myplexus

NFO Monitor

Fund Fact

Name of Funds:

DSP Banking & Financial Services

Opening:

20th November 2023

Closing:

4th December 2023

Minimum Investment:

Rs. 100/– and any amount thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

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

upto 20% Debt upto 10% Others

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

Uniqueness

Return

Risk

Operability

Oomph Factor

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

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028