Overview (as on 24 Sep 2020)

NAV

₹21.14

1y returns

-27.479%

Fund AUM

₹1,573 Cr

Expense Ratio

2.36%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
100.00%
Size Breakup
Large Cap
86.87%
Mid Cap
8.61%
Small Cap
4.52%

Key Metrics

Beta 

1.1

Std deviation 

27.43%

Sharpe Ratio 

0.21

Top 10 Holdings

Fund Details

Investment Objectives
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 schemesu2019 objectives will be achieved.
Scheme Name
Aditya Birla Sun Life Banking & Financial Services Regular Growth
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
14 December, 2013
Fund Manager
Dhaval Gala
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
NA
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

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NAV

₹21.14

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Dhaval Gala
Dhaval Gala

Manager

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