• 1 Year Returns: 11.00%

• Private Banks | 27.87%
• Specialized Finance | 21.57%
• Investment Banking & Brokerage | 16.54%
• Insurance | 9.30%
• Public Banks | 6.82%

• ICICI Bank Ltd | 15.76%
• Bajaj Finserv Ltd | 9.98%
• Axis Bank Ltd | 7.26%
• State Bank of India | 6.82%
• Cholamandalam Investment and Finance Company Ltd | 6.68%

• Equity | 92.72%
• Cash & Equivalents | 7.28%

The alpha ratio for the DSP Banking & Financial Services Fund(IDCW) is 3.76

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the DSP Banking & Financial Services Fund(IDCW) is 16.24

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the DSP Banking & Financial Services Fund(IDCW) is 1.01

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the DSP Banking & Financial Services Fund(IDCW) is 0.12

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.