Category: Equity: Sectoral-Banking and Financial Services |
Launch Date: 06-12-2021 |
Asset Class: |
Benchmark: NIFTY Financial Services TRI |
TER: 2.34% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 269.28 Cr As on 31-07-2024(Source:AMFI) |
Turn over: 191% | Exit Load: Exit load of 1% if redeemed within 12 months. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | - |
Average Maturity | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
15.89%
Others
2.28%
Large Cap
65.33%
Mid Cap
16.5%