72
Banking & FinancialBuy
DSP BankIng & FInancial Services
DSP · Direct–Growth · rank #3 of 31 by Smart Score
Data updated
Trailing returns
1 Year
3.9%
+6.3% vs index
3 Years
—
5 Years
—
Since launch
14.3%
Year-by-year performance
2024
+17.4%+11.5% vs index
2025
+23.6%+5.8% vs index
2026
+0.2%+6.1% vs index
Why this score
DSP BankIng & FInancial Services scores 72/100 — #3 of 31 Banking & Financial fund (Buy). It stands out for expense ratio and sharpe ratio — beating 92% of peers on expense ratio. The main drag is its volatility (better than only 19% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Expense ratio0.81% · 92nd percentile in category
Sharpe ratio0.46 · 77th percentile in category
Volatility16.85 · 19th percentile in category
Alpha6.28 · 85th percentile in category
Sortino ratio0.65 · 85th percentile in category
Fund size2034.26 Cr · 76th percentile in category
Top holdings
1.ICICI Bank Ltd9.7%
2.HDFC Bank Ltd6.07%
3.Axis Bank Ltd5.7%
4.Cholamandalam Investment & Finance Company Ltd5.16%
5.State Bank of India4.63%
35 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.