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
| 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 |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1% | 0.99% |
| 6 Month | 13.36% | 14.76% |
| 1 Year | 24.09% | 30.95% |
| 3 Year | 15.12% | 19.35% |
| 5 Year | - | 18.89% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.17% | 12.5% |
| 3 Year | 30.49% | 40.26% |
| 5 Year | 30.49% | 71.75% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.92% | 21.17% |
| 3 Year | 37.3% | 57.22% |
| 5 Year | 37.3% | 81.29% |
| 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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| 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 |
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.11 | 5.48 |
| Large Cap | 71.89 | 71.45 |
| Small Cap | 18.49 | 19.74 |
| Mid Cap | 8.51 | 3.32 |
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.5 | 3.12 |
| Financial | 92.23 | 92.18 |
| Insurance | 5.17 | 2.71 |
| Services | 2.1 | - |
| Unclassified | - | 1.98 |
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