DSP Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon DSP Banking & Financial Services Fund - Reg (G)

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tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹685 Cr ₹1386 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 2.34 2.11
Manager Dhaval Gada Rohit Seksaria
ISIN Code INF740KA1TN0 INF903J01629
Exits Load Exit load of 0.50%, if redeemed within 1 month./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name DSP Banking & Financial Services Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 1.64% 0.99%
6 Month 15.44% 14.76%
1 Year - 30.95%
3 Year - 19.35%
5 Year - 18.89%

SIP Return Analysis

Scheme Name DSP Banking & Financial Services Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year 4.74% 12.5%
3 Year 4.74% 40.26%
5 Year 4.74% 71.75%

Rolling Lumpsum Returns

Scheme Name DSP Banking & Financial Services Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 9.46% 21.17%
3 Year 9.46% 57.22%
5 Year 9.46% 81.29%

Risk Management

Scheme Name DSP Banking & Financial Services Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 14.56%
Sharp - 0.9%
Beta - 0.9%
Alpha - 6.92%

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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
Fund Manage 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 5.66 5.48
Small Cap 7.26 19.74
Large Cap 77.29 71.45
Mid Cap 9.79 3.32

Sector Allocation

Scheme Name

DSP Banking & Financial Services Fund - Reg (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 5.66 3.12
Financial 92.38 92.18
Insurance 1.96 2.71
Unclassified - 1.98

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