- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8371 Cr | ₹1346 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 | 0.48% | 2.19% |
| 6 Month | 17.7% | 15.66% |
| 1 Year | 11.26% | 13.55% |
| 3 Year | 17.04% | - |
| 5 Year | 21.76% | - |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 6 Month | 3.14% | 2.28% |
| 1 Year | 18.43% | 16.85% |
| 3 Year | 19.91% | - |
| 5 Year | 17.54% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Year | 17.09% | 18.63% |
| 3 Year | 15.2% | - |
| 5 Year | 13.68% | - |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 11.89% | - |
| Sharp | 0.85% | - |
| Beta | 0.81% | - |
| Alpha | 7.13% | - |
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 | 8.59 | 18.03 |
| Mid Cap | 13.61 | 9.63 |
| Large Cap | 64.71 | 57.08 |
| Small Cap | 13.1 | 15.26 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 8.11 | 11.51 |
| Financial Services | 91.89 | 87.47 |
| Technology | - | 1.02 |
Top Comparisons
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns7%
LIC MF Liquid Fund-Growth
3Y Returns6.95%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns11.43%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.36%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.49%
Kotak Large & Midcap Fund - Growth
3Y Returns17.56%
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
3Y Returns15.98%
