- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -0.6%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of DSP Banking & Financial Services Fund - Direct - Growth and its peers as on 27 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| DSP Banking & Financial Services Fund - Direct - Growth | -0.39% | -0.6% | 1.18% | -0.1% | -1.61% | 9.28% | - | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -7.1% | 0.32% | 0.07% | -3.19% | -2.56% | -6.47% | 10.35% | 14.32% | 15.08% | 14.98% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -5.48% | 0.35% | 1.77% | -0.62% | -3.3% | -1.16% | 11.72% | 11.19% | 12.27% | 12.69% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 10.97% | -0.1% | -0.29% | 9.23% | 7.02% | 12.45% | 26.8% | 16.8% | 23.66% | 14.43% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 4.66% | 0.53% | 2.22% | 1.89% | 5.78% | 5.31% | 21.49% | 20.51% | 18.7% | 16.71% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 4.62% | 0.33% | 2.01% | -3.23% | -4.28% | 12.5% | 32.13% | 25.63% | 19.56% | 16.62% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 18.13% | 23.11% |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -3.29% | -0.29% | 2.85% | 3.59% | 2.59% | 0.86% | -2.71% | 0.35% | -12.93% | 9.35% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | 8.55% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 97.30% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 2.70% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 9.57% |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 8.59% |
| Bajaj Finance Limited | BAJFINANCE (INE296A01032) | Finance | 5.23% |
| Kotak Mahindra Bank Limited | INE237A01036 | Banks | 5.17% |
| Multi Commodity Exchange of India Limited | INE745G01043 | Capital Markets | 5.14% |
| State Bank of India | SBIN (INE062A01020) | Banks | 4.93% |
| SBI Life Insurance Company Limited | SBILIFE (INE123W01016) | Insurance | 4.74% |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 4.37% |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 4.34% |
| Ujjivan Small Finance Bank Limited | UJJIVANSFB (INE551W01018) | Banks | 4.19% |
| Canara HSBC Life Insurance Company Limited | CANHLIFE (INE01TY01017) | Insurance | 4.07% |
| Aditya Birla Capital Limited | ABCAPITAL (INE674K01013) | Finance | 3.67% |
| PB Fintech Limited | POLICYBZR (INE417T01026) | Financial Technology (Fintech) | 3.63% |
| City Union Bank Limited | CUB (INE491A01021) | Banks | 3.15% |
| Max Financial Services Limited | MFSL (INE180A01020) | Insurance | 3.15% |
| Aadhar Housing Finance Limited | AADHARHFC (INE883F01010) | Finance | 2.99% |
| Cholamandalam Investment and Finance Company Limited | CHOLAFIN (INE121A01024) | Finance | 2.85% |
| Bank of Maharashtra | MAHABANK (INE457A01014) | Banks | 2.83% |
| Nippon Life India Asset Management Limited | NAM-INDIA (INE298J01013) | Capital Markets | 2.76% |
| PNB Housing Finance Limited | PNBHOUSING (INE572E01012) | Finance | 2.06% |
| Angel One Limited | INE732I01021 | Capital Markets | 1.90% |
| Bank of Baroda | BANKBARODA (INE028A01039) | Banks | 1.42% |
| Canara Robeco Asset Management Company Limited | CRAMC (INE218I01013) | Capital Markets | 1.37% |
| PRUDENT CORPORATE ADVISORY SERVICES Limited | PRUDENT (INE00F201020) | Capital Markets | 1.29% |
| Karur Vysya Bank Limited | KARURVYSYA (INE036D01028) | Banks | 1.13% |
| Tata Capital Limited | TATACAP (INE976I01016) | Finance | 0.98% |
| L&T Finance Limited | LTF (INE498L01015) | Finance | 0.76% |
| Seshaasai Technologies Limited | STYL (INE04VU01023) | Financial Technology (Fintech) | 0.52% |
| ICICI Prudential Asset Management Co Limited | INE346A01027 | Capital Markets | 0.38% |
| Zaggle Prepaid Ocean Services Limited | ZAGGLE (INE07K301024) | IT - Services | 0.09% |
| Bajaj Finserv Limited | BAJAJFINSV (INE918I01026) | Finance | 0.01% |
| ICICI Lombard General Insurance Company Limited | ICICIGI (INE765G01017) | Insurance | 0.01% |
| Life Insurance Corporation of India | LICI (INE0J1Y01017) | Insurance | 0.01% |
Debt
| Name | Rating | Weight % |
|---|
Portfolio data is as on date 31 March, 2026
NAV history
DSP Banking & Financial Services Fund - Direct - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 27 May, 2026 | 14.645 | -0.6% |
| 26 May, 2026 | 14.733 | -0.37% |
| 25 May, 2026 | 14.788 | 1.85% |
| 22 May, 2026 | 14.52 | 0.69% |
| 21 May, 2026 | 14.42 | -0.37% |
| 20 May, 2026 | 14.474 | 0.08% |
| 19 May, 2026 | 14.463 | 0.55% |
| 18 May, 2026 | 14.384 | -0.57% |
| 15 May, 2026 | 14.466 | 0% |
| 14 May, 2026 | 14.466 | 1.11% |
| 13 May, 2026 | 14.307 | 0.02% |
| 12 May, 2026 | 14.304 | -2.32% |
| 11 May, 2026 | 14.644 | -1.37% |
| 8 May, 2026 | 14.847 | -1.18% |
| 7 May, 2026 | 15.024 | 0.37% |
| 6 May, 2026 | 14.969 | 2.02% |
| 5 May, 2026 | 14.672 | 0.27% |
| 4 May, 2026 | 14.633 | 0.86% |
| 30 April, 2026 | 14.508 | -0.96% |
| 29 April, 2026 | 14.648 | 0.76% |
| 28 April, 2026 | 14.538 | -0.83% |
| 27 April, 2026 | 14.660 | 0.21% |
| 24 April, 2026 | 14.629 | -0.79% |
| 23 April, 2026 | 14.746 | -1.04% |
| 22 April, 2026 | 14.901 | -0.31% |
| 21 April, 2026 | 14.947 | 1.09% |
| 20 April, 2026 | 14.786 | 0.15% |
| 17 April, 2026 | 14.764 | 1.05% |
| 16 April, 2026 | 14.61 | 0.28% |
| 15 April, 2026 | 14.569 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of DSP Banking & Financial Services Fund - Direct - Growth?
The latest NAV of DSP Banking & Financial Services Fund - Direct - Growth is 14.645 as on 27 May, 2026.What are YTD (year to date) returns of DSP Banking & Financial Services Fund - Direct - Growth?
The YTD (year to date) returns of DSP Banking & Financial Services Fund - Direct - Growth are -0.39% as on 27 May, 2026.What are 1 year returns of DSP Banking & Financial Services Fund - Direct - Growth?
The 1 year returns of DSP Banking & Financial Services Fund - Direct - Growth are 9.28% as on 27 May, 2026.