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

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

Uniqueness

Return

Risk

Operability

Oomph Factor

Nil. Period.

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