ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH

NORMAL RISK
Equity
Equity: Sectoral-Banking
6M returns
13.46 %
Current NAV
55.81
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Min. SIP
1000
AUM
₹ 3278.3 Cr

Return Calculator

Amount per month1,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
12,000

Investment distribution

ICICI Bank18.3 %
HDFC Bank17.7 %
Axis Bank7.8 %
State Bank of India6.1 %
Bajaj Finance5.1 %
Shriram Finance3.8 %

Fund Manager

DG
Dhaval Gala
DJ
Dhaval Joshi

Fund Information

Launched
28 Nov 2013(10 years ago)
Expense ratio1.97%
Exit LoadExit load of 1% if redeemed within 30 days.
Benchmark index
NIFTY Financial Services TRI100%

Fund Objective

The scheme aims to maximize long term capital appreciation by investing primarily in equity & equity related securities of companies engaged in banking & financial services. The scheme would invest in banks as well as NBFC's, insurance companies, rating agencies, broking companies, etc.

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