Sundaram Financial Services Opportunities Fund Regular Plan vs HDFC Banking and Financial Services Fund compare

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HDFC Banking and Financial Services Fund - Growth Option

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Sundaram Financial Services Opportunities 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	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)	₹4290 Cr	₹1605 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

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	-3.41%	-3.36%
6 Month	13.55%	12.03%
1 Year	9.02%	5.44%
3 Year	18.09%	20.23%
5 Year	-	23.48%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	6.66%	4.56%
1 Year	17.46%	12.83%
3 Year	17.58%	17.7%
5 Year	-	18.47%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	17.14%	15.39%
3 Year	14.76%	13.68%
5 Year	-	13.35%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	13.81%	13.94%
Sharp	1.18%	1.31%
Beta	0.89%	0.90%
Alpha	6.00%	7.91%

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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