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Sundaram Financial Services Opportunities Fund Regular Plan 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 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) ₹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 6.28% 5.61%
6 Month 9.98% 10.31%
1 Year 16.65% 14.32%
3 Year 22.69% 25.74%
5 Year - 26.95%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 5.76% 5.3%
1 Year 8.89% 6.58%
3 Year 15.31% 17.31%
5 Year - 18.23%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 18.94% 15.9%
3 Year 14.3% 13.42%
5 Year - 13.25%

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%

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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 -

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