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A sector oriented portfolio investing predominantly in stocks of companies engaged in the banking, insurance and financial services related activities of the Indian economy
- Looking at the wide range of high-quality companies available in the Banking & Financial Services Industry space, the fund endeavors to look to participate in various sub-themes in the space. - Focuses on investing in well managed companies with balance between compounders and turnaround opportunities. - The fund is market cap agnostic and may take concentrated exposure to certain stocks
W.e.f. 01/04/2021 Exit Load : 1.00% if redeemed before 30 days from the date of investment.
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Equity and equity related instruments (minimum 80% of the total assets would be in equity and equity related instruments of companies engaged in banking and financial services activities): 80-100% (Medium to High) Debt and Money Market instruments including securitized debt#: 0-20% (Low to Medium) Units issued by REITs & InvITs: 0-10% (Medium to High) # The fund may invest up to 50% of its debt portfolio in securitized debt
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the banking and financial services activities. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Sectoral
An open ended equity scheme investing in Banking and Financial Services Sector.
- Participation in various sub themes in the entire BFSI space - Focus on well managed companies with balance between compounders and turnaround opportunities - Looks for companies that are having sustainable growth model and are well capitalised - Bottom – Up Stock Picking - Agnostic to market capitalization and would take concentrated exposure to certain stocks
- Long term capital appreciation. Investment predominantly in equity and equity related securities of companies engaged in banking and financial services activities.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for overall portfolio diversification - Investors who want growth with limited downside risk to their portfolio - Investors looking for tax efficient returns - Retirees looking for moderate and stable returns with low volatility - First time mutual fund investors
An open-ended sectoral equity scheme that invests in companies engaged in businesses of Banking, NBFC, Insurance and other Financial Services. The Fund focuses on well managed companies with a balance between compounders and turnaround opportunities.
Banking and Financial Services Funds are a type of equity funds that predominantly invest in companies that cater to the banking and financial sector. The sector comprises of universal banks, small finance banks, insurance companies, non-banking financial companies, HFCs, co-operatives, pension funds, mutual funds and other smaller financial entities.
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the banking and financial services activities. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Investors willing to have a tactical allocation to their overall equity portfolio. Investors willing to increase the risk spectrum of their portfolio with an exposure to a sectoral philosophy of investing in stocks of companies engaged in banking & financial services.
- h4ersified in its approach by investing in companies within banking and financial services sector vis., companies engaged in retail & commercial banking, insurance, non-banking financial companies, co-operatives, pension funds, mutual funds, exchanges and other smaller financial entities.
- Agnostic to market capitalization spectrum; that can help the fund deliver superior risk adjusted returns across market cycles.
- The Fund may also take concentrated exposure to certain stocks based on the conviction and possibly could lead to increased alpha creation.