Aditya Birla Sun Life Banking And Financial Services Fund
Growth
NAV
Net Assets(AUM)
₹2,124 Cr
Inception Date14 Dec 2013
CategoryEquity Sectoral
TypeOpen Ended Fund
BenchmarkSectoral Peer Index
Category Rank3 rd in Sectoral Equity
  
Min Investment Amount₹1,000
Min SIP Investment₹1,000
Alpha-2.2
Expense Ratio2.3%
Sharpe Ratio-0.3
Information Ratio-0.5
Exit Load0-365 Days (1%),365 Days and above(NIL)

Note: Data shown as on : 31 May 2022

Return (Compounded Annualised)

1 Year3 Year5 YearSince Inception
-8.3%3.5%5.8%15.2%

Past Return (Absolute)

20212020201920182017
16.8%1.1%14.9%-2.4%47.6%
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Investors understand that their principal will be at High risk

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
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