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DSP Banking & Financial Services Fund-Reg(G)

FAQ : DSP Banking & Financial Services Fund - Regular Plan - Growth

DSP Banking & Financial Services Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 6.21 N/A N/A N/A
Average Rolling Returns(%) 16.67 N/A N/A N/A

The Current NAV of DSP Banking & Financial Services Fund - Regular Plan - Growth is ₹13.59.

It is better to invest in a fund with a longer track record as DSP Banking & Financial Services Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark Nifty Financial Services , as Funds portfolio is somewhat different.

DSP Banking & Financial Services Fund - Regular Plan - Growth fund’s expense ratio is 1.76%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of DSP Banking & Financial Services Fund - Regular Plan - Growth is currently ₹2,034 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Axis Bank and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 53% of fund’s portfolio respectively.

Top three sectors of DSP Banking & Financial Services Fund - Regular Plan - Growth fund are BFSI, IT and Miscellaneous accounting for 100% of the total portfolio.

Funds Portfolio Quality is Not Good. It has a fair amount of Red and Orange stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of DSP Banking & Financial Services Fund - Regular Plan - Growth Fund is Equity - Sectoral Fund - Banks & Financial Service.

Preethi R S and Vinit Sambre manage the DSP Banking & Financial Services Fund - Regular Plan - Growth Fund.

DSP Banking & Financial Services Fund - Regular Plan - Growth current PE ratio is 36.26 and PB ratio is 4.41

The asset allocation of DSP Banking & Financial Services Fund - Regular Plan - Growth is Stocks : 98.53%, Debt : 1.46% and Gold : 0%

The minimum SIP amount for DSP Banking & Financial Services Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for DSP Banking & Financial Services Fund - Regular Plan - Growth is 0.50% on or before 1 months, Nil after 1 months