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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
Aditya Birla Sun Life Banking and Financial Services Fund 13.50(6M) 22.21(1Y)
Baroda BNP Paribas Banking and Financial Services Fund 17.45(6M) 20.82(1Y)

Fund Prognosis

Idea Distiller

The broader financial services market is looking attractive to quite a few houses and definitely to DSP.

  • 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

There are so many options and very little scope for differentiation. What oomph???