- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
DSP Banking & Financial Services Fund vs Tata Banking And Financial Services Fund compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
DSP Banking & Financial Services Fund - Reg (G)
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹2324 Cr | ₹1012 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 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 | 0.55 | 2.19 |
| Manager | Amey Sathe | Dhaval Gada |
| ISIN Code | INF277K01Y86 | INF740KA1TN0 |
| Exits Load | Tata Banking And Financial Services Fund - Growth charges 0.25% 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 | Tata Banking And Financial Services Fund-Regular Plan-Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Month | -0.39% | 1.33% |
| 6 Month | -3.91% | 2.93% |
| 1 Year | 7.12% | 14.98% |
| 3 Year | 14.06% | - |
| 5 Year | 11.42% | - |
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 | -1.27% | 8.48% |
| 3 Year | 13.17% | - |
| 5 Year | 15.1% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Year | 16.78% | 16.36% |
| 3 Year | 13.75% | - |
| 5 Year | 13.75% | - |
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 | 0.48% | - |
| Beta | 0.95% | - |
| Alpha | 2.97% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.36 | 5.66 |
| Small Cap | 27.66 | 7.26 |
| Mid Cap | 13.9 | 9.79 |
| Large Cap | 57.08 | 77.29 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 1.36 | 5.66 |
| Capital Markets | 6.84 | - |
| Finance | 20.77 | - |
| Banks | 61.74 | - |
| Insurance | 7.28 | 1.96 |
| Financial Technology (Fintech) | 2.01 | - |
| Financial | - | 92.38 |
Top Comparisons
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns13.22%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns14.4%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns23.79%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns19.59%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns16%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns15.51%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns14.5%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns6.66%
