To generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector.
Investors understand that their principal will be at low risk
Category
Sector Funds
Launch Date
22-Jun-12
Scheme Benchmark
NIFTY BANK
AUM ( in Cr.)
54.33
portfolio price to book value
3.57
investing style?
Large Growth
fund manager?
Sanjay Chawla
inception date (regular plan)
expense ratio (regular plan) %
2.72
Alpha [%]
-0.07
Beta [%]
1.12