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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.36 | 29.63 | 1.05 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.51 | 25.43 | 0.94 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
Nifty Financial Services - TRI |
Sectoral Funds - Banks & Financial Services are equity schemes that majorly invest in financial sector companies. It will give exposure to entire financial sector which comprised a wide range of bank and financial services.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Groww Banking & Financial Services Fund | — | — | — |
ICICI Pru Banking & Fin Serv Fund | 18.53% | 14.72% | 16.25% |
SBI Banking & Financial Services Fund | 29.95% | 18.70% | 16.45% |
Nippon India Banking & Financial Services Fund | 18.30% | 19.32% | 14.91% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
19.46 %
Holdings
16.87 %
Holdings
7.15 %
Groww Mutual Fund is sponsored by Nextbillion Technology Pvt. Limited (NBT). NBT is a SEBI registered Stock Broker, Depository Participant, Research Analyst & AMFI registered Mutual Fund Distributor..
No.of Schemes
15
Total AUM
₹ 1,103.36 Cr.
Anupam Tiwari
AUM: ₹315.50 Cr.
|
Exp: 7yrs
Chartered Accountant
He has more than 7 years of experience in Equity Markets as Research Analyst and Fund Manager. Prior to joining Principal Mutual Fund, he has worked with Reliance Mutual Fund and Reliance Life Insurance Ltd.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%