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

High
5 yrs 1 monthsStarted on:14 Dec 2013
₹ 1560.92 Cras on: 17 Dec 2018
Long Term Horizon
2.15%
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)
1 Month3.64
2 YR19.09
3 YR18.88

SIP Returns

TenureReturns (CAGR)
2 YR3.96
3 YR11.54

Portfolio

Company Name% Assets
HDFC Bank Ltd.18.68
ICICI Bank Ltd.12.9
Bajaj Finance Ltd.7.41
State Bank of India6.09
Bandhan Bank Ltd.5.3
L&T Finance Holdings Ltd.5.23
Bharat Financial Inclusion Ltd.4.89
PNB Housing Finance Ltd.3.54
DCB Bank Ltd.3.03
Indusind Bank Ltd.2.9

Top Sectoral Holdings

Sector Name% Assets
Financial88.94

Indicators

LabelValue
Portfolio turnover ratio357
Standard Deviation22.29%
Beta1.09%
Sharpe Ratio0.55

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).
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