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 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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