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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) | ₹8693 Cr | ₹1420 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 | 2.81% | 3.49% |
| 6 Month | 11.12% | 9.88% |
| 1 Year | 15.33% | 16.52% |
| 3 Year | 19.07% | - |
| 5 Year | 19.5% | - |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 6 Month | 5.72% | 5.66% |
| 1 Year | 24.63% | 23.53% |
| 3 Year | 21.25% | - |
| 5 Year | 18.26% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Year | 16.85% | 18.17% |
| 3 Year | 15.34% | - |
| 5 Year | 13.75% | - |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 11.68% | - |
| Sharp | 1.00% | - |
| Beta | 0.84% | - |
| Alpha | 4.98% | - |
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 | 5.7 | 17.18 |
| Mid Cap | 15.22 | 10.01 |
| Large Cap | 69.67 | 57.6 |
| Small Cap | 9.4 | 15.21 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 1.72 | 9.86 |
| Financial Services | 98.28 | 88.78 |
| Technology | - | 1.37 |
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