Compare Mutual Funds
Risk
Very High
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Rating
-
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Min SIP Amount
₹500
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Expense Ratio
2.54
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NAV
₹9.56
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Fund Started
27 Jan 2026
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Fund Size
₹274.48 Cr
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Exit Load
Exit load of 1%, if redeemed within 90 days.
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1 Year
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3 Year
-
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5 Year
-
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Equity
96.98%
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Cash
0.01%
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Top 10 Holdings
HDFC Bank Ltd. | 12.26% |
ICICI Bank Ltd. | 11.28% |
State Bank of India | 8.89% |
Axis Bank Ltd. | 8.23% |
BSE Ltd. | 6.60% |
Kotak Mahindra Bank Ltd. | 6.45% |
Shriram Finance Ltd | 5.49% |
SBI Life Insurance Company Ltd. | 4.35% |
Max Financial Services Ltd. | 4.01% |
Cholamandalam Investment and Finance Company Ltd. | 2.99% |
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Name
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Start Date
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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.
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Launch Date
27 Jan 2026
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