SBI BANKING AND FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH

NORMAL RISK
Equity
Equity: Sectoral-Banking
6M returns
17.36 %
Current NAV
37.30
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Min. SIP
5000
AUM
₹ 5861.2 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

HDFC Bank25.0 %
ICICI Bank17.7 %
Kotak Mahindra Bank9.5 %
Muthoot Finance5.2 %
State Bank of India5.0 %
Power Fin. Corp.4.5 %

Fund Manager

MJ
Mohit Jain
MA
Milind Agrawal
PK
Pradeep Kesavan

Fund Information

Launched
04 Mar 2015(9 years ago)
Expense ratio1.82%
Exit LoadExit load of 0.50% if redeemed within 30 days.
Benchmark index
NIFTY Financial Services TRI100%

Fund Objective

The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services.

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