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Compare Mutual Funds
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Select a Mutual Fund
Fund Details
Risk | Very High | - |
Rating | 2.0 | - |
Min SIP Amount | ₹500 | - |
Expense Ratio | 2.43 | - |
NAV | ₹53.99 | - |
Fund Started | 02 May 2012 | - |
Fund Size | ₹11.72 Cr | - |
Exit Load | Exit load of 1%, if redeemed within 365 days. | - |
Risk
Very High
-
Rating
2.0
-
Min SIP Amount
₹500
-
Expense Ratio
2.43
-
NAV
₹53.99
-
Fund Started
02 May 2012
-
Fund Size
₹11.72 Cr
-
Exit Load
Exit load of 1%, if redeemed within 365 days.
-
Returns
1 Year | 17.47% | - |
3 Year | 18.58% | - |
5 Year | 21.28% | - |
1 Year
17.47%
-
3 Year
18.58%
-
5 Year
21.28%
-
Holding Analysis
Equity | 97.49% | - |
Cash | 2.51% | - |
Equity
97.49%
-
Cash
2.51%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 21.54% |
HDFC Bank Ltd. | 21.26% |
Axis Bank Ltd. | 11.46% |
State Bank of India | 10.28% |
Kotak Mahindra Bank Ltd. | 8.88% |
CreditAccess Grameen Ltd. | 3.11% |
Bajaj Holdings & Investment Ltd. | 3.06% |
Union Bank of India | 2.51% |
The New India Assurance Company Ltd. | 2.03% |
JIO Financial Services Ltd. | 1.95% |
-
Fund Manager
Name | Anuj Kapil | - |
Start Date | 07 Aug 2023 | - |
Name
Anuj Kapil
-
Start Date
07 Aug 2023
-
About Fund
Description | The scheme seeks to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form part of the BFSI Sector. | - |
Launch Date | 02 May 2012 | - |
Description
The scheme seeks to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form part of the BFSI Sector.
-
Launch Date
02 May 2012
-