- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -0.21%
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 28 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| DSP Banking & Financial Services Fund - Direct - Growth | 3.99% | -0.21% | -1.35% | 0.51% | 5.17% | 13.71% | - | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -5.08% | -0.18% | 0.02% | 1.4% | -0.48% | -4.23% | 7.93% | 14.09% | 16.58% | 14% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -3.34% | 0.2% | -0.75% | 0.23% | 2.55% | 1.78% | 10.23% | 10.49% | 13.4% | 12.03% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 20.9% | 0.01% | -0.52% | 4.64% | 16.11% | 16.21% | 23.8% | 18.34% | 25.76% | 14.63% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 2.57% | -0.62% | -2.13% | -1.38% | -0.52% | 5.54% | 16.41% | 18.11% | 19.75% | 15.23% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 0.53% | -0.88% | -1.71% | -1.85% | -6.68% | 9.17% | 23.84% | 24.3% | 20% | 14.69% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 18.13% | 23.11% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 2.85% | 3.59% | 2.59% | 0.86% | -2.71% | 0.35% | -12.93% | 9.35% | -2.03% | 7.28% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | 10.29% |
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 | KOTAKBANK (INE237A01036) | Banks | 5.17% |
| Multi Commodity Exchange of India Limited | MCX (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 | ANGELONE (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 | ICICIAMC (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 |
|---|---|---|
| 28 July, 2026 | 15.2890 | -0.21% |
| 27 July, 2026 | 15.3210 | 0.88% |
| 24 July, 2026 | 15.1870 | -0.07% |
| 23 July, 2026 | 15.1970 | -0.65% |
| 22 July, 2026 | 15.2960 | -1.3% |
| 21 July, 2026 | 15.4980 | 0.47% |
| 20 July, 2026 | 15.4260 | -0.5% |
| 17 July, 2026 | 15.5040 | 0.72% |
| 16 July, 2026 | 15.3930 | -0.72% |
| 15 July, 2026 | 15.5040 | 0.89% |
| 14 July, 2026 | 15.3670 | -1.32% |
| 13 July, 2026 | 15.5720 | 0.48% |
| 10 July, 2026 | 15.4980 | 1.63% |
| 9 July, 2026 | 15.2500 | 1.21% |
| 8 July, 2026 | 15.0670 | -2.77% |
| 7 July, 2026 | 15.4960 | 0.2% |
| 6 July, 2026 | 15.4650 | 0.32% |
| 3 July, 2026 | 15.4160 | -0.54% |
| 2 July, 2026 | 15.4990 | 0.28% |
| 1 July, 2026 | 15.4550 | 1.35% |
| 30 June, 2026 | 15.249 | 0.11% |
| 29 June, 2026 | 15.233 | 0.14% |
| 25 June, 2026 | 15.211 | -0.29% |
| 24 June, 2026 | 15.255 | 1.34% |
| 23 June, 2026 | 15.054 | -0.75% |
| 22 June, 2026 | 15.167 | 0.59% |
| 19 June, 2026 | 15.078 | 0.07% |
| 18 June, 2026 | 15.067 | 0.55% |
| 17 June, 2026 | 14.985 | -0.03% |
| 16 June, 2026 | 14.989 |
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 15.2890 as on 28 July, 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 3.99% as on 28 July, 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 13.71% as on 28 July, 2026.