Category: Equity: Sectoral-Banking and Financial Services |
Launch Date: 13-06-2024 |
Asset Class: |
Benchmark: NIFTY Financial Services TRI |
TER: 2.4% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 164.38 Cr As on 30-04-2025(Source:AMFI) |
Turn over: - | Exit Load: (i) If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment Nil (ii) If units redeemed or switched out are over and above the limit within 3 months from the date of allotment 1% of the applicable NAV (iii) If redeemed/switched out after 3 months from the date of allotment Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Standard Deviation | - |
Sharpe Ratio | - |
Alpha | - |
Beta | - |
Yield to Maturity | - |
Average Maturity | - |
Small Cap
10.99%
Others
2.47%
Large Cap
68.87%
Mid Cap
17.67%