Mutual Funds Specialist
| Duration | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|
| Returns | 5.02% | 6.24% | 3.09% | 7.80% |
| Duration | 2Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|
| Returns | 11.47% | 18.65% | 15.37% | 15.50% |
Scheme Type:
An open-ended equity scheme investing in the financial services sector, including banks, NBFCs, insurance companies, capital markets, fintech, and allied businesses.
Investment Objective:
The fund aims to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of companies in the financial services sector. This sector-focused approach allows investors to benefit from the growth potential of India’s evolving financial ecosystem, driven by formalization, digital transformation, and rising credit demand.
There is no assurance or guarantee that the investment objective of the scheme will be achieved.
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Mutual Funds Specialist
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