- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Financial Services Opportunities Fund Regular Plan vs HDFC Banking and Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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) | ₹3650 Cr | ₹1386 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.81% | 1.87% |
| 6 Month | 5.08% | 4.79% |
| 1 Year | 12.41% | 9.44% |
| 3 Year | 23.11% | 25.74% |
| 5 Year | - | 25.25% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 11.57% | 10.62% |
| 1 Year | 19.91% | 17.06% |
| 3 Year | 18.03% | 19.48% |
| 5 Year | - | 19.53% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.282% | 14.334% |
| Sharp | 0.49% | 0.693% |
| Beta | 0.925% | 0.933% |
| Alpha | 3.907% | 6.306% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.73 | 9.68 |
| Small Cap | 20 | 25.26 |
| Large Cap | 63.5 | 59.16 |
| Mid Cap | 13.77 | 5.9 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.09 | 5.61 |
| Financial Services | 96.99 | 94.39 |
| Technology | 0.55 | - |
| Healthcare | 1.37 | - |
Top Comparisons
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.89%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.84%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.03%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.61%
ICICI Prudential Gilt Fund - Growth
3Y Returns8.88%
LIC MF GILT FUND-Growth
3Y Returns6.69%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.82%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.26%
