Aditya Birla Sun Life Banking And Financial Services Fund - Regular Plan - Growth

NORMAL RISK
Equity
Equity: Sectoral-Banking
6M returns
-8.43 %
Current NAV
54.02
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Min. SIP
1000
AUM
₹ 3010.6 Cr

Return Calculator

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

Investment distribution

ICICI Bank20.0 %
HDFC Bank19.2 %
Bajaj Finance6.6 %
Axis Bank6.5 %
State Bank of India5.4 %
Cholamandalam Financial3.6 %

Fund Manager

DG
Dhaval Gala
DJ
Dhaval Joshi

Fund Information

Launched
28 Nov 2013(11 years ago)
Expense ratio2.01%
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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