Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | HDFC Banking & Financial Services Fund Option HDFC Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 5.9/10 · Average |
| Fund house | HDFC Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic · sectoral |
| Type | Open Ended Schemes |
| Plan | Direct |
| AUM | ₹4.5K Cr |
| Performance returns | |
| 1Y return | +6.81% |
| 3Y return (CAGR) | +16.75% |
| 5Y return (CAGR) | +13.60% |
| Category avg 1Y | +6.14% |
| SIP returns | |
| SIP 1Y | +5.90% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 15.89% |
| Sharpe ratio (1Y) | 0.02 |
| Sharpe ratio (3Y) | 0.65 |
| Sortino ratio (1Y) | 0.02 |
| Max drawdown (1Y) | -17.07% |
| Category rank (1Y) | #9 of 25 |
| Quartile (1Y) | Q2 |
| Portfolio | |
| NAV | ₹17.77 |
| Min SIP | ₹500 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |