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Mutual Funds

Mutual Fund Scheme

Mu

Mutual Fund Scheme

Rank #1
Not Rated

Returns & Performance

1 Year15.84%10.31% vs cat avgRank #8
3 Year25.66%13.30% vs cat avgRank #1
5 Year----
Since Launch27.28%--

Fund vs Category Average

1Y
15.84%+10.31%
3Y
25.66%+13.30%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
No lock-in period
Decent 1Y category rank (#8)
Overall top-10 rank in category (#1)

Cons

No notable cons identified

ISININF966L01CA6
SIP AllowedNo
Fund House Incorp.1996-04-15

INVESTMENT OBJECTIVE

The scheme seeks to generate consistent returns by investing in equity and equity related instruments of banking and financial services.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Yug Tibrewal

B.M.S, CFA L1

Yug is an investment professional with over 2 years of experience in dealing related activities

Top Holdings

Holdings data not available for this scheme