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DSP Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare
DSP Banking & Financial Services Fund - Reg (G)
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1346 Cr | ₹1255 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 | 2.19 | 2.22 |
| Manager | Dhaval Gada | Preethi R S |
| ISIN Code | INF740KA1TN0 | INF789F01372 |
| 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 | UTI Banking and Financial Services Fund - Growth charges 1.0% 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) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.02% | 1.49% |
| 6 Month | 15.41% | 14.66% |
| 1 Year | 7.86% | 6.86% |
| 3 Year | - | 15.07% |
| 5 Year | - | 21.53% |
SIP Return Analysis
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.28% | 1.07% |
| 1 Year | 16.85% | 13.72% |
| 3 Year | - | 15.5% |
| 5 Year | - | 15.18% |
Rolling Lumpsum Returns
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.63% | 14.5% |
| 3 Year | - | 13.56% |
| 5 Year | - | 11.93% |
Risk Management
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.73% |
| Sharp | - | 0.62% |
| Beta | - | 0.86% |
| Alpha | - | 4.70% |
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 |
| Funds Managed | 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 |
|---|---|---|
| Others | 18.32 | 11.99 |
| Large Cap | 57.88 | 65.54 |
| Small Cap | 14.11 | 14.7 |
| Mid Cap | 9.69 | 7.77 |
Sector Allocation
| Scheme Name |
DSP Banking & Financial Services Fund - Reg (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.73 | 1.76 |
| Financial Services | 87.21 | 97.76 |
| Technology | 1.06 | 0.47 |
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