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Fund Facts
  • Name of Fund:
    DSP Banking & Financial Services
  • Opening:
    20th November 2023
  • Closing:
    4th December 2023
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 100/– and any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    Nil
  • Thereafter:
    Nil

Fund Stats

Objective

The primary investment objective of the scheme is to seek to generate returns through investment in domestic and overseas equity and equity related securities of companies engaged in banking and financial services sector.

  • Benchmark:

  • NIFTY Financial Services

  • Fund Manager:

  • Dhaval Gada, Jay Kothari

Asset Allocation

80-100% Equity
upto 20% Money Market
Comparable existing schemes
SBI Banking & Financial Services Fund 10.13(6M) 10.98(1Y)
Aditya Birla Sun Life Banking and Financial Services Fund 12.29(6M) 15.08(1Y)

Fund Prognosis

Idea Distiller

Banking and Financial services has enough representations. Very low ideation

  • Fund House AAUM:

  • Rs. 13014903.97 Lakhs (as on 30th September 2023)

  • Fund Manager:

  • Combined experience of above 18 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Nil. Period.