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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 | ₹1305 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 | -3.13% | -3.05% |
| 6 Month | 13.33% | 14.13% |
| 1 Year | 19.81% | 12.95% |
| 3 Year | - | 15.79% |
| 5 Year | - | 21.54% |
SIP Return Analysis
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.85% | 2.28% |
| 1 Year | 12% | 11.83% |
| 3 Year | - | 15.5% |
| 5 Year | - | 15.51% |
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 | - | 12.68% |
| Sharp | - | 0.83% |
| Beta | - | 0.86% |
| Alpha | - | 4.91% |
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 | 18.03 | 10.74 |
| Large Cap | 57.08 | 65.38 |
| Small Cap | 15.26 | 15.44 |
| Mid Cap | 9.63 | 8.44 |
Sector Allocation
| Scheme Name |
DSP Banking & Financial Services Fund - Reg (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.51 | 0.89 |
| Financial Services | 87.47 | 98.63 |
| Technology | 1.02 | 0.48 |
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