- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
DSP Banking & Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
DSP Banking & Financial Services Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3374 Cr | ₹1346 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Dec 2013 | 08 Dec 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 20% | % |
| Expense Ratio | 1.99 | 2.19 |
| Manager | Dhaval Gala | Dhaval Gada |
| ISIN Code | INF209K011W7 | INF740KA1TN0 |
| Exits Load | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | DSP Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Month | 0.94% | 2.19% |
| 6 Month | 16.43% | 15.66% |
| 1 Year | 4.39% | 13.55% |
| 3 Year | 13.91% | - |
| 5 Year | 21.02% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 6 Month | 1.32% | 2.28% |
| 1 Year | 13.48% | 16.85% |
| 3 Year | 14.17% | - |
| 5 Year | 14.54% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Year | 15.79% | 18.63% |
| 3 Year | 14.93% | - |
| 5 Year | 12.88% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 13.16% | - |
| Sharp | 0.56% | - |
| Beta | 0.90% | - |
| Alpha | 3.99% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Name | Dhaval Gala | Dhaval Gada |
| Total AUM | ₹23597 Cr | ₹21050 Cr |
| Funds Managed | 7 | 4 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 13.82 | 18.03 |
| Small Cap | 16.13 | 15.26 |
| Mid Cap | 8.75 | 9.63 |
| Large Cap | 61.3 | 57.08 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 2.01 | 11.51 |
| Financial Services | 96.87 | 87.47 |
| Technology | 1.12 | 1.02 |
Top Comparisons
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.76%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.63%
Nippon India Small Cap Fund Regular Growth
3Y Returns21.9%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns16.48%
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
3Y Returns0%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns14.61%
