Aditya Birla SL Banking & Financial Services (Equity, Equity Sectoral-banking)

High
5 yrs 3 monthsStarted on:14 Dec 2013
₹ 1545.28 Cras on: 15 Feb 2019
Long Term Horizon
2.17%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

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 companies, etc.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR8.29
3 YR19.90

SIP Returns

TenureReturns (CAGR)
3 YR5.73
5 YR11.99

Portfolio

Company Name% Assets
HDFC Bank Ltd.19.13
ICICI Bank Ltd.13.37
State Bank of India6.92
Bandhan Bank Ltd.6.08
Bajaj Finance Ltd.5.93
Bharat Financial Inclusion Ltd.5.1
L&T Finance Holdings Ltd.4.82
Axis Bank Ltd.4.09
PNB Housing Finance Ltd.3.85
DCB Bank Ltd.3.6

Top Sectoral Holdings

Sector Name% Assets
Financial92.67

Indicators

LabelValue
Portfolio turnover ratio54
Standard Deviation22.15%
Beta1.13%
Sharpe Ratio0.62

Satyabrata Mohanty,Dhaval Gala

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.Prior to joining BSLAMC, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).