DSP Banking & Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
DSP Banking & Financial Services Fund - Reg (G)
Chart Comparison
Overview
Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Fund | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹7487 Cr | ₹1354 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 26 May 2003 | 08 Dec 2023 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Financial Services TRI |
Turn Over | 38% | % |
Expense Ratio | 1.88 | 2.19 |
Manager | Vinay Sharma | Dhaval Gada |
ISIN Code | INF204K01927 | INF740KA1TN0 |
Exits Load | Nippon India Banking & Financial Services Fund - 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 | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
1 Month | -3.75% | -3.34% |
6 Month | 14.24% | 14.41% |
1 Year | 10.46% | 16.66% |
3 Year | 19.59% | - |
5 Year | 26.19% | - |
SIP Return Analysis
Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
6 Month | 5.72% | 5.29% |
1 Year | 17.45% | 19.62% |
3 Year | 19.21% | - |
5 Year | 20.21% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
1 Year | 21.09% | 17.32% |
3 Year | 18.61% | - |
5 Year | 17.26% | - |
Risk Management
Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Standard Deviation | 13.21% | - |
Sharp | 1.35% | - |
Beta | 0.85% | - |
Alpha | 8.03% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Name | Vinay Sharma | Dhaval Gada |
Total AUM | ₹14183 Cr | ₹21050 Cr |
Funds Managed | 3 | 4 |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | DSP Banking & Financial Services Fund - Reg (G) |
Market Cap
Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Others | 5.62 | 13.97 |
Small Cap | 13.94 | 16.4 |
Mid Cap | 18.04 | 10.26 |
Large Cap | 62.4 | 59.37 |
Sector Allocation
Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Others | 3.04 | 7.28 |
Financial Services | 94.51 | 91.62 |
Technology | 2.45 | 1.1 |
Top Comparisons
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.52%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.09%
HDFC Focused Fund - GROWTH PLAN
3Y Returns23.66%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.17%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns16.21%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns16.17%