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DSP Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
DSP Banking & Financial Services Fund - Reg (G)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1420 Cr | ₹1514 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 08 Dec 2023 | 10 Jun 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | % | 58% |
| Expense Ratio | 2.19 | 2.14 |
| Manager | Dhaval Gada | Rohit Seksaria |
| ISIN Code | INF740KA1TN0 | INF903J01629 |
| Exits Load | 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 | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.49% | 4.27% |
| 6 Month | 9.88% | 5.8% |
| 1 Year | 16.52% | 9.28% |
| 3 Year | - | 18.08% |
| 5 Year | - | 20.26% |
SIP Return Analysis
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.18% | 4.55% |
| 1 Year | 23.8% | 18.42% |
| 3 Year | - | 15.99% |
| 5 Year | - | 16.82% |
Rolling Lumpsum Returns
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.17% | 14.82% |
| 3 Year | - | 14.08% |
| 5 Year | - | 13.47% |
Risk Management
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.03% |
| Sharp | - | 0.85% |
| Beta | - | 0.96% |
| Alpha | - | 3.48% |
Fund Managers
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Gada | Rohit Seksaria |
| Total AUM | ₹21050 Cr | ₹0 Cr |
| Funds Managed | 4 | 15 |
| DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Banking & Financial Services Fund - Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 17.18 | 10.56 |
| Small Cap | 15.21 | 21.16 |
| Large Cap | 57.6 | 64.9 |
| Mid Cap | 10.01 | 3.38 |
Sector Allocation
| Scheme Name |
DSP Banking & Financial Services Fund - Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.86 | 5.4 |
| Financial Services | 88.78 | 94.6 |
| Technology | 1.37 | - |
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