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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) | ₹6556 Cr | ₹1012 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 | 4.37% | 2.64% |
| 6 Month | 4.63% | 5.72% |
| 1 Year | 16.08% | 19.36% |
| 3 Year | 19.08% | - |
| 5 Year | 22.35% | - |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 6 Month | 7.15% | 8.33% |
| 1 Year | 14.63% | 19.78% |
| 3 Year | 21.22% | - |
| 5 Year | 19.17% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Year | 17.48% | 16.36% |
| 3 Year | 14.93% | - |
| 5 Year | 13.34% | - |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 13.062% | - |
| Sharp | 0.684% | - |
| Beta | 0.84% | - |
| Alpha | 5.666% | - |
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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 | 14.28 | 19.42 |
| Mid Cap | 16.45 | 5.88 |
| Small Cap | 14.09 | 6.31 |
| Large Cap | 55.18 | 68.39 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 14.28 | 17.94 |
| Financial Services | 85.72 | 80.49 |
| Technology | - | 1.57 |
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