Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Sectoral-Banking and Financial Services |
| Launch Date: 01-12-2013 |
| Asset Class: Equity |
| Benchmark: Nifty Financial Services TRI |
| TER: 1.99% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,177.63 Cr As on (30-04-2024) |
| Turn over: 44% | Exit Load: Exit load of 1% if redeemed within 30 days. |
51.11
0.2 (0.3913%)
17.12%
Benchmark: 17.4%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 7 Months
7 Years 10 Months
10 Years 0 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment 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 companie, etc.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.45 |
| Sharpe Ratio | 0.65 |
| Alpha | 2.52 |
| Beta | 0.87 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.59%
Others
1.23%
Large Cap
65.5%
Mid Cap
16.67%
