70
Banking & FinancialBuy
DSP BankIng & FInancial Services
DSP · Direct–Growth · rank #7 of 31 by Smart Score
Data updated
Trailing returns
1 Year
12.5%
+11.0% vs index
3 Years
—
5 Years
—
Since launch
16.8%
Year-by-year performance
2024
+17.4%+11.5% vs index
2025
+23.6%+5.8% vs index
2026
+5.4%+10.4% vs index
Why this score
DSP BankIng & FInancial Services scores 70/100 — #7 of 31 Banking & Financial fund (Buy). It stands out for expense ratio and alpha — beating 92% of peers on expense ratio. The main drag is its volatility (better than only 15% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Expense ratio0.78% · 92nd percentile in category
Volatility16.73 · 15th percentile in category
Alpha8.27 · 90th percentile in category
Sortino ratio0.87 · 85th percentile in category
Fund size2183.66 Cr · 76th percentile in category
Sharpe ratio0.62 · 67th percentile in category
Top holdings
1.ICICI Bank Ltd9.94%
2.Axis Bank Ltd7.14%
3.Cholamandalam Investment & Finance Company Ltd5.51%
4.PB Fintech Ltd4.95%
5.State Bank of India4.77%
34 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.