DSP Banking & PSU Debt Fund - Regular Plan - IDCW - Daily Reinvest

Fund House: DSP Mutual Fund

Category: Debt: Banking and PSU

Status: Open Ended Schemes

Launch Date: 14-09-2013

Minimum Investment: 100.0

Asset Class: Fixed Income

Minimum Topup: 100.0

Benchmark: Nifty Banking & PSU Debt Index A-II

Total Assets: 4155.54 As on (28-11-2025)

Expense Ratio: 0.6% As on (28-11-2025)

Turn over: 81.00% | Exit Load: Nil

NAV as on 11-12-2025

10.1591

0.0033

CAGR Since Inception

6.36%

Nifty Banking & PSU Debt Index A-II 7.22%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Banking & PSU Debt Fund - Regular Plan - IDCW - Daily Reinvest 6.61 7.37 5.66 6.13 6.36
Benchmark - - - - -
Debt: Banking and PSU 7.29 7.27 5.76 7.1 7.07

Funds Manager

Mr. Shantanu Godambe, Mr. Sandeep Yadav

RETURNS CALCULATORS for DSP Banking & PSU Debt Fund - Regular Plan - IDCW - Daily Reinvest

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of DSP Banking & PSU Debt Fund - Regular Plan - IDCW - Daily Reinvest

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of DSP Banking & PSU Debt Fund - Regular Plan - IDCW - Daily Reinvest

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
DSP Banking & PSU Debt Reg Daily IDCW Reinv 14-09-2013 6.61 7.83 7.37 5.66 6.13
Franklin India Banking & PSU Debt Gr 05-04-2014 7.76 7.84 7.43 5.82 7.22
UTI Banking & PSU Fund Reg Gr 05-01-2014 7.72 7.85 7.32 6.98 6.75
Kotak Banking and PSU Debt Gr 29-12-1998 7.64 7.98 7.48 6.01 7.4
HSBC Banking and PSU Debt Fund Reg Gr 01-01-2013 7.6 7.53 7.07 5.16 6.76
ICICI Pru Banking and PSU Debt Gr 01-01-2010 7.59 7.79 7.57 6.24 7.44
SBI Banking & PSU Fund Reg Gr 09-10-2009 7.51 7.76 7.28 5.43 6.93
Axis Banking & PSU Debt Reg Gr 01-06-2012 7.49 7.67 7.17 5.73 7.19
Sundaram Banking and PSU Reg Gr 30-12-2004 7.49 7.92 7.45 5.62 6.61
HDFC Banking and PSU Debt Reg Gr 03-03-2014 7.39 7.79 7.38 5.83 7.27

Asset Allocation (%)

Key Performance and Risk Statistics of DSP Banking & PSU Debt Fund - Regular Plan - IDCW - Daily Reinvest

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Banking & PSU Debt Fund - Regular Plan - IDCW - Daily Reinvest 1.2 -0.25 4.17 2.23 6.83 8.02
Debt: Banking and PSU - - - - - -