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Asset Size:1969Cr
Expense Ratio:1.17%
Fund Manager(s):Satyabrata Mohanty,Dhaval Gala,
5year Returns:12.29%

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Aditya Birla Sun Life Banking & Financial Services Regular Growth

Aditya Birla Sun Life       

Equity
Sector - Financial Services

Nav : 30.42 ( -0.10%) February 25th, 2020

People currently viewing this : 1

Rank (of 245)

55

Annualized Returns(5 yrs)

12.29%

Investment Horizon

>5 Yr

Doubled Money

6yrs 0m

Returns since December 14th, 2013

19.66%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

76.1L

Projected Maturity Amount

1.3Cr

Aditya Birla Sun Life     

Equity
Sector - Financial Services

Nav : 30.42 ( -0.10%) February 25th, 2020

People currently viewing this : 1

Upwardly's Take :

Invest in this fund only if you are very bullish on growth prospects of financial services companies. Sector funds do tend to be cyclical in nature.

Ideal for medium-term to long term goals like retirement, children's education etc. Invest in this funds to build wealth for the long term.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

76.1L

Projected Maturity Amount

1.3Cr

Rank (of 245)

55

Annualized Returns(5 yrs)

12.29%

Investment Horizon

>5 Yr

Doubled Money

6yrs 0m

Returns since December 14th, 2013

19.66%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Aditya Birla Sun Life
Launch Date
December 14th, 2013
Expense Ratio
1.17%
Fund Category Risk
High
Std Dev (1Yr)
19.082
Std Dev (3Yr)
19.214
Std Dev (5Yr)
20.162
Asset Size
1969Cr
Investment Details
Investment Plan
Growth
Return since Launch
19.66 %
Exit Load
1% if withdrawn within 365 Day(s)
No exit load if withdrawn after 365 Day(s)
Contact Details
Phone No.
+91 22 43568000