Jul 18, 2025
Category
Equity
AUM (Cr.)
57.13
Exit Load (%)
1.00
Min Inv Lumpsum
500
Expense Ratio
2.30
Sharpe Ratio
5.79
Beta Ratio
0.00
Fund Manager
Anupam Tiwari
Inception Date
Feb 06, 2024
Risk Level
Very High
Investment Objective
The primary investment objective of the scheme is to generate consistent long-term returns by investing in equity and equity-related instruments of banking and financial services companies and other related sectors/companies. The fund aims to capitalize on the growth opportunities and growth potential of various sub-sectors within the BFSI sector, including (but not limited to) banks, NBFCs, insurance companies, asset management companies, capital market participants, fintech players etc. (This includes companies benefiting from or contributing to the growth of the banking and financial services sector). However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
