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DSP Banking & Financial Services Fund - Direct - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
34
Aug 2026
Equity Holdings
₹2,158.28 Cr
Equity only, excl. debt & cash
AAUM
₹1,849.35 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
32.3%
Moderate
Top 10 Weight
54.3%
Moderate
Changes
31
0 new · 1 exits
Top Sector
Banks
47.0% of portfolio
Launch Date
20 Nov 2023
3 years old

AAUM (Average Assets Under Management) of ₹1,849.35 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month DSP Banking & Financial Services Fund exited 1 stock from its portfolio this month. Tata Capital Limited was the biggest exit (Finance), which was held at 0.87%. Among existing holdings, PB Fintech Limited saw the biggest increase — now at 4.95% of the portfolio. Bajaj Finance Limited was trimmed the most, now at 4.44%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 47.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 47.4% 46.7% -0.6%
Finance 25.1% 25.3% +0.1%
Insurance 11.2% 12.4% +1.2%
Capital Markets 9.2% 8.9% -0.3%
Financial Technology (Fintech) 4.6% 4.8% +0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 46.7% 47.0% +0.3%
Finance 25.3% 24.2% -1.1%
Insurance 12.4% 12.3% -0.1%
Capital Markets 8.9% 9.8% +0.9%
Financial Technology (Fintech) 4.8% 5.6% +0.8%
🔴
Biggest Exit
Tata Capital Limited
0.87% was held · Finance
Biggest Add
PB Fintech Limited
+0.76% · now 4.95%
Biggest Trim
Bajaj Finance Limited
-0.59% · now 4.44%
👋 Other funds also exited
Tata Capital Limited 15 funds
Tata Capital Limited
Canara Robeco Value Fund - Direct Plan - Growth Option
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth
Kotak Nifty 100 Equal Weight ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🔴 1 Exit ↑ 18 Increased ↓ 12 Decreased
#StockSectorLast Weight (Jul 2026)
1
Tata Capital Limited
₹18.14 Cr
Finance 0.87%
#StockSectorJul 2026Aug 2026Change
1
PB Fintech Limited
₹108.03 Cr
Financial Technology (Fintech) 4.19% 4.95% +0.76%
2
Bank of Maharashtra
₹52.78 Cr
Banks 1.69% 2.42% +0.73%
3
Aadhar Housing Finance Limited
₹72.87 Cr
Finance 2.74% 3.34% +0.60%
4
Multi Commodity Exchange of India Limited
₹71.51 Cr
Capital Markets 2.72% 3.27% +0.55%
5
Bank of India
₹32.29 Cr
Banks 1.12% 1.48% +0.36%
6
Aditya Birla Sun Life AMC Limited
₹32.51 Cr
Capital Markets 1.18% 1.49% +0.31%
7
BSE Limited
₹30.58 Cr
Capital Markets 1.15% 1.40% +0.25%
8
Life Insurance Corporation Of India
₹5.56 Cr
Insurance 0.00% 0.25% +0.25%
9
City Union Bank Limited
₹81.82 Cr
Banks 3.54% 3.75% +0.21%
10
Union Bank of India
₹55.15 Cr
Banks 2.41% 2.53% +0.12%
#StockSectorJul 2026Aug 2026Change
1
Bajaj Finance Limited
₹96.92 Cr
Finance 5.03% 4.44% -0.59%
2
SBI Life Insurance Company Limited
₹80.85 Cr
Insurance 4.20% 3.70% -0.50%
3
HDFC Bank Limited
₹82.19 Cr
Banks 4.17% 3.76% -0.41%
4
Ujjivan Small Finance Bank Limited
₹91.66 Cr
Banks 4.57% 4.20% -0.37%
5
ICICI Bank Limited
₹217.11 Cr
Banks 10.30% 9.94% -0.36%
6
Nippon Life India Asset Management Limited
₹21.50 Cr
Capital Markets 1.24% 0.98% -0.26%
7
Cholamandalam Investment and Finance Company Ltd
₹120.40 Cr
Finance 5.76% 5.51% -0.25%
8
Aditya Birla Capital Limited
₹79.32 Cr
Finance 3.76% 3.63% -0.13%
9
Karur Vysya Bank Limited
₹58.33 Cr
Banks 2.76% 2.67% -0.09%
10
State Bank of India
₹104.10 Cr
Banks 4.85% 4.77% -0.08%

What Stocks Does This Fund Hold?

34 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹217.11 Cr
Banks
9.94%
2
₹156.02 Cr
Banks
7.14%
3
₹120.40 Cr
Finance
5.51%
4
₹108.03 Cr
Financial Technology (Fintech)
4.95%
5
₹104.10 Cr
Banks
4.77%
6
₹102.66 Cr
Finance
4.70%
7
₹96.92 Cr
Finance
4.44%
8
₹94.76 Cr
Banks
4.34%
9
₹92.94 Cr
Insurance
4.26%
10
₹91.66 Cr
Banks
4.20%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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