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Quant BFSI Fund Regular vs HDFC Banking and Financial Services Fund compare

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

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tortoise-icon Quant BFSI Fund Regular - Growth

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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 Quant BFSI Fund Regular - Growth
Fund HDFC Banking and Financial Services Fund - Growth Option Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3650 Cr ₹601 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 30 Jun 2021 19 Jun 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI NIFTY Financial Services TRI
Turn Over 26.23% %
Expense Ratio 1.9 2.34
Manager Dhruv Muchhal Sanjeev Sharma
ISIN Code INF179KC1BJ4 INF966L01CA6
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 Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Quant BFSI Fund Regular - Growth
1 Month 4.72% 5.4%
6 Month -6.97% -16.62%
1 Year 7.6% -6.13%
3 Year 13.9% -
5 Year - -

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Quant BFSI Fund Regular - Growth
6 Month -0.56% -5.35%
1 Year -0.14% -18.05%
3 Year 14.11% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Quant BFSI Fund Regular - Growth
1 Year 18.94% 40.14%
3 Year 14.3% -
5 Year - -

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Quant BFSI Fund Regular - Growth
Standard Deviation 14.282% -
Sharp 0.49% -
Beta 0.925% -
Alpha 3.907% -

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Fund Managers

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Quant BFSI Fund Regular - Growth
Name Dhruv Muchhal Sanjeev Sharma
Total AUM ₹520687 Cr ₹39731 Cr
Funds Managed 40 22
HDFC Banking and Financial Services Fund - Growth Option Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Quant BFSI Fund Regular - Growth

Others 2.73 19.22
Small Cap 20 32.59
Large Cap 63.5 42.76
Mid Cap 13.77 5.43

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Quant BFSI Fund Regular - Growth

Others 1.09 19.22
Financial Services 96.99 69.12
Technology 0.55 4.17
Healthcare 1.37 -
Energy - 7.49

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