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DSP Banking & Financial Services Fund vs SBI Banking & Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
DSP Banking & Financial Services Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Fund | SBI Banking & 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) | ₹9813 Cr | ₹1583 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Feb 2015 | 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 | 84% | % |
| Expense Ratio | 1.81 | 2.19 |
| Manager | Pradeep Kesavan | Dhaval Gada |
| ISIN Code | INF200KA1473 | INF740KA1TN0 |
| Exits Load | SBI 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 | 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 | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Month | 1.24% | 1.71% |
| 6 Month | 6.93% | 5.72% |
| 1 Year | 19.33% | 20.28% |
| 3 Year | 20.74% | - |
| 5 Year | 17.26% | - |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 6 Month | 3.85% | 3.1% |
| 1 Year | 21.95% | 18.35% |
| 3 Year | 21.26% | - |
| 5 Year | 18.55% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Year | 16.78% | 18.17% |
| 3 Year | 15.49% | - |
| 5 Year | 13.91% | - |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 14.44% | - |
| Sharp | 1.1% | - |
| Beta | 0.87% | - |
| Alpha | 5.52% | - |
Fund Managers
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Gada |
| Total AUM | ₹434274 Cr | ₹21050 Cr |
| Funds Managed | 43 | 4 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
Market Cap
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 9.38 | 17.89 |
| Mid Cap | 19.27 | 16.94 |
| Large Cap | 60.94 | 49.8 |
| Small Cap | 10.42 | 15.36 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 3.06 | 5.37 |
| Financial Services | 96.25 | 93.02 |
| Technology | 0.69 | 1.61 |
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