Sundaram Financial Services Opportunities Fund Regular Plan 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 Sundaram Financial Services Opportunities Fund Regular Plan - 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 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) ₹3650 Cr ₹1453 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 30 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 1.9 2.11
Manager Dhruv Muchhal Rohit Seksaria
ISIN Code INF179KC1BJ4 INF903J01629
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 Sundaram Financial Services Opportunities Fund - Growth charges 0.5% 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 Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 1.93% 0.6%
6 Month 1.97% -1.7%
1 Year 8.75% 5.96%
3 Year 15.32% 17.73%
5 Year - 14.21%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year 8.47% 2.63%
3 Year 17.04% 18.74%
5 Year - 19.72%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 20.39% 16.22%
3 Year 14.45% 13.25%
5 Year - 13.15%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 1.11 4.32
Large Cap 71.89 61.19
Small Cap 18.49 27.27
Mid Cap 8.51 6.8

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.5 4.32
Financial 92.23 -
Insurance 5.17 2.23
Services 2.1 -
Finance - 22.74
Banks - 63.87
Capital Markets - 5.31
Financial Technology (Fintech) - 1.11

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