Equity | Sector Specific - Banks & Financial Services
3Y Returns
3.66%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
2.51%
Fund Size
₹92 Cr
Inception Date
04-Jun-18
Fund Manager
Alok Ranjan
Exit Load
1% on or before 12M.
Overall Fund Zi Tag
Asset Allocation
Equity
99.24%
Debt & Others
0.76%
Market Cap Allocation
Large Cap
89.75%
Mid Cap
6.41%
Small Cap
3.41%
Other Cap
0.44%
Investment Objective
The Objective Of The Scheme Is To Provide Investors Maximum Growth Opportunities And To Achieve Long Term Capital Appreciation By Predominantly Investing In Equity And Equity Related Instruments Of Companies Engaged In Banking And Financial Services Sector.However There Can Be No Assurance That The Investment Objective Under The Scheme Will Be Realized.
Fund House Detail
AMC Name
IDBI Asset Management Ltd.
Scheme Document
https://www.idbimutual.co.in/Downloads/SIDAddress
5th floor, Mafatlal Centre,Nariman PointMumbai - 400021
Sundaram Financial Services Opportunities Fund Direct Growth
1Y
27.23%
3Y
19.29%
5Y
19.76%
Invesco India Financial Services Fund - Direct Plan Growth
1Y
36.16%
3Y
17.76%
5Y
18.81%
Nippon India Banking And Financial Services Fund Direct Plan Growth Plan Growth
1Y
24.66%
3Y
17.51%
5Y
18.66%
Tata Banking And Financial Services Fund Direct Plan Growth
1Y
22.77%
3Y
15.93%
5Y
16.94%
Mirae Asset Banking And Financial Services Fund - Direct Plan - Growth
1Y
22.84%
3Y
15.53%
5Y
NA
Sbi Banking And Financial Services Fund - Direct Plan-Growth
1Y
32.8%
3Y
15.1%
5Y
17.41%
Hdfc Banking And Financial Services Fund Direct Growth
1Y
23.58%
3Y
15.09%
5Y
NA
Baroda Bnp Paribas Banking And Financial Services Fund Plan B Growth
1Y
30.09%
3Y
14.49%
5Y
14.71%
Uti Banking And Financial Services Fund - Direct Growth Plan-Growth
1Y
26.52%
3Y
14.49%
5Y
15.23%
Aditya Birla Sun Life Banking And Financial Services Fund - Growth Direct
1Y
19.19%
3Y
13.69%
5Y
16.24%
Icici Prudential Banking And Financial Services Fund - Direct Plan - Growth
1Y
24.66%
3Y
13.54%
5Y
15.84%
Taurus Banking And Financial Services Fund - Direct Plan Growth
1Y
19.66%
3Y
13.34%
5Y
14.69%
Lic Mf Banking And Financial Services Fund-Direct - Growth Plan-Growth
1Y
13.27%
3Y
13.25%
5Y
13.34%
Iti Banking And Financial Services Fund - Direct Plan - Growth
1Y
17.1%
3Y
NA
5Y
NA
Bandhan Financial Services Fund Direct Plan-Growth
1Y
37.38%
3Y
NA
5Y
NA
Motilal Oswal S & P Bse Financials Ex Bank 30 Index Fund Direct Growth
1Y
29.5%
3Y
NA
5Y
NA
Woc Banking And Financial Services Fund - Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
Dsp Banking & Financial Services Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Groww Banking & Financial Services Fund - Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
Quant Bfsi Fund - Direct Plan Growth - Growth
1Y
43.12%
3Y
NA
5Y
NA
Kotak Banking And Financial Services Fund-Direct Plan-Growth
1Y
23.84%
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.