DSP Banking & Financial Services Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 10.30% .
The fund currently owns more than 37 stocks.
The top 10 holdings account for 54.88% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 20.98% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.55% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
10.30%
|
|
| 2 | Financials |
7.09%
|
|
| 3 | Non-Banking Financial Company (NBFC) |
5.76%
|
|
| 4 | Non-Banking Financial Company (NBFC) |
5.03%
|
|
| 5 | Financials |
4.85%
|
|
| 6 | Non-Banking Financial Company (NBFC) |
4.65%
|
|
| 7 | Finance - Banks - Private Sector |
4.57%
|
|
| 8 | Finance - Banks - Private Sector |
4.24%
|
|
| 9 | Financials |
4.20%
|
|
| 10 | Financial Technologies (Fintech) |
4.19%
|
|
| 11 | Financials |
4.18%
|
|
| 12 | Finance - Banks - Private Sector |
4.17%
|
AMC: DSP
Category: Equity • Sectoral/Thematic
Launch Date: 20 Nov 2023
Fund Manager: Mr. Rohit Singhania
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
DSP Banking & Financial Services Fund - Direct Plan is managed by DSP and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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