Which funds are similar to HDFC Banking & Financial Services Fund Direct-Growth?
Funds similar to HDFC Banking & Financial Services Fund Direct-Growth in the Equity: Sectoral-Banking & Financial Services category include ICICI Prudential Banking and Financial Services Direct Plan-Growth, SBI Banking & Financial Services Fund Direct-Growth, and Nippon India Banking & Financial Services Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HDFC Banking & Financial Services Fund Direct-Growth in its category?
On a 3-year return basis HDFC Banking & Financial Services Fund Direct-Growth is ranked 10 out of 22 funds in the Equity: Sectoral-Banking & Financial Services category as of 21 Oct 2026. On a 5-year return basis it ranks 6 out of 14. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does HDFC Banking & Financial Services Fund Direct-Growth's expense ratio compare to similar funds?
HDFC Banking & Financial Services Fund Direct-Growth has an expense ratio of 0.95%. The peers ICICI Prudential Banking and Financial Services Direct Plan-Growth has an expense ratio of 1.25% and SBI Banking & Financial Services Fund Direct-Growth has 1.18%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HDFC Banking & Financial Services Fund Direct-Growth's AUM compare to similar funds?
HDFC Banking & Financial Services Fund Direct-Growth has an AUM of ₹4,425.37 crore. The peers ICICI Prudential Banking and Financial Services Direct Plan-Growth has an AUM of ₹10,774.4 crore and SBI Banking & Financial Services Fund Direct-Growth has ₹10,420.4 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Sectoral-Banking & Financial Services?
The top performing fund in the Equity: Sectoral-Banking & Financial Services category on a 3-year basis is Quant BFSI Fund Direct-Growth with a CAGR of 18.12% as of 21 Oct 2026. HDFC Banking & Financial Services Fund Direct-Growth has delivered 10.83% CAGR over the same period, ranking 10 out of 22 funds. You can view and compare the full category ranking on sharpely.
How does HDFC Banking & Financial Services Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, HDFC Banking & Financial Services Fund Direct-Growth has a Sharpe ratio of 0.39 compared to the Equity: Sectoral-Banking & Financial Services average of 0.37 as of 21 Oct 2026. It ranks 9 out of 22 funds in its category on Sharpe ratio.
