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)	₹4041 Cr	₹1460 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	0.56%	0.17%
6 Month	16.36%	11.72%
1 Year	4.82%	-0.12%
3 Year	15.1%	16.43%
5 Year	-	22.15%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	0.64%	-1.6%
1 Year	12.52%	6.26%
3 Year	14.24%	13.38%
5 Year	-	15.49%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	16.2%	15.12%
3 Year	15.28%	13.93%
5 Year	-	13.41%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	12.84%	13.28%
Sharp	0.63%	0.69%
Beta	0.89%	0.91%
Alpha	4.76%	5.82%

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