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How To Open Lifetime Free Mutual Funds Investment Account

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Life Time Free Mutual Funds Investment Account

Updated on May 21, 2019 , 207 views

Welcome to the World of Fincash.com !!! First of all, we would like to thank you for choosing us as your Mutual Fund investment channel.

Are you a beginner? Are you a seasoned investor? Don’t worry, all your needs will be catered. Be Rest Assured as we are always there to guide you at every step whether related to investments, product selection, registration or any other query. So, let’s move ahead to have a better understanding of the features of the Life Time Free Mutual Funds Investment Account along with the registration process.

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Why Fincash.com Investment Account?

Fincash.com always believes in “Customer First” policy. We always ensure to provide top-notch customer service by keeping in mind the client’s requirements and how effectively it can be fulfilled. Our aim is to create value for your money so that you can achieve your goals within the timeframe. Some of the investor-friendly features of Fincash.com include:

  • User-friendly website so that you get maximum information in minimum clicks
  • Lifetime Active & Free Account where investors need not pay any money even if they don’t transact.
  • Easy Registration Process where people need not spend much time.
  • KYC Compliance which can be done within our framework through eKYC and is indeed helpful for first-timers.
  • Safety & Security are always on our priority where; we ensure that client’s data and all their transactions both are kept confidential.
  • Wide Range of Schemes which people can choose as per their requirements.
  • Customized Solutions of Fincash.com that helps investors to ease out their product selection process under the categories of ELSS, SIPs, and Tax Saving Scheme.

Registration Process for Fincash.com

Well, the registration process to open your Life Time Free Mutual Fund Investment Account is quite simple. To complete your registration, you require:

  • An active mobile number
  • PAN number
  • Aadhar Number
  • Scanned Copy/Image of personalized cancelled cheque, Bank statement, Front Page of Passbook
  • Scanned Copy/Image of your Signature

let us look at the registration process:

Step 1: Create Your Login

The First step begins with creating your login. To create your login id, first you need to visit the website of www.fincash.com and click on the SIGN UP button on the top right side of the screen After clicking on this button, you need to enter your email address and password. This login id will be used by you whenever while transacting. So, be sure that you give your correct and valid email address. You can even do social signup using Facebook or Gmail id. The image showing the login button tab and the login screen is shown below.

Step-1-Login

Step 2: Mobile Verification

After creating your login id, the next step deals with verification of mobile number. In other words, post creation of login id, the screen gets redirected to mobile number verification where people need to enter their mobile number. Upon entering the mobile number, they receive a One Time Password (OTP) through SMS which again needs to be entered on the screen. So, be careful that you enter your correct and active mobile number. Also, while entering the OTP, ensure that all the characters are entered correctly. The image for the second step is as follows.

Step-2-Mobile-Verification

Step 3: PAN MF KYC Status Check

The Third step ensures that, whether you are a KYC compliant investor or not. MF KYC or Know-Your-Customer is a one-time process that you need to complete before Investing money in Mutual Funds. The KYC Status is verified using your PAN. If You have already completed your KYC process, then you will get a pop up for the same and can proceed with the registration process. For those who have not completed your KYC process, the popup will be “Would you like to proceed with Aadhar eKYC?” In this, you have a choice whether to choose to go ahead with the eKYC procedure or not. The image given below shows the screen snapshot for PAN MF KYC status check.

Step-3-PAN-KYC-Verification

Step 4: Complete eKYC Formalities

As mentioned in the previous step, you have a choice to opt Aadhar based KYC i.e., eKYC. People can complete their eKYC process through their Aadhar number. However, using eKYC one can invest up to INR 50,000 only in a financial year. Once you click on "Yes" option for eKYC completion, then you will be redirected to a screen wherein; you need to enter your Aadhar number. After entering the Aadhar number, you will again get an OTP on your registered mobile number. You need to enter this OTP and fill-in the additional details form. The image for step showing the completion of eKYC process is as follows.

