Aditya Birla SL Banking&Financial Services-DirGrowth
1,000
Min SIP
1,000
Min Lumpsum
1.07 %
Expense Ratio
Rating
2,801
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.8% | 29.8% | 12.6% | 18.7% | ||||
| Category Average | 8.2% | 25% | 13.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
3.98
Alpha
6.64
SD
1.04
Beta
1.12
Sharpe
Exit Load
| Exit Load | For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment: : Nil |
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Fund Objective
The Scheme is to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The scheme does not guarantee/indicate any returns. There can be no assurance that the schemesobiectives will be achieved.
Fund Managers
Dhaval Gala
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
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- 2,986
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36%Fund Size - 2,986
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44.5%Fund Size - 2,986
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21.4%Fund Size - 2,986
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- Equity .
- Sectoral / Thematic .
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- 1,506
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33%Fund Size - 1,506
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39.9%Fund Size - 1,506
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19.4%Fund Size - 1,506
-
- Equity .
- Sectoral / Thematic .
-
- 116
-
25.1%Fund Size - 116
-
34.2%Fund Size - 116
-
18.7%Fund Size - 116
-
- Equity .
- Sectoral / Thematic .
-
- 1,177
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29.5%Fund Size - 1,177
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29%Fund Size - 1,177
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16.9%Fund Size - 1,177
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- Equity .
- Sectoral / Thematic .
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- 6,740
-
17.4%Fund Size - 6,740
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27.4%Fund Size - 6,740
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12.5%Fund Size - 6,740
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
2,97,662 Cr
Address:
One World Centre,Tower 1,17th Flr,
Jupiter Mills,senapati Bapat
Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com
Frequently Asked Questions
How to invest in Aditya Birla SL Banking&Financial Services-DirGrowth ?
You can invest in Aditya Birla SL Banking&Financial Services-DirGrowth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Aditya Birla SL Banking&Financial Services-DirGrowth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Aditya Birla SL Banking&Financial Services-DirGrowth ?
The NAV of Aditya Birla SL Banking&Financial Services-DirGrowth is ₹52.8 as of 20 September 2023.
How to redeem Aditya Birla SL Banking&Financial Services-DirGrowth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Aditya Birla SL Banking&Financial Services-DirGrowth?
The minimum SIP amount of Aditya Birla SL Banking&Financial Services-DirGrowth is ₹1000
What are the top sectors Aditya Birla SL Banking&Financial Services-DirGrowth has invested in?
The top sectors Aditya Birla SL Banking&Financial Services-DirGrowth has invested in are
- Banks - 60.16%
- Finance - 27.86%
- Others - 3.54%
- Insurance - 3.38%
- Debt - 2.04%
Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Banking&Financial Services-DirGrowth?
Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Banking&Financial Services-DirGrowth based on your investment objective and risk tolerance.
How much returns have Aditya Birla SL Banking&Financial Services-DirGrowth generated ?
The Aditya Birla SL Banking&Financial Services-DirGrowth has delivered 18.7% since inception
What is the expense ratio of Aditya Birla SL Banking&Financial Services-DirGrowth ?
The expense ratio of Aditya Birla SL Banking&Financial Services-DirGrowth is 1.07 % as of 20 September 2023.
What is the AUM of Aditya Birla SL Banking&Financial Services-DirGrowth?
The AUM of Aditya Birla SL Banking&Financial Services-DirGrowth is ₹2,97,662 Cr as of 20 September 2023
What are the top stock holdings of Aditya Birla SL Banking&Financial Services-DirGrowth?
The top stock holdings of Aditya Birla SL Banking&Financial Services-DirGrowth are
- HDFC Bank - 17.04%
- ICICI Bank - 14.09%
- Axis Bank - 5.91%
- Bajaj Finance - 5.36%
- Poonawalla Fin - 5%
How can I redeem my investments in Aditya Birla SL Banking&Financial Services-DirGrowth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Banking&Financial Services-DirGrowth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Banking&Financial Services-DirGrowth in Scheme, enter the redemption amount, and click on submit button.