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Aditya Birla Sun Life Banking & Financial Services Regular Growth

Returns (5yrs)
1.93 %
Latest NAV
18.21

Investment Calculator

  • Tenure
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Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 28th of May, 08:53 AM

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.

Fund Managers

  • profile-pic
    Dhaval Gala
    profile-pic
    Satyabrata Mohanty
  • expense-ratio
    Expense Ratio
    0.84
    benchmark
    Benchmark
    IISL Nifty Financial Services TR INR
  • Aum image
    AUM
    ₹ 1350.68 Crores
    ISIN
    ISIN
    INF209K011W7
  • Category Risk:

    High Risk

Holding Information

as on 28th of May, 08:53 AM

Top Holding

Icici Bank Ltd
13%
Hdfc Bank Ltd
12%
Icici Lombard General Insurance Co Ltd
9%
Kotak Mahindra Bank Ltd
7%
Bajaj Finance Ltd
7%

Top Sectors

Financial Services
93%

Allocation

Equity
94%
Others
6%
Debt
0%

Investment Return Calculator

as on 28th of May, 08:53 AM
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  • Savings Bank
  • Fixed Deposit
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  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 28th of May, 08:53 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Aditya Birla Sun Life Banking & Financial Services Regular Growth is a Sectoral / Thematic - BFSI EQUITY fund and has delivered an annualised return of -41.13% over a period of 1 year. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers names are Dhaval Gala, Satyabrata Mohanty. The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved. The fund charges 0.84000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.