Monzy

Aditya Birla Sun Life Banking And Financial Services Fund

Annual Returns

5Y5-Year Return
8.0%
3Y3-Year Return
8.7%
1Y1-Year Return
-7.4%
  • 12 yrs 10m track record.

  • Risk band: very high.

Returns calculator

Your investment

In

Worst Period

11.2%

₹2,88,595

Typical Period

15.2%

₹4,12,765

Best Period

19.8%

₹6,07,591

Based on investments started between 18 Dec 2013 and 21 Oct 2016.

Based on historical returns. Future returns may be higher or lower.

Fund snapshot

₹3,628.94 Cr

🏦 AUM (Fund size)

15.86%

📈 Returns since inception (p.a.)

1.15%

⭐ Yearly fund fee

₹65.49

📅 NAV as of today

Historical NAV & Returns

Oct 2016Today

Fund overview / numbers that matter

Start your investment from

SIP ₹100 · Lumpsum ₹5,000

1.15% Total Expense Ratio

12 yrs 10m old · Very High Risk

Understand Mutual Fund Taxation here.

Things to keep in mind

⚠️ Very High risk — equity NAV can swing sharply, especially over short periods.

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Recommendation based on your answers.
Mutual funds are subject to market risk - read all scheme documents carefully.