BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs DSP Banking & PSU Debt Fund compare

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tortoise-icon BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

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tortoise-icon DSP Banking & PSU Debt Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH DSP Banking & PSU Debt Fund - Regular Plan - Growth
Fund BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH DSP Banking & PSU Debt Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹97 Cr ₹2412 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Nov 2023 05 Sep 2013
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark BSE India Financials Bond Index NIFTY Banking and PSU Debt TRI
Turn Over % 0.0%
Expense Ratio 0.89 0.56
Manager Siddharth Chaudhary Karan Mundhra
ISIN Code INF0QA701557 INF740K01ZP6
Exits Load /365 Nil/365

Trailing Lumpsum Returns

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH DSP Banking & PSU Debt Fund - Regular Plan - Growth
1 Month 0.82% 0.84%
6 Month 3.91% 4.13%
1 Year - 8.04%
3 Year - 5.55%
5 Year - 6.43%

SIP Return Analysis

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH DSP Banking & PSU Debt Fund - Regular Plan - Growth
6 Month - -
1 Year 2.02% 3.41%
3 Year 2.02% 9.37%
5 Year 2.02% 15.34%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH DSP Banking & PSU Debt Fund - Regular Plan - Growth
1 Year - 7.83%
3 Year - 7.53%
5 Year - 7.33%

Risk Management

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH DSP Banking & PSU Debt Fund - Regular Plan - Growth
Standard Deviation - 1.2%
Sharp - -0.25%
Beta - 2.23%
Alpha - 4.17%

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Fund Managers

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH DSP Banking & PSU Debt Fund - Regular Plan - Growth
Name Siddharth Chaudhary Karan Mundhra
Total AUM ₹7136 Cr ₹22743 Cr
Fund Manage 8 6
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH DSP Banking & PSU Debt Fund - Regular Plan - Growth

Market Cap

Scheme Name

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

DSP Banking & PSU Debt Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

DSP Banking & PSU Debt Fund - Regular Plan - Growth

Others 9.36 11.73
Sovereign 10.42 9.57
Financial 62.79 67.61
Energy 5.53 11.09
Consumer Staples 6.57 -
Services 5.33 -

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