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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) | ₹1354 Cr | ₹1605 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 | -3.34% | -3.53% |
| 6 Month | 14.41% | 12.43% |
| 1 Year | 16.66% | 5.27% |
| 3 Year | - | 20.2% |
| 5 Year | - | 22.96% |
SIP Return Analysis
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.29% | 4.56% |
| 1 Year | 19.62% | 12.83% |
| 3 Year | - | 17.7% |
| 5 Year | - | 18.47% |
Rolling Lumpsum Returns
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.32% | 15.39% |
| 3 Year | - | 13.68% |
| 5 Year | - | 13.35% |
Risk Management
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.94% |
| Sharp | - | 1.31% |
| Beta | - | 0.90% |
| Alpha | - | 7.91% |
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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 |
| 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 | 13.97 | 10.48 |
| Large Cap | 59.37 | 62.69 |
| Small Cap | 16.4 | 22.82 |
| Mid Cap | 10.26 | 4.02 |
Sector Allocation
| Scheme Name |
DSP Banking & Financial Services Fund - Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.28 | 5.69 |
| Financial Services | 91.62 | 94.31 |
| Technology | 1.1 | - |
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