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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) | ₹3708 Cr | ₹1583 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 | -2.01% | -0.13% |
| 6 Month | 4.36% | 5.38% |
| 1 Year | 12.21% | 16.18% |
| 3 Year | 14.75% | - |
| 5 Year | 15.11% | - |
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 | 4.72% | 5.11% |
| 1 Year | 22.6% | 23.78% |
| 3 Year | 16.1% | - |
| 5 Year | 15.27% | - |
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 | 15.34% | 18.17% |
| 3 Year | 15.14% | - |
| 5 Year | 13.11% | - |
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 | 15.35% | - |
| Sharp | 0.76% | - |
| Beta | 0.97% | - |
| Alpha | 1.56% | - |
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 | 20.25 | 17.89 |
| Small Cap | 14.67 | 15.36 |
| Large Cap | 55.3 | 49.8 |
| Mid Cap | 9.77 | 16.94 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 1.2 | 5.37 |
| Financial Services | 97.71 | 93.02 |
| Technology | 1.09 | 1.61 |
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