DSP Banking & Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
DSP Banking & Financial Services Fund - Reg (G)
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Fund | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3101 Cr | ₹1012 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Dec 2013 | 08 Dec 2023 |
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 | 1.99 | 2.19 |
Manager | Dhaval Gala | Dhaval Gada |
ISIN Code | INF209K011W7 | INF740KA1TN0 |
Exits Load | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
1 Month | 6.15% | 4.65% |
6 Month | 5.7% | 8.56% |
1 Year | 14.2% | 25.22% |
3 Year | 17.21% | - |
5 Year | 26.29% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
6 Month | 8.24% | 7.7% |
1 Year | 13.61% | 19.92% |
3 Year | 17.36% | - |
5 Year | 17.7% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
1 Year | 16.58% | 16.36% |
3 Year | 14.76% | - |
5 Year | 12.61% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Standard Deviation | 14.932% | - |
Sharp | 0.453% | - |
Beta | 0.96% | - |
Alpha | 3.029% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Name | Dhaval Gala | Dhaval Gada |
Total AUM | ₹23597 Cr | ₹21050 Cr |
Funds Managed | 7 | 4 |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
Market Cap
Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Others | 6.76 | 19.42 |
Small Cap | 16.03 | 6.31 |
Mid Cap | 12.68 | 5.88 |
Large Cap | 64.53 | 68.39 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Others | 4 | 17.94 |
Financial Services | 94.79 | 80.49 |
Technology | 1.22 | 1.57 |
Top Comparisons
Invesco India Flexi Cap Fund - Growth
3Y Returns20.15%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.73%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.63%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.09%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns6.89%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.31%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns13.06%
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns12.49%