HomeMutual FundsAditya Birla Sun Life Banking & Financial Services Regular Growth

Overview (as on 02 Aug 2021)

NAV

₹36.76

1y returns

64.917%

Fund AUM

₹2,031 Cr

Expense Ratio

2.29%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Aditya Birla Sun Life Banking & Financial Services Regular Growth
₹0
-Infinity% projected returns
ICICI Prudential Banking and Financial Services Fund Growth
₹0
-Infinity% projected returns
Nippon India Banking & Financial Services Fund Growth
₹0
-Infinity% projected returns
SBI Banking & Financial Services Regular Growth
₹0
-Infinity% projected returns
Tata Banking & Financial Services Fund Regular Growth
₹0
-Infinity% projected returns
UTI Banking and Financial Services Fund Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (98.03%)
Debt & Cash (1.97%)
Sector Allocation
Financial Services
100.00%
Size Breakup
Large Cap
80.22%
Mid Cap
12.76%
Small Cap
7.02%

Key Metrics

Beta 

1.12

Std deviation 

29.29%

Sharpe Ratio 

0.34

Holdings

All
Equity
Debt & Cash

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 schemes’ objectives will be achieved.
Scheme Name
Aditya Birla Sun Life Banking & Financial Services Regular Growth
Scheme Document
Click Here
Exit Load

For 0 - 30 Days: 1%

After 30 Days : 0%

Plan Started
14 December, 2013
Fund Manager
Satyabrata Mohanty
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
connect@birlasunlife.com
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

Peer Funds

ICICI Prudential Banking and Financial Services Fund Growth  

EquitySector - Financial ServicesRegularVery High Risk

1 yr returns

67.00%

AUM

₹4,677 Cr

Expense Ratio

1.94%

Nippon India Banking & Financial Services Fund Growth  

EquitySector - Financial ServicesRegularVery High Risk

1 yr returns

78.10%

AUM

₹3,012 Cr

Expense Ratio

2.15%

SBI Banking & Financial Services Regular Growth  

EquitySector - Financial ServicesRegularVery High Risk

1 yr returns

56.56%

AUM

₹2,704 Cr

Expense Ratio

2.11%

Tata Banking & Financial Services Fund Regular Growth  

EquitySector - Financial ServicesRegularVery High Risk

1 yr returns

50.69%

AUM

₹743 Cr

Expense Ratio

2.5%

UTI Banking and Financial Services Fund Growth  

EquitySector - Financial ServicesRegularVery High Risk

1 yr returns

59.97%

AUM

₹712 Cr

Expense Ratio

2.68%

Aditya Birla Sun Life Banking & Financial Servi...

NAV

₹36.76

INDmoney Analysis

    warning

    Fund is in Top 50 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 Managers

Satyabrata Mohanty
Satyabrata Mohanty

leader

Qualifications
B.Com,C.A., CFA
Work Experience
"Over 12 years of experience in Finance and Research. Previously worked in Aditya Birla Management Corporation Ltd"
Dhaval Gala
Dhaval Gala

leader

Work Experience
"null"
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