BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs DSP Banking & PSU Debt Fund compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
DSP Banking & PSU Debt Fund - Regular Plan - Growth
Chart Comparison
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 | Moderate | Moderate |
Asset Size (Cr) | ₹115 Cr | ₹2978 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 13 Nov 2023 | 14 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 | 0.72 |
Manager | Siddharth Chaudhary | Karan Mundhra |
ISIN Code | INF0QA701557 | INF740K01ZP6 |
Exits Load | Data not available./365 | Data not available./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 | 1.91% | 2.11% |
6 Month | 4.73% | 4.77% |
1 Year | 9.44% | 10.05% |
3 Year | - | 7.24% |
5 Year | - | 6.59% |
SIP Return Analysis
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.13% | 3.07% |
1 Year | 10.21% | 10.12% |
3 Year | - | 8.42% |
5 Year | - | 6.93% |
Rolling Lumpsum Returns
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.76% | 7.98% |
3 Year | - | 7.47% |
5 Year | - | 7.13% |
Risk Management
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 1.265% |
Sharp | - | -0.249% |
Beta | - | 0.873% |
Alpha | - | -0.229% |
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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 |
Funds Managed | 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 | 100 | 100 |
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