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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 Risk |
| 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 | -0.85% | -0.47% |
| 6 Month | -5.23% | -7.64% |
| 1 Year | 4.13% | 3.09% |
| 3 Year | 12.62% | 15.57% |
| 5 Year | - | 13.49% |
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 | -4.71% | -6.71% |
| 3 Year | 11.51% | 14.17% |
| 5 Year | - | 16.92% |
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% | 14.505% |
| Sharp | 0.49% | 0.663% |
| Beta | 0.925% | 0.934% |
| Alpha | 3.907% | 6.487% |
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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 | 4.32 |
| Large Cap | 71.89 | 61.19 |
| Small Cap | 18.49 | 27.27 |
| Mid Cap | 8.51 | 6.8 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.5 | 4.32 |
| Financial | 92.23 | - |
| Insurance | 5.17 | 2.23 |
| Services | 2.1 | - |
| Finance | - | 22.74 |
| Banks | - | 63.87 |
| Capital Markets | - | 5.31 |
| Financial Technology (Fintech) | - | 1.11 |
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