Compare Mutual Funds
Risk
Very High
-
Rating
-
-
Min SIP Amount
₹500
-
Expense Ratio
2.41
-
NAV
₹9.10
-
Fund Started
27 Jan 2026
-
Fund Size
₹246.32 Cr
-
Exit Load
Exit load of 1%, if redeemed within 90 days.
-
1 Year
-
-
3 Year
-
-
5 Year
-
-
Equity
95.58%
-
Cash
-0.25%
-
Top 10 Holdings
State Bank of India | 10.31% |
HDFC Bank Ltd. | 9.59% |
ICICI Bank Ltd. | 9.46% |
Axis Bank Ltd. | 8.64% |
BSE Ltd. | 6.92% |
Kotak Mahindra Bank Ltd. | 6.01% |
Shriram Finance Ltd | 5.50% |
SBI Life Insurance Company Ltd. | 4.99% |
Max Financial Services Ltd. | 4.47% |
Cholamandalam Investment and Finance Company Ltd. | 2.91% |
-
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on companies engaged in financial services sectors.
-
Launch Date
27 Jan 2026
-
