HDFC Banking & Financial Services Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
HDFC Banking & Financial Services Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹4,582 Cr
N/A
1.95
An Exit load of 1% is payable if units are redeemed/switchedout within 30 days from the date of allotment.No Exit Load is payable if units are redeemed/switched-out after 30 days from the date of allotment.
Nifty Financial Services Total Return
HDFC Banking & Financial Services Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.97 | -0.03 | 9.86 |
| 6M | 0.47 | 2.27 | 59.72 |
| 1Y | 4.57 | 4.27 | 141.95 |
| 3Y | 11.76 | 12.70 | 256.13 |
Portfolio Analysis
- Equity: 99.22%
- Debt: 0.78%
- Others
About Fund HDFC Banking & Financial Services Fund Growth
HDFC Banking & Financial Services Fund Growth managed by HDFC Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹4,582 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 1.95. Under the expert guidance of Anand Laddha ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Anand Laddha
Mr. Anand Laddha holds B.Com., Chartered Accountant - ICAI. He has over all 16 years of experience in Equity & Derivative Research and Sales. Refco-Sify Securities India Pvt. Ltd. Last Position Held - AVP - FII Equity & Derivative Sales, September 2004 to February 2006. Alchemy Share & Stock Brokers Pvt. Ltd. Last Position Held: Equity & Derivative Sales, August 2003 to September 2004.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Consumption Fund Growth | 0 | 998 CR | 2.42 |
| Mirae Asset Banking and Financial Services Fund Growth | 4 | 2,304 CR | 2.13 |
| HDFC Banking & Financial Services Fund Growth | 2 | 4,582 CR | 1.95 |
| HDFC Defence Fund Growth | 5 | 10,529 CR | 1.8 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,191 CR | 2.6 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Consumption Fund Growth | -3.1391 | 38.7159 |
| This FundMirae Asset Banking and Financial Services Fund Growth | 3.6299 | 38.7866 |
| This FundHDFC Banking & Financial Services Fund Growth | 4.5651 | 39.5885 |
| This FundHDFC Defence Fund Growth | 24.9043 | 170.0193 |
| This FundNippon India Taiwan Equity Fund Growth | 138.6608 | 241.6885 |
HDFC Banking & Financial Services Fund Growth FAQs
- 1 Month : -0.97%
- 6 Months : 0.47%
- 1 Year : 4.57%
- 3 Years : 11.76%