Step-4-eKYC-Verification

Step 5: Registration Form

This process needs to be completed by all individuals. For registration purposes, you need to fill in the form, that is spread out into 5 different tabs. These tabs include personal information, address details, bank account, FATCA details, and nominee. By filling all the tabs and uploading the relevant documents, you complete the complete KYC process and can invest up to any amount in Mutual Funds. After filling all the details, you need to click on the check box, to proceed to the next step. The image showing the various tabs of registration form along with the check box is as shown below.

Step-5-Registration

Step 6: Upload Documents

This is the final step in your registration process. If you have completed the KYC process, then you just need to upload:

  • Scanned copy/Image of your signature and
  • Scanned copy/Image of your personalized cheque.

However, if you have not completed the eKYC and you are not KYC compliant then along with the above-mentioned documents, you need to upload

  • Photograph
  • Scanned copy/Image of PAN card and
  • Scanned copy/Image of Address Proof

In case of upload documents, the display of the screen is given below as follows.

Step-6-Upload-Documents

Thus, we can see that the registration process is quite simple. Now the final part that is the customized solutions of Fincash.com. The USP of Fincash.com is its customized solutions that help in easing out the product selection process.

Fincash Solutions

These three solutions are for general investment need are :

SavingsPlus

This solution is suitable for people having idle money in their savings bank account and are looking for avenues to augment more income. savingsplus is a bundle of top three Liquid Fund schemes that offer more returns as compared to the Savings Account. Additionally, these funds are considered as a safe investment avenue. Some of the features of SavingsPlus are:

  • Higher returns
  • Instant redemption
  • No lock-in or exit load
  • Invest and redeem in a click

Checkout Saving Plus

SmartSIP

smartsip is a bundle of top three equity fund schemes that are considered to be stable and have earned good returns over a period of time. Its apt for people having long-term investment period. As the name suggests SIP, people can invest small amounts in this schemes to attain their objectives. The features of SmartSIP include:

  • Pre-selected top 3 SIP schemes
  • Schemes selected after an analysis of 20,000 schemes
  • Earn healthy returns

Checkout Smart SIP

TaxSaver

The third solution taxsaver is a bundle of two Equity Mutual Funds that give the advantages of investing and tax benefits. Through TaxSaver, people can claim a tax deduction up to INR 1,50,000 under Section 80C of Income Tax Act, 1961 for a particular Financial Year. Being Tax Saving Investments, they have a lock-in period of three years. Their features include:

  • Selected after analysis across ELSS category
  • Pre-selected top 2 best Equity Linked Saving Schemes(ELSS)
  • Save tax and earn healthy returns

Checkout Tax Saver

Best Mutual Funds to Start Investments

Below is the list of best mutual funds once can invest having Net Assets/ AUM above 500 Crore.

1. SBI Banking & Financial Services Fund

The 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. However, there can be no assurance that the investment objective of the Scheme will be realized.

SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Return for 2018 was 9.5% , 2017 was 40.7% and 2016 was 17% .

Below is the key information for SBI Banking & Financial Services Fund

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (23 May 19) ₹18.6736 ↓ -0.12   (-0.66 %)
Net Assets (Cr) ₹776 on 30 Apr 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 3.02
Sharpe Ratio 0.57
Information Ratio -0.09
Alpha Ratio -4.24
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 15₹9,542
30 Apr 16₹9,592
30 Apr 17₹13,299
30 Apr 18₹15,826
30 Apr 19₹18,133

SBI Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for SBI Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 May 19

DurationReturns
1 Month 5%
3 Month 14.5%
6 Month 19.5%
1 Year 18.9%
3 Year 24.4%
5 Year
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 9.5%
2017 40.7%
2016 17%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Sohini Andani26 Feb 154.18 Yr.

