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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 Risk Very High Risk
Asset Size (Cr) ₹1012 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 2.19 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 0.25% -1%
6 Month 5.72% -4.68%
1 Year 15.38% 3.74%
3 Year - 16.29%
5 Year - 13.49%

SIP Return Analysis

Scheme Name DSP Banking & Financial Services Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year 7.09% -6.71%
3 Year - 14.17%
5 Year - 16.92%

Rolling Lumpsum Returns

Scheme Name DSP Banking & Financial Services Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 16.36% 15.9%
3 Year - 13.42%
5 Year - 13.25%

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 4.32
Small Cap 7.26 27.27
Large Cap 77.29 61.19
Mid Cap 9.79 6.8

Sector Allocation

Scheme Name

DSP Banking & Financial Services Fund - Reg (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 5.66 4.32
Financial 92.38 -
Insurance 1.96 2.23
Finance - 22.74
Banks - 63.87
Capital Markets - 5.31
Financial Technology (Fintech) - 1.11

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