Jul 07, 2025
Category
Equity
AUM (Cr.)
7,159.57
Exit Load (%)
0.00
Min Inv Lumpsum
5,000
Expense Ratio
1.84
Sharpe Ratio
11.35
Beta Ratio
0.00
Fund Manager
Vinay Sharma
Inception Date
May 28, 2003
Risk Level
Very High
Investment 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.
