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Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Fund Details
Risk | Very High | - |
Rating | 3.0 | - |
Min SIP Amount | ₹500 | - |
Expense Ratio | 2.46 | - |
NAV | ₹49.78 | - |
Fund Started | 02 May 2012 | - |
Fund Size | ₹11.14 Cr | - |
Exit Load | Exit load of 1%, if redeemed within 365 days. | - |
Risk
Very High
-
Rating
3.0
-
Min SIP Amount
₹500
-
Expense Ratio
2.46
-
NAV
₹49.78
-
Fund Started
02 May 2012
-
Fund Size
₹11.14 Cr
-
Exit Load
Exit load of 1%, if redeemed within 365 days.
-
Returns
1 Year | 9.64% | - |
3 Year | 15.04% | - |
5 Year | 10.73% | - |
1 Year
9.64%
-
3 Year
15.04%
-
5 Year
10.73%
-
Holding Analysis
Equity | 98.56% | - |
Cash | 1.44% | - |
Equity
98.56%
-
Cash
1.44%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 20.90% |
ICICI Bank Ltd. | 19.76% |
State Bank of India | 12.48% |
Axis Bank Ltd. | 10.53% |
Kotak Mahindra Bank Ltd. | 8.37% |
Bajaj Holdings & Investment Ltd. | 3.25% |
CreditAccess Grameen Ltd. | 2.71% |
Computer Age Management Services Ltd. | 2.37% |
Indusind Bank Ltd. | 2.36% |
HDFC Life Insurance Co Ltd. | 2.35% |
-
Fund Manager
Name | Anuj Kapil | - |
Start Date | 07 Aug 2023 | - |
Name
Anuj Kapil
-
Start Date
07 Aug 2023
-
About Fund
Description | The scheme seeks to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form part of the BFSI Sector. | - |
Launch Date | 02 May 2012 | - |
Description
The scheme seeks to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form part of the BFSI Sector.
-
Launch Date
02 May 2012
-
