HDFC Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan 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) ₹3631 Cr ₹1386 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 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 1.89 2.11
Manager Dhruv Muchhal Rohit Seksaria
ISIN Code INF179KC1BJ4 INF903J01629
Exits Load Exit load of 1%, if redeemed within 30 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -4.16% -5.28%
6 Month 5.55% 2.91%
1 Year 17.17% 16.95%
3 Year 12.01% 15.2%
5 Year - 14.99%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year 13.86% 12.05%
3 Year 18.28% 21.82%
5 Year - 21.07%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 20.39% 16.22%
3 Year 14.45% 13.25%
5 Year - 13.15%

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 18.15% 14.56%
Sharp 0.67% 0.9%
Beta 0.92% 0.9%
Alpha 3.42% 6.92%

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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
Fund Manage 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 1.11 5.02
Large Cap 71.89 58.86
Small Cap 18.49 29.57
Mid Cap 8.51 6.67

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.5 5.02
Financial 92.23 -
Insurance 5.17 2.28
Services 2.1 -
Finance - 23.92
Banks - 60.7
Capital Markets - 7.17
Financial Technology (Fintech) - 1.03

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