HDFC Banking and Financial Services Fund vs Tata Banking And Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3650 Cr | ₹2374 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Jun 2021 | 28 Dec 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 26.23% | 10.36% |
| Expense Ratio | 1.9 | 1.97 |
| Manager | Dhruv Muchhal | Amey Sathe |
| ISIN Code | INF179KC1BJ4 | INF277K01Y86 |
| 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 | Tata Banking And Financial Services Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.93% | 0.7% |
| 6 Month | 1.97% | 3.12% |
| 1 Year | 8.75% | 8.16% |
| 3 Year | 15.32% | 15.53% |
| 5 Year | - | 12.38% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.47% | 9.1% |
| 3 Year | 17.04% | 17.43% |
| 5 Year | - | 17.33% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 20.39% | 17.42% |
| 3 Year | 14.45% | 13.7% |
| 5 Year | - | 14.01% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 18.15% | 15.02% |
| Sharp | 0.67% | 0.64% |
| Beta | 0.92% | 0.96% |
| Alpha | 3.42% | 3.82% |
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| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Amey Sathe |
| Total AUM | ₹520687 Cr | ₹11910 Cr |
| Fund Manage | 40 | 4 |
| HDFC Banking and Financial Services Fund - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.11 | 1.36 |
| Large Cap | 71.89 | 57.08 |
| Small Cap | 18.49 | 27.66 |
| Mid Cap | 8.51 | 13.9 |
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.5 | 1.36 |
| Financial | 92.23 | - |
| Insurance | 5.17 | 7.28 |
| Services | 2.1 | - |
| Capital Markets | - | 6.84 |
| Finance | - | 20.77 |
| Banks | - | 61.74 |
| Financial Technology (Fintech) | - | 2.01 |
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