FundLens
58
Banking & FinancialHold

HDFC BankIng & FIn Services

HDFC · Direct–Growth · rank #10 of 30 by Smart Score

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
7.1%
+3.6% vs index
3 Years
14.4%
+5.0% vs index
5 Years
14.3%
+3.3% vs index
Since launch
14.6%

Year-by-year performance

last entry = YTD
2022
+17.0%
2023
+23.2%
2024
+11.3%
2025
+18.1%
2026
+2.4%

Why this score

HDFC BankIng & FIn Services scores 58/100 — #10 of 30 Banking & Financial fund (Hold). It stands out for 5y return and fund size — beating 65% of peers on 5y return. The main drag is its volatility (better than only 31% of peers).

Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.

5Y return14.26% · 65th percentile in category
Fund size4582.30 Cr · 88th percentile in category
Expense ratio0.95% · 78th percentile in category
Volatility16.25 · 31st percentile in category
Sortino ratio0.70 · 59th percentile in category
1Y return7.09% · 60th percentile in category

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