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

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

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

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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 2.18% 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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