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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) | ₹1583 Cr | ₹1386 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 | -0.13% | -1.26% |
| 6 Month | 5.38% | 3.35% |
| 1 Year | 16.18% | 11.9% |
| 3 Year | - | 14.69% |
| 5 Year | - | 15.33% |
SIP Return Analysis
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.11% | 3.51% |
| 1 Year | 23.78% | 19.76% |
| 3 Year | - | 16.64% |
| 5 Year | - | 15.53% |
Rolling Lumpsum Returns
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.17% | 14.18% |
| 3 Year | - | 13.75% |
| 5 Year | - | 12.2% |
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 | - | 0.78% |
| Beta | - | 0.93% |
| Alpha | - | 1.61% |
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 | 17.89 | 11.92 |
| Small Cap | 15.36 | 13.24 |
| Large Cap | 49.8 | 66.42 |
| Mid Cap | 16.94 | 8.42 |
Sector Allocation
| Scheme Name |
DSP Banking & Financial Services Fund - Reg (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.37 | 1.75 |
| Financial Services | 93.02 | 97.15 |
| Technology | 1.61 | 1.09 |
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