Nippon India Banking and Financial Services Fund vs HDFC Banking and Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Fund HDFC Banking and Financial Services Fund - Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3631 Cr ₹5930 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jun 2021 01 May 2003
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI NIFTY 50 TRI
Turn Over 26.23% 38%
Expense Ratio 1.89 1.89
Manager Dhruv Muchhal Vinay Sharma
ISIN Code INF179KC1BJ4 INF204K01927
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1%, if redeemed within 1 month./365

Trailing Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
1 Month 1% 1.35%
6 Month 13.36% 13.79%
1 Year 24.09% 26.49%
3 Year 15.12% 18.87%
5 Year - 17.5%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
6 Month - -
1 Year 10.17% 9.46%
3 Year 30.49% 33.1%
5 Year 30.49% 68.94%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
1 Year 15.92% 21.51%
3 Year 37.3% 57.13%
5 Year 37.3% 77.73%

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Standard Deviation 18.15% 14.79%
Sharp 0.67% 0.79%
Beta 0.92% 0.95%
Alpha 3.42% 1.92%

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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Name Dhruv Muchhal Vinay Sharma
Total AUM ₹520687 Cr ₹14183 Cr
Fund Manage 40 3
HDFC Banking and Financial Services Fund - Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Market Cap

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Large Cap 71.89 75.52
Small Cap 18.49 10.52
Mid Cap 8.51 10.73
Others 1.11 3.23

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Financial 92.23 89.24
Insurance 5.17 7.85
Services 2.1 1.44
Others 0.5 1.47

Top Comparisons

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns20.61%

VS

Canara Robeco Emerging Equities - Regular Plan - Growth Option Canara Robeco Emerging Equities - Regular Plan - Growth Option

3Y Returns16.39%

Compare Now

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns5.8%

VS

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.06%

Compare Now

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns5.77%

VS

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

3Y Returns5.62%

Compare Now

BANDHAN Government Securities Fund - IP - Regular Plan - Growth BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns5.96%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns5.64%

Compare Now
Request call back
Add to Cart Successfully