Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 31.63 | 16.11 | 12.35 | 14.12 |
Average Rolling Returns(%) | 20.57 | 15.99 | 13.11 | 15.89 |
The Current NAV of Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan is ₹58.44.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan fund’s expense ratio is 1.03%
The process for redemption is
The AUM of Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan is currently ₹2,990 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Bajaj Finance and account for 41% of its portfolio. Top 5 and 10 stocks of fund account for 53% and 69% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan fund are BFSI, IT and Others accounting for 101% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Banks & Financial Service.
Dhaval Gala manages the Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan Fund.
Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan current PE ratio is 21.21 and PB ratio is 3.42
The asset allocation of Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan is Stocks : 98.58%, Debt : 0.99% and Gold : 0.44%
The minimum SIP amount for Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Banking and Financial Services Fund - Growth - Direct Plan is 1% on or before 30 days, Nil after 30 days