SBI Banking & Financial Services Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 29.45 | 11.49 | 14.71 | 13.97 |
Average Rolling Returns(%) | 18.03 | 15.25 | 13.60 | N/A |
The Current NAV of SBI Banking & Financial Services Fund - Regular Plan - Growth is ₹32.91.
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 Financial Services - TRI returns, as Funds portfolio is significantly different.
SBI Banking & Financial Services Fund - Regular Plan - Growth fund’s expense ratio is 1.87%
The process for redemption is
The AUM of SBI Banking & Financial Services Fund - Regular Plan - Growth is currently ₹4,972 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Kotak Mahindra Bank and account for 37% of its portfolio. Top 5 and 10 stocks of fund account for 50% and 68% of fund’s portfolio respectively.
Top three sectors of SBI Banking & Financial Services Fund - Regular Plan - Growth fund are BFSI, Miscellaneous and accounting for 100% 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 SBI Banking & Financial Services Fund - Regular Plan - Growth Fund is Equity - Sectoral Fund - Banks & Financial Service.
Milind Agrawal manages the SBI Banking & Financial Services Fund - Regular Plan - Growth Fund.
SBI Banking & Financial Services Fund - Regular Plan - Growth current PE ratio is 21.76 and PB ratio is 3.53
The asset allocation of SBI Banking & Financial Services Fund - Regular Plan - Growth is Stocks : 95.80%, Debt : 4.19% and Gold : 0%
The minimum SIP amount for SBI Banking & Financial Services Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Banking & Financial Services Fund - Regular Plan - Growth is 0.50% on or before 30 days, Nil after 30 days