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) ₹3650 Cr ₹6238 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Jun 2021 26 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 1.9 1.88
Manager Dhruv Muchhal Vinay Sharma
ISIN Code INF179KC1BJ4 INF204K01927
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 Nippon India Banking & Financial Services Fund - Growth charges 1.0% 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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
1 Month -4.66% -3.29%
6 Month -5.66% -4.38%
1 Year 6.87% 8.8%
3 Year 12.19% 14.6%
5 Year - 13.17%

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 -0.41% 0.8%
3 Year 13.31% 15.22%
5 Year - 19.28%

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 20.39% 21.95%
3 Year 14.45% 18.76%
5 Year - 17.3%

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% 0.75%
Beta 0.92% 0.93%
Alpha 3.42% 6.21%

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

Others 1.11 0.82
Large Cap 71.89 77.26
Small Cap 18.49 11.07
Mid Cap 8.51 10.85

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

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

Others 0.5 0.82
Financial 92.23 89.48
Insurance 5.17 8.13
Services 2.1 1.57

Top Comparisons

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns17.01%

VS

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns13.65%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns25.36%

VS

ICICI Prudential ESG Exclusionary Strategy Fund - Growth ICICI Prudential ESG Exclusionary Strategy Fund - Growth

3Y Returns15.67%

Compare Now

ICICI Prudential Liquid Fund - Growth ICICI Prudential Liquid Fund - Growth

3Y Returns6.43%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.5%

Compare Now

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.23%

VS

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

3Y Returns6%

Compare Now
Request call back
Add to Cart Successfully