53% |
Fund Managers
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.85 | 5.7 |
| Small Cap | 16.03 | 9.4 |
| Large Cap | 62.29 | 69.67 |
| Mid Cap | 11.83 | 15.22 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.57 | 1.72 |
| Financial Services | 95.86 | 98.28 |
| Technology | 0.49 | - |
| Healthcare | 1.07 | - |
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