SCHEME OVERVIEW

DSP Financial Services Sectoral Debt Fund - Regular Plan - Growth

Category: Debt: Sectoral - Financial Services
Launch Date: 29-08-2026
Asset Class: Fixed Income
Benchmark: Crisil Financial Services Short Term Debt Index A-II
Expense Ratio: 0.0% As on ()
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 0 Cr As on ()
Turn over:
NAV as on 04-09-2026

10.0322

0 (0.0389%)

CAGR Since Inception

0.28%

Crisil Financial Services Short Term Debt Index A-II 6.97%

PERFORMANCE of DSP Financial Services Sectoral Debt Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 03-09-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Financial Services Sectoral Debt Fund - Regular Plan - Growth - - - - 0.28
Benchmark - - - - -
Debt: Sectoral - Financial Services - - - - 0.28

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Karan Mundhra, Mr. Kunal Khudania, Ms. Shalini Vasanta

Investment Objective

The primary investment objective of the Scheme is to seek to generate income and capital appreciation by primarily investing in a portfolio of high quality debt and money market securities that are issued by entity/undertakings in Financial Services sector. There is no assurance or guarantee that the investment objective of the Scheme will be realized.

RETURNS CALCULATOR for DSP Financial Services Sectoral Debt Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of DSP Financial Services Sectoral Debt Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Financial Services Sectoral Debt Fund - Regular Plan - Growth - - - - - -
Debt: Sectoral - Financial Services - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP Financial Services Sectoral Debt Fund - Regular Plan - Growth 29-08-2026 0.0 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of DSP Financial Services Sectoral Debt Fund - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)