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Aditya Birla Sun Life Banking and Financial Services Fund vs HDFC Banking and Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High Risk |
| Asset Size (Cr) | ₹3650 Cr | ₹3101 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Jun 2021 | 14 Dec 2013 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 26.23% | 20% |
| Expense Ratio | 1.9 | 1.99 |
| Manager | Dhruv Muchhal | Dhaval Gala |
| ISIN Code | INF179KC1BJ4 | INF209K011W7 |
| 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 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% 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 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.85% | -0.04% |
| 6 Month | -5.23% | -6.08% |
| 1 Year | 4.13% | 3.56% |
| 3 Year | 12.62% | 11.65% |
| 5 Year | - | 10.99% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -5.11% | -5.59% |
| 3 Year | 11.63% | 10.96% |
| 5 Year | - | 14.85% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.94% | 16.58% |
| 3 Year | 14.3% | 14.76% |
| 5 Year | - | 12.61% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.282% | 15.535% |
| Sharp | 0.49% | 0.34% |
| Beta | 0.925% | 0.984% |
| Alpha | 3.907% | 2.005% |
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Fund Managers
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Gala |
| Total AUM | ₹520687 Cr | ₹23597 Cr |
| Fund Manage | 40 | 7 |
| HDFC Banking and Financial Services Fund - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.11 | 2.39 |
| Large Cap | 71.89 | 66.83 |
| Small Cap | 18.49 | 18.17 |
| Mid Cap | 8.51 | 12.62 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.5 | 2.39 |
| Financial | 92.23 | - |
| Insurance | 5.17 | 4.95 |
| Services | 2.1 | - |
| Capital Markets | - | 6.3 |
| Banks | - | 64.41 |
| Finance | - | 21.96 |
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