Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Banking & Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Invest Now

tortoise-icon DSP Banking & Financial Services Fund - Reg (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3101 Cr ₹1012 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 5.23% 2.64%
6 Month 3.82% 5.72%
1 Year 10.17% 19.36%
3 Year 17.12% -
5 Year 23.12% -

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 8.91% 8.33%
1 Year 13.67% 19.78%
3 Year 17.69% -
5 Year 17.82% -

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 16.58% 16.36%
3 Year 14.76% -
5 Year 12.61% -

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 14.932% -
Sharp 0.453% -
Beta 0.96% -
Alpha 3.029% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 6.76 19.42
Small Cap 16.03 6.31
Mid Cap 12.68 5.88
Large Cap 64.53 68.39

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

DSP Banking & Financial Services Fund - Reg (G)

Others 4 17.94
Financial Services 94.79 80.49
Technology 1.22 1.57

Top Comparisons

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns19.3%

VS

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.57%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns6.95%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns7.4%

VS

DSP Income Plus Arbitrage Fund of Fund - Reg - Growth DSP Income Plus Arbitrage Fund of Fund - Reg - Growth

3Y Returns9.64%

Compare Now

HDFC Value Fund - Growth Plan HDFC Value Fund - Growth Plan

3Y Returns18.45%

VS

Tata Equity PE Fund Regular Plan -(Growth Option) Tata Equity PE Fund Regular Plan -(Growth Option)

3Y Returns19.26%

Compare Now
Add to Cart Successfully