Baroda Banking and Financial Services Fund - Plan B (Direct)
The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector.
Suitability
Capital appreciation over long term.
• Investment predominantly in equity and equity related securities of companies engaged in the Banking &Financial Services Sector
Fund Info
Scheme Type
Open-ended
Scheme Category
Sector - Financial Services
Benchmark Type
CNX Bank Index
Scheme AUM (in Crs.)
₹ 37.61
Expense Ratio
2.35%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 12257
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Sector - Financial Services |
| Benchmark Type | CNX Bank Index |
| Scheme AUM (in Crs.) | ₹ 37.61 |
| Expense Ratio | 2.35% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 12257 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Yes Bank Ltd.
Equity
9.69
Kotak Mahindra Bank Ltd.
Equity
9.57
Axis Bank Ltd.
Equity
9.27
Bharat Financial Inclusion Ltd.
Equity
7.50
State Bank of India
Equity
5.04
Mahindra & Mahindra Financial Services Ltd.
Equity
3.65
RBL Bank Ltd.
Equity
3.58
City Union Bank Ltd.
Equity
2.39
HDFC Bank Ltd.
Equity
21.86
ICICI Bank Ltd.
Equity
13.21
Sector Allocation(%)
Sector
Percent
Financial
96.69
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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