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SBI Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare

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tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3650 Cr ₹6556 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 2.86% 2.07%
6 Month 9.63% 9.3%
1 Year 15.72% 18.83%
3 Year 22.53% 23.17%
5 Year - 27%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option SBI Banking & Financial Services Fund - Regular Plan - Growth
6 Month 9.87% 8.06%
1 Year 17.37% 17.73%
3 Year 18.29% 21.34%
5 Year - 18.95%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option SBI Banking & Financial Services Fund - Regular Plan - Growth
1 Year 18.94% 17.48%
3 Year 14.3% 14.93%
5 Year - 13.34%

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option SBI Banking & Financial Services Fund - Regular Plan - Growth
Standard Deviation 14.282% 13.062%
Sharp 0.49% 0.684%
Beta 0.925% 0.84%
Alpha 3.907% 5.666%

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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 2.73 14.28
Small Cap 20 14.09
Large Cap 63.5 55.18
Mid Cap 13.77 16.45

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

SBI Banking & Financial Services Fund - Regular Plan - Growth

Others 1.09 14.28
Financial Services 96.99 85.72
Technology 0.55 -
Healthcare 1.37 -

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