Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1012 Cr ₹1128 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 08 Dec 2023 01 Aug 2005
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 2.19 2.22
Manager Dhaval Gada Preethi R S
ISIN Code INF740KA1TN0 INF789F01372
Exits Load 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 UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 7.78% 8.75%
6 Month -2.54% -3.38%
1 Year 23.19% 14.73%
3 Year - 16.96%
5 Year - 23.29%

SIP Return Analysis

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 4.17% 3.45%
1 Year 14.12% 7.2%
3 Year - 15.92%
5 Year - 16.93%

Rolling Lumpsum Returns

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 16.36% 14.67%
3 Year - 13.36%
5 Year - 11.7%

Risk Management

Scheme Name DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation - 14.251%
Sharp - 0.511%
Beta - 0.915%
Alpha - 3.729%

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 DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Dhaval Gada Preethi R S
Total AUM ₹21050 Cr ₹1002 Cr
Funds Managed 4 1
DSP Banking & Financial Services Fund - Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Banking & Financial Services Fund - Reg (G)

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 19.42 10.02
Large Cap 68.39 63.41
Small Cap 6.31 16.31
Mid Cap 5.88 10.27

Sector Allocation

Scheme Name

DSP Banking & Financial Services Fund - Reg (G)

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 17.94 4.54
Financial Services 80.49 95.39
Technology 1.57 0.08

Top Comparisons

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns19.39%

VS

BANDHAN Core Equity Fund - Regular Plan - Growth BANDHAN Core Equity Fund - Regular Plan - Growth

3Y Returns21.86%

Compare Now

Nippon India Hybrid Bond Fund-Growth Plan Nippon India Hybrid Bond Fund-Growth Plan

3Y Returns7.78%

VS

Parag Parikh Conservative Hybrid Fund Regular - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth

3Y Returns10.87%

Compare Now

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns18.45%

VS

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns9.18%

Compare Now

WhiteOak Capital Multi Cap Fund - Regular (G) WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns15.27%

Compare Now
Add to Cart Successfully