Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 12.42 | 10.63 | 9.85 |
| Average Rolling Returns(%) | 17.20 | 14.99 | 13.28 | 14.21 |
The Current NAV of Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth is ₹62.29.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark Nifty Financial Services , as Funds portfolio is somewhat different.
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth fund’s expense ratio is 1.96%
The process for redemption is
The AUM of Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth is currently ₹3,155 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Axis Bank and account for 35% of its portfolio. Top 5 and 10 stocks of fund account for 47% and 65% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth fund are BFSI, IT and Others accounting for 99% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 - Regular Plan - Growth Fund is Equity - Sectoral Fund - Banks & Financial Service.
Dhaval Gala manages the Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Fund.
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth current PE ratio is 22.80 and PB ratio is 3.63
The asset allocation of Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth is Stocks : 96.94%, Debt : 3.05% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days
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