- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare Mutual Funds
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Select a Mutual Fund
Fund Details
Risk | Very High | - |
Rating | 2.0 | - |
Min SIP Amount | ₹100 | - |
Expense Ratio | 2 | - |
NAV | ₹53.25 | - |
Fund Started | 25 Nov 2013 | - |
Fund Size | ₹3101.32 Cr | - |
Exit Load | Exit load of 1% if redeemed within 30 days. | - |
Risk
Very High
-
Rating
2.0
-
Min SIP Amount
₹100
-
Expense Ratio
2
-
NAV
₹53.25
-
Fund Started
25 Nov 2013
-
Fund Size
₹3101.32 Cr
-
Exit Load
Exit load of 1% if redeemed within 30 days.
-
Returns
1 Year | 6.44% | - |
3 Year | 10.52% | - |
5 Year | 11.23% | - |
1 Year
6.44%
-
3 Year
10.52%
-
5 Year
11.23%
-
Holding Analysis
Equity | 97.93% | - |
Cash | 2.07% | - |
Equity
97.93%
-
Cash
2.07%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 20.17% |
HDFC Bank Ltd. | 18.28% |
Axis Bank Ltd. | 6.13% |
Bajaj Finance Ltd. | 5.94% |
State Bank of India | 5.86% |
Cholamandalam Financial Holdings Ltd. | 3.27% |
Kotak Mahindra Bank Ltd. | 2.88% |
Shriram Finance Ltd | 2.77% |
AU Small Finance Bank Ltd. | 2.54% |
Repco Home Finance Ltd. | 2.45% |
-
Fund Manager
Name | Dhaval Joshi | - |
Start Date | 21 Nov 2022 | - |
Name
Dhaval Joshi
-
Start Date
21 Nov 2022
-
About Fund
Description | 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 companies, etc. | - |
Launch Date | 25 Nov 2013 | - |
Description
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 companies, etc.
-
Launch Date
25 Nov 2013
-
