Aditya Birla Sun Life Banking and Financial Services Fund - REGULAR - IDCW
9.51
16.51
22.58
12.73
16.04
NiftyFinancialServices TRI
21.31
17.44
21.42
14.35
17.79
Equity: Sectoral-Banking and Financial Services
11.57
18.11
22.08
12.46
14.97
Yearly Performance (%)
Nav Movement
Fund Managers
Dhaval Gala, Dhaval Joshi
Investment Objective
The scheme aims to maximize long term capital appreciation by investing primarily in equity & equity related securities of companies engaged in banking & financial services. The scheme would invest in banks as well as NBFC's, insurance companies, rating agencies, broking companie, etc.
Returns Calculator for
Aditya Birla Sun Life Banking and Financial Services Fund - REGULAR - IDCW
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Aditya Birla Sun Life Banking and Financial Services Fund - REGULAR - IDCW
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Aditya Birla Sun Life Banking and Financial Services Fund - REGULAR - IDCW