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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) | ₹1012 Cr | ₹1128 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 | 2.18% | 0.2% |
| 6 Month | 12.74% | 10.02% |
| 1 Year | 24.89% | 17.48% |
| 3 Year | - | 21.44% |
| 5 Year | - | 27.64% |
SIP Return Analysis
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 10.43% | 9.62% |
| 1 Year | 24.95% | 19.16% |
| 3 Year | - | 19.12% |
| 5 Year | - | 18.01% |
Rolling Lumpsum Returns
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.36% | 14.67% |
| 3 Year | - | 13.36% |
| 5 Year | - | 11.7% |
Risk Management
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.251% |
| Sharp | - | 0.511% |
| Beta | - | 0.915% |
| Alpha | - | 3.729% |
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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 |
| 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 | 19.42 | 10.02 |
| Large Cap | 68.39 | 63.41 |
| Small Cap | 6.31 | 16.31 |
| Mid Cap | 5.88 | 10.27 |
Sector Allocation
| Scheme Name |
DSP Banking & Financial Services Fund - Reg (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 17.94 | 4.54 |
| Financial Services | 80.49 | 95.39 |
| Technology | 1.57 | 0.08 |
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