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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 | 2.49 | - |
NAV | ₹49.18 | - |
Fund Started | 02 May 2012 | - |
Fund Size | ₹11.09 Cr | - |
Exit Load | Exit load of 1%, if redeemed within 365 days. | - |
Risk
Very High
-
Rating
3.0
-
Min SIP Amount
₹500
-
Expense Ratio
2.49
-
NAV
₹49.18
-
Fund Started
02 May 2012
-
Fund Size
₹11.09 Cr
-
Exit Load
Exit load of 1%, if redeemed within 365 days.
-
Returns
1 Year | 18.58% | - |
3 Year | 11.21% | - |
5 Year | 11.64% | - |
1 Year
18.58%
-
3 Year
11.21%
-
5 Year
11.64%
-
Holding Analysis
Equity | 96.68% | - |
Cash | 3.32% | - |
Equity
96.68%
-
Cash
3.32%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 20.26% |
ICICI Bank Ltd. | 19.71% |
State Bank of India | 12.25% |
Axis Bank Ltd. | 10.78% |
Kotak Mahindra Bank Ltd. | 8.23% |
Bajaj Holdings & Investment Ltd. | 3.20% |
CreditAccess Grameen Ltd. | 2.97% |
HDFC Life Insurance Co Ltd. | 2.58% |
Indusind Bank Ltd. | 2.51% |
Prudent Corporate Advisory Services Ltd. | 2.38% |
-
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
-
