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 Sundaram Financial Services Opportunities Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Financial Services Opportunities 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 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%

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 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 -

Top Comparisons

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.52%

VS

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns6.21%

Compare Now

Kotak Equity Arbitrage Fund - Growth Kotak Equity Arbitrage Fund - Growth

3Y Returns6.85%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.37%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns13.65%

VS

Franklin India Multi - Asset Solution Fund of Funds- Growth Plan Franklin India Multi - Asset Solution Fund of Funds- Growth Plan

3Y Returns10.84%

Compare Now

ICICI Prudential Passive Strategy Fund (FOF) - Growth ICICI Prudential Passive Strategy Fund (FOF) - Growth

3Y Returns15.86%

VS

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns7.35%

Compare Now
Add to Cart Successfully