DSP Financial Services Sectoral Debt Fund
DSP Financial Services Sectoral Debt Fund is a sectoral debt fund fund of DSP Asset Managers Private Limited with ₹787 cr under management. Its direct plan charges 0.28% a year. Karan Mundhra has managed it for 0.1 years.
Has DSP Financial Services Sectoral Debt Fund beaten its benchmark?
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | +0.23% | −3.60% | — |
| 3 months | — | −5.03% | — |
| 6 months | — | −1.83% | — |
| 1 year | — | −4.06% | — |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 28 Aug 2026 | — | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | — | — | — | — | — |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Aug 2026 to 13 Oct 2026₹100 put in at the start of Aug 2026 would be ₹101 on 13 Oct 2026, against ₹94 in the Nifty 500 TRI.
What does DSP Financial Services Sectoral Debt Fund cost?
0.28% a year on the direct plan, 0.45% on the regular plan; 0 of 21 funds in its category charge less.
Who manages DSP Financial Services Sectoral Debt Fund?
Karan Mundhra, since 27 Aug 2026; Kunal Khudania, since 27 Aug 2026; Shalini Vasanta, since 27 Aug 2026.
What does DSP Financial Services Sectoral Debt Fund hold?
23 holdings as of 30 Sep 2026; the ten largest are 66.2% of the fund, the largest Bharti Telecom Limited** at 8.5%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundHow does DSP Financial Services Sectoral Debt Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is DSP Financial Services Sectoral Debt Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages DSP Financial Services Sectoral Debt Fund?
Karan Mundhra (Primary) since 27 Aug 2026; Kunal Khudania (Comanage) since 27 Aug 2026; Shalini Vasanta (Comanage) since 27 Aug 2026.
What is the expense ratio of DSP Financial Services Sectoral Debt Fund?
0.28% a year on the direct plan and 0.45% on the regular plan (expense report, Oct 2026).
See DSP Financial Services Sectoral Debt Fund beside your own funds in Valarth
