Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Banking and Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare

Link copied to clipboard!

tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Invest Now

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 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 7.17% 8.16%
6 Month -5.54% -5.51%
1 Year 11.05% 11.25%
3 Year 15.26% 14.77%
5 Year - 24.59%

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 -0.56% 1.02%
1 Year -0.14% 1.66%
3 Year 14.11% 14.31%
5 Year - 16.21%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

Nippon India Liquid Fund -Growth Plan Nippon India Liquid Fund -Growth Plan

3Y Returns6.67%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.71%

Compare Now

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns16.2%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

3Y Returns10.21%

VS

HSBC Credit Risk Fund - Regular Growth HSBC Credit Risk Fund - Regular Growth

3Y Returns6.47%

Compare Now

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.49%

VS

Mirae Asset Low Duration Fund- Growth Mirae Asset Low Duration Fund- Growth

3Y Returns6.34%

Compare Now
Add to Cart Successfully