DSP Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare
DSP Banking & Financial Services Fund - Reg (G)
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
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 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
3Y Returns19.39%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns21.86%
Nippon India Hybrid Bond Fund-Growth Plan
3Y Returns7.78%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns10.87%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns18.45%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns9.18%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns15.27%