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DSP Banking & Financial Services Fund vs Tata Banking And Financial Services Fund compare

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tortoise-icon Tata Banking And Financial Services Fund-Regular Plan-Growth

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

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Chart Comparison

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

Overview

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
Fund Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹2324 Cr ₹1012 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Dec 2015 08 Dec 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 10.36% %
Expense Ratio 0.55 2.19
Manager Amey Sathe Dhaval Gada
ISIN Code INF277K01Y86 INF740KA1TN0
Exits Load Tata Banking And Financial Services Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
1 Month -0.55% -0.24%
6 Month -2.69% 3.73%
1 Year 7.24% 14.15%
3 Year 13.76% -
5 Year 11.7% -

SIP Return Analysis

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
6 Month - -
1 Year -0.96% 7.09%
3 Year 12.95% -
5 Year 14.6% -

Rolling Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
1 Year 16.78% 16.36%
3 Year 13.75% -
5 Year 13.75% -

Risk Management

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
Standard Deviation 15.02% -
Sharp 0.48% -
Beta 0.95% -
Alpha 2.97% -

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Fund Managers

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
Name Amey Sathe Dhaval Gada
Total AUM ₹11910 Cr ₹21050 Cr
Fund Manage 4 4
Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)

Market Cap

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

DSP Banking & Financial Services Fund - Reg (G)

Others 1.36 5.66
Small Cap 27.66 7.26
Mid Cap 13.9 9.79
Large Cap 57.08 77.29

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

DSP Banking & Financial Services Fund - Reg (G)

Others 1.36 5.66
Capital Markets 6.84 -
Finance 20.77 -
Banks 61.74 -
Insurance 7.28 1.96
Financial Technology (Fintech) 2.01 -
Financial - 92.38

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