DSP Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare

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

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tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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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) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹0 Cr ₹1002 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 08 Dec 2023 01 Aug 2005
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over % 20%
Expense Ratio 0 2.27
Manager Dhaval Gada Preethi R S
ISIN Code INF740KA1TN0 INF789F01372
Exits Load /365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 2.3% 1.15%
6 Month 12.26% 11.49%
1 Year - 22.11%
3 Year - 15.2%
5 Year - 11.73%

SIP Return Analysis

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.74% 9.81%
3 Year 4.74% 27.72%
5 Year 4.74% 51.42%

Rolling Lumpsum Returns

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 9.46% 17.09%
3 Year 9.46% 43.58%
5 Year 9.46% 60.16%

Risk Management

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation - 14.94%
Sharp - 0.6%
Beta - 0.92%
Alpha - 2.81%

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Fund Managers

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Dhaval Gada Preethi R S
Total AUM ₹21050 Cr ₹1002 Cr
Fund Manage 4 1
DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Banking & Financial Services Fund - Reg (G)

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Large Cap 77.29 67.14
Others 5.66 1.62
Mid Cap 9.79 11.15
Small Cap 7.26 20.11

Sector Allocation

Scheme Name

DSP Banking & Financial Services Fund - Reg (G)

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Financial 92.38 94.29
Others 5.66 1.21
Insurance 1.96 3.5
Services - 1.02

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