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HDFC Banking and Financial Services Fund vs Aditya Birla Sun Life 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 |
| 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 | 8.43% | 8.06% |
| 6 Month | 4.25% | 4.4% |
| 1 Year | 17.25% | 16.43% |
| 3 Year | 17.71% | 16.67% |
| 5 Year | - | 25.9% |
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 | 7.62% | 8.24% |
| 1 Year | 12.72% | 13.61% |
| 3 Year | 17.61% | 17.36% |
| 5 Year | - | 17.7% |
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% | 14.932% |
| Sharp | 0.49% | 0.453% |
| Beta | 0.925% | 0.96% |
| Alpha | 3.907% | 3.029% |
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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 |
| Funds Managed | 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 | 2.73 | 6.76 |
| Small Cap | 20 | 16.03 |
| Large Cap | 63.5 | 64.53 |
| Mid Cap | 13.77 | 12.68 |
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 | 1.09 | 4 |
| Financial Services | 96.99 | 94.79 |
| Technology | 0.55 | 1.22 |
| Healthcare | 1.37 | - |
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