| Category: Equity: Sectoral-Banking and Financial Services |
| Launch Date: 28-07-2023 |
| Asset Class: |
| Benchmark: NIFTY Financial Services TRI |
| TER: 2.17% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,056.18 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil (If redeemed/switched out within 1 year from the date of allotment - 1% of applicable NAV) |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of companies engaged in financial services sector.
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | |
| Average Maturity |
Small Cap
13.01%
Large Cap
67.15%
Mid Cap
19.76%