Data below for SBI Banking & Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services94.89%
Asset Allocation
Asset ClassValue
Cash5.11%
Equity94.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
20%₹144 Cr621,000
↑ 312,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
13%₹94 Cr2,355,814
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
9%₹68 Cr510,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
9%₹68 Cr870,000
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | ICICIPRULI
6%₹42 Cr1,200,000
↑ 1,200,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
6%₹40 Cr678,045
Net Receivable / Payable
CBLO | -
5%₹38 Cr
GRUH Finance Ltd (Financial Services)
Equity, Since 31 Jan 19 | 511288
5%₹37 Cr1,324,990
↓ -1,300,010
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
5%₹36 Cr1,115,000
↓ -945,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Mar 19 | 504973
5%₹35 Cr720,000
↑ 720,000

2. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks 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. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 19.4% since its launch.  Return for 2018 was -0.4% , 2017 was 45.1% and 2016 was 21.1% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (23 May 19) ₹67 ↓ -0.03   (-0.04 %)
Net Assets (Cr) ₹3,068 on 30 Apr 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.31
Information Ratio -0.13
Alpha Ratio -10.31
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 14₹10,000
30 Apr 15₹14,675
30 Apr 16₹14,175
30 Apr 17₹22,187
30 Apr 18₹24,492
30 Apr 19₹26,516

ICICI Prudential Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 May 19

DurationReturns
1 Month 3.3%
3 Month 15.7%
6 Month 16.9%
1 Year 13.8%
3 Year 24%
5 Year 17.4%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
2010 32.8%
2009 77.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 171.71 Yr.
Roshan Chutkey29 Jan 181.08 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services89.2%
Asset Allocation
Asset ClassValue
Cash14.13%
Equity85.82%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹414 Cr10,167,356
Treps
CBLO/Reverse Repo | -
10%₹308 Cr
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
9%₹276 Cr8,913,537
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹276 Cr1,189,734
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
6%₹191 Cr16,333,758
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
5%₹166 Cr220,497
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹129 Cr3,218,383
↓ -79,092
Net Current Assets
Net Current Assets | -
3%₹101 Cr
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹99 Cr1,662,779
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | LICHSGFIN
3%₹87 Cr1,745,821

3. Reliance Banking Fund

The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Reliance Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 23.5% since its launch.  Ranked 15 in Sectoral category.  Return for 2018 was -1.2% , 2017 was 44.1% and 2016 was 11.5% .

Below is the key information for Reliance Banking Fund

Reliance Banking Fund
Growth
Launch Date 26 May 03
NAV (23 May 19) ₹290.596 ↑ 1.31   (0.45 %)
Net Assets (Cr) ₹2,991 on 30 Apr 19
Category Equity - Sectoral
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.14
Information Ratio -0.35
Alpha Ratio -12.56
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 14₹10,000
30 Apr 15₹14,510
30 Apr 16₹13,588
30 Apr 17₹19,545
30 Apr 18₹22,156
30 Apr 19₹23,032

Reliance Banking Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Reliance Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 May 19

DurationReturns
1 Month 4.2%
3 Month 16%
6 Month 14.9%
1 Year 11.2%
3 Year 21.3%
5 Year 14.3%
10 Year
15 Year
Since launch 23.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
2014 64.9%
2013 -10.4%
2012 60.5%
2011 -32%
2010 46.1%
2009 82.9%
Fund Manager information for Reliance Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 180.81 Yr.
Kinjal Desai25 May 180.69 Yr.

Data below for Reliance Banking Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services93.82%
Asset Allocation
Asset ClassValue
Cash5.98%
Equity93.82%
Other0.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
16%₹474 Cr11,637,130
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
11%₹342 Cr1,475,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
11%₹326 Cr10,530,830
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
8%₹248 Cr3,239,300
Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 532134
7%₹211 Cr18,112,608
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532978
6%₹192 Cr255,459
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
5%₹152 Cr16,422,030
Canara Bank (Financial Services)
Equity, Since 30 Jun 18 | 532483
5%₹144 Cr5,529,212
↑ 1,700,000
ICICI BANK LIMITED
Certificate of Deposit | -
4%₹114 Cr11,500
↑ 11,500
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 30 Sep 17 | BHARATFIN
4%₹106 Cr1,047,218

4. Mirae Asset Tax Saver Fund

The investment objective of the scheme is to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns.

Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Return for 2018 was -2.3% , 2017 was 47.9% and 2016 was 14.8% .

Below is the key information for Mirae Asset Tax Saver Fund

Mirae Asset Tax Saver Fund
Growth
Launch Date 28 Dec 15
NAV (23 May 19) ₹17.467 ↓ -0.06   (-0.32 %)
Net Assets (Cr) ₹1,949 on 30 Apr 19
Category Equity - ELSS
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.45
Sharpe Ratio 0.26
Information Ratio 1.54
Alpha Ratio 1.16
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 16₹9,961
30 Apr 17₹13,931
30 Apr 18₹16,578
30 Apr 19₹17,627

Mirae Asset Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Mirae Asset Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 May 19

DurationReturns
1 Month -0.2%
3 Month 7.3%
6 Month 8%
1 Year 9.7%
3 Year 20.6%
5 Year
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.3%
2017 47.9%
2016 14.8%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Mirae Asset Tax Saver Fund
NameSinceTenure
Neelesh Surana28 Dec 153.26 Yr.

Data below for Mirae Asset Tax Saver Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services35.09%
Consumer Cyclical13.08%
Technology10.6%
Consumer Defensive8.27%
Industrials8.17%
Basic Materials7.04%
Energy6.5%
Health Care6.24%
Utility3.06%
Asset Allocation
Asset ClassValue
Cash1.94%
Equity98.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
9%₹172 Cr740,438
↑ 125,120
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹115 Cr2,832,209
↑ 408,643
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE
5%₹90 Cr647,376
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532215
4%₹77 Cr1,001,193
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
4%₹73 Cr972,437
↑ 172,657
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS
4%₹72 Cr316,975
↑ 30,155
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 16 | LT
4%₹70 Cr515,581
↑ 26,526
State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN
3%₹60 Cr1,946,527
↑ 170,170
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | KOTAKBANK
3%₹55 Cr399,040
↑ 64,704
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | MARUTI
3%₹55 Cr82,145
↑ 10,384

5. Aditya Birla Sun Life Banking And Financial Services Fund

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.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 22.3% since its launch.  Ranked 3 in Sectoral category.  Return for 2018 was -2.4% , 2017 was 47.6% and 2016 was 15.7% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (23 May 19) ₹29.86 ↑ 0.08   (0.27 %)
Net Assets (Cr) ₹1,741 on 30 Apr 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.64
Sharpe Ratio 0.07
Information Ratio -0.5
Alpha Ratio -18.45
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 14₹10,000
30 Apr 15₹14,386
30 Apr 16₹14,974
30 Apr 17₹21,658
30 Apr 18₹25,026
30 Apr 19₹25,474

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 May 19

DurationReturns
1 Month 3.6%
3 Month 15%
6 Month 15.6%
1 Year 7.9%
3 Year 20%
5 Year 16.6%
10 Year
15 Year
Since launch 22.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
2010
2009
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Satyabrata Mohanty14 Dec 135.13 Yr.
Dhaval Gala26 Aug 153.44 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash1.83%
Equity97.64%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
17%₹295 Cr1,271,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
13%₹231 Cr5,670,190
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
9%₹149 Cr4,798,080
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
8%₹139 Cr2,313,900
↓ -5,600
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹121 Cr1,574,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹97 Cr312,931
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
5%₹90 Cr650,000
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 14 | BHARATFIN
5%₹84 Cr832,607
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Aug 16 | 533519
4%₹74 Cr5,663,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
3%₹57 Cr2,668,828
↓ -177,000

So, do you want to be a smart investor and make money? Register and invest with Fincash.com and create wealth for your future.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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