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Aditya Birla Sun Life Banking & Financial Services Regular Growth

Medium
Risk
Equity
Other
+
11.85
%
11.85
%
3Y annualised
+
0.14
%
0.14
%
1 Day returns
Fund size
3085
NAV:
Feb 16, 2024
50.39
Sector
Tech
Type
Equity
Launched
Dec 2013
Min Investment
1000
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
ICICI Bank Ltd
16.64
%
HDFC Bank Ltd
14.87
%
Axis Bank Ltd
5.88
%
Bajaj Finance Ltd
5.64
%
State Bank of India
4.88
%
Poonawalla Fincorp Ltd
3.76
%
Shriram Finance Ltd
3.32
%
Bank of India
2.9
%
Repco Home Finance Ltd
2.77
%
Cholamandalam Financial Holdings Ltd
2.55
%

Expense ratio, exit load and tax

Expense Ratio:

2

%

Inclusive of GST

Exit load

Exit load of 1.0% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective

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Aditya Birla Sun Life Banking & Financial Services Regular Growth
More details

Investment objective

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.
Scheme Information Document
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
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