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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 Very High
Asset Size (Cr) ₹2958 Cr ₹1290 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 1.94 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 2.91% 1.19%
6 Month 19.74% 17.29%
1 Year 14.88% 18.44%
3 Year 24.06% -
5 Year 21.98% -

SIP Return Analysis

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
6 Month 11.11% 9.05%
1 Year 26.54% 25.41%
3 Year 20.39% -
5 Year 18.63% -

Rolling Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
1 Year 16.45% 17.32%
3 Year 13.98% -
5 Year 13.92% -

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 1.34% -
Beta 0.93% -
Alpha 4.36% -

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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
Funds Managed 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 4.28 17.92
Mid Cap 15.04 9.35
Large Cap 58.16 59.73
Small Cap 22.53 13.01

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

DSP Banking & Financial Services Fund - Reg (G)

Others 4.28 17.92
Financial Services 93.81 80.87
Technology 1.91 1.21

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