Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

EquitySector Specific - Banks & Financial Services
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return21.1%
  • 3 yr return31.7%
  • 5 yr return8.8%
  • Expense Ratio2.02%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees2524.4
  • NAVRupees42.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Primary Investment Objective Of The Scheme Is To Generate Long-Term Capital Appreciation To Unitholders From A Portfolio That Is Invested Predominantly In Equity And Equity Related Securities Of Companies Engaged In Banking And Financial Services.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Limited 16.4
  • HDFC Bank Limited 11.1
  • Axis Bank Limited 8
  • State Bank of India 7.2
  • Bajaj Finance Limited 5.2
  • Bank of Baroda 4.5
  • Poonawalla Fincorp Limited 4.3
  • Housing Development Finance Corporation Limited 3.5
  • Kotak Mahindra Bank Limited 2.9
  • SBI Life Insurance Company Limited 2.5
  • Bandhan Bank Limited 2.5
  • Sectors %
  • Banks62.4
  • Finance28
  • Insurance5.5
  • Mutual Fund2.5
  • Cash/Deposits/Margins/Treps/Repo/Swaps1.4

Fund House