DSP Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
DSP Banking & Financial Services Fund - Reg (G)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹685 Cr | ₹1386 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 08 Dec 2023 | 10 Jun 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | % | 58% |
| Expense Ratio | 2.34 | 2.11 |
| Manager | Dhaval Gada | Rohit Seksaria |
| ISIN Code | INF740KA1TN0 | INF903J01629 |
| Exits Load | Exit load of 0.50%, if redeemed within 1 month./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.38% | -3.1% |
| 6 Month | 10.77% | 1.99% |
| 1 Year | - | 17.15% |
| 3 Year | - | 15.96% |
| 5 Year | - | 15.09% |
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 5.41% |
| 3 Year | - | 19.75% |
| 5 Year | - | 20.13% |
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 16.22% |
| 3 Year | - | 13.25% |
| 5 Year | - | 13.15% |
| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.56% |
| Sharp | - | 0.9% |
| Beta | - | 0.9% |
| Alpha | - | 6.92% |
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| Scheme Name | DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Gada | Rohit Seksaria |
| Total AUM | ₹21050 Cr | ₹0 Cr |
| Fund Manage | 4 | 15 |
| DSP Banking & Financial Services Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Scheme Name |
DSP Banking & Financial Services Fund - Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.66 | 5.02 |
| Small Cap | 7.26 | 29.57 |
| Large Cap | 77.29 | 58.86 |
| Mid Cap | 9.79 | 6.67 |
| Scheme Name |
DSP Banking & Financial Services Fund - Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.66 | 5.02 |
| Financial | 92.38 | - |
| Insurance | 1.96 | 2.28 |
| Finance | - | 23.92 |
| Banks | - | 60.7 |
| Capital Markets | - | 7.17 |
| Financial Technology (Fintech) | - | 1.03 |
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