Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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 2.64% 3.98%
6 Month 5.72% 4.06%
1 Year 19.36% 13.74%
3 Year - 18.21%
5 Year - 22.18%

SIP Return Analysis

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 8.33% 8.89%
1 Year 19.78% 16.29%
3 Year - 18.98%
5 Year - 18.35%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns6.97%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns6.71%

Compare Now

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.41%

VS

Edelweiss Liquid Fund - Regular Plan - Growth Option Edelweiss Liquid Fund - Regular Plan - Growth Option

3Y Returns6.73%

Compare Now

Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mirae Asset Great Consumer Fund - Regular Plan - Growth option

3Y Returns17.5%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns18.22%

Compare Now

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns20.37%

VS

AXIS INNOVATION FUND - Regular Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option

3Y Returns12.4%

Compare Now
Add to Cart Successfully