74
Banking & FinancialBuy
DSP BankIng & FInancial Services
DSP · Direct–Growth · rank #3 of 31 by Smart Score
Data updated
Trailing returns
1 Year
18.7%
+11.8% vs index
3 Years
—
5 Years
—
Since launch
17.5%
Year-by-year performance
2024
+17.4%+11.5% vs index
2025
+23.6%+5.8% vs index
2026
+6.5%+10.1% vs index
Why this score
DSP BankIng & FInancial Services scores 74/100 — #3 of 31 Banking & Financial fund (Buy). It stands out for expense ratio and sharpe ratio — beating 93% 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 ratio0.83% · 93rd percentile in category
Sharpe ratio0.66 · 81st percentile in category
Volatility16.74 · 15th percentile in category
Alpha8.35 · 90th percentile in category
Sortino ratio0.94 · 85th percentile in category
1Y return18.66% · 94th percentile in category
Top holdings
1.ICICI Bank Ltd10.3%
2.Axis Bank Ltd7.09%
3.Cholamandalam Investment & Finance Company Ltd5.76%
4.Bajaj Finance Ltd5.03%
5.State Bank of India4.85%
35 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.