HDFC Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
HDFC Banking and Financial Services Fund - Growth Option
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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) | ₹3650 Cr | ₹1386 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | 4.72% | 5.01% |
6 Month | -6.97% | -7.95% |
1 Year | 7.6% | 5.17% |
3 Year | 13.9% | 16.77% |
5 Year | - | 25.68% |
SIP Return Analysis
Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | -0.56% | -0.1% |
1 Year | -0.14% | -2.09% |
3 Year | 14.11% | 16.3% |
5 Year | - | 18.22% |
Rolling Lumpsum Returns
Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 18.94% | 15.9% |
3 Year | 14.3% | 13.42% |
5 Year | - | 13.25% |
Risk Management
Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.282% | 14.334% |
Sharp | 0.49% | 0.693% |
Beta | 0.925% | 0.933% |
Alpha | 3.907% | 6.306% |
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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 |
Funds Managed | 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 | 2.73 | 9.68 |
Small Cap | 20 | 25.26 |
Large Cap | 63.5 | 59.16 |
Mid Cap | 13.77 | 5.9 |
Sector Allocation
Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 1.09 | 5.61 |
Financial Services | 96.99 | 94.39 |
Technology | 0.55 | - |
Healthcare | 1.37 | - |
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