Birla Sun Life Banking And Financial Services Fund (Equity, Sectoral)

High
4 yrs 6 monthsStarted on:14 Dec 2013
₹ 1549.58 Cras on: 25 May 2018
Long Term Horizon
2.45%
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

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Tenure

TenureReturns (CAGR)
YTD0.04
1 Month1.59
3 Month4.90
1 YR14.91
2 YR26.41
3 YR19.51

SIP Returns

TenureReturns (CAGR)
1 YR6.55
2 YR17
3 YR21.21

Portfolio

Company Name% Assets
HDFC Bank Ltd.11.61
ICICI Bank Ltd.11.5
Yes Bank Ltd.9.03
Bajaj Finance Ltd.8.81
Indusind Bank Ltd.5.46
L&T Finance Holdings Ltd.5.32
PNB Housing Finance Ltd.4.6
Cholamandalam Investment & Finance Co. Ltd.4.52
Bharat Financial Inclusion Ltd.4.18
DCB Bank Ltd.3.98

Top Sectoral Holdings

Sector Name% Assets
Financial97.68

Indicators

LabelValue
Portfolio turnover ratio73
Standard Deviation19.53%
Beta1.01%
Sharpe Ratio0.71

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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