DSP Banking & Financial Services Fund vs Tata Banking And Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Tata Banking And Financial Services Fund-Regular Plan-Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
Fund Tata 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) ₹2228 Cr ₹685 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Dec 2015 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 10.36% %
Expense Ratio 1.99 2.34
Manager Amey Sathe Dhaval Gada
ISIN Code INF277K01Y86 INF740KA1TN0
Exits Load Exit load of 0.25% if redeemed within 30 days./365 Exit load of 0.50%, if redeemed within 1 month./365

Trailing Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
1 Month -4.63% -4.47%
6 Month 8.13% 10.54%
1 Year 16.84% -
3 Year 12.69% -
5 Year 12.99% -

SIP Return Analysis

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
6 Month - -
1 Year 16.84% -
3 Year 19.49% -
5 Year 18.19% -

Rolling Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
1 Year 17.42% -
3 Year 13.7% -
5 Year 14.01% -

Risk Management

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
Standard Deviation 15.02% -
Sharp 0.49% -
Beta 0.96% -
Alpha 4.06% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)
Name Amey Sathe Dhaval Gada
Total AUM ₹11910 Cr ₹21050 Cr
Fund Manage 4 4
Tata Banking And Financial Services Fund-Regular Plan-Growth DSP Banking & Financial Services Fund - Reg (G)

Market Cap

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

DSP Banking & Financial Services Fund - Reg (G)

Others 3.23 5.66
Small Cap 28.52 7.26
Large Cap 57.88 77.29
Mid Cap 10.37 9.79

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

DSP Banking & Financial Services Fund - Reg (G)

Others 3.23 5.66
Financial 89.4 92.38
Healthcare 1.16 -
Services 2.21 -
Insurance 4 1.96

Top Comparisons

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

3Y Returns6.29%

VS

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns9.37%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns7.86%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns9.09%

Compare Now

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns11.03%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns5.65%

Compare Now

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns16.46%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns16.35%

Compare Now
Request call back
Add to Cart Successfully