Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Nippon India Banking & Financial Services (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
HDFC Bank Ltd
21.5%
ICICI Bank Ltd
16.4%
Axis Bank Ltd
8.4%
State Bank of India
4.7%
Kotak Mahindra Bank Ltd
4.6%
IndusInd Bank Ltd
4.1%
The Federal Bank Ltd
3.9%
SBI Life Insurance Co Ltd
3.4%
SBI Cards and Payment Services Ltd Ordinary Shares
2.8%
Cholamandalam Financial Holdings Ltd
2.7%
Top industry exposure
Financial Services
95.8%
Technology
2.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
25%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking and Financial services sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.