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Aditya Birla Sun Life Banking & Financial Services Regular Growth

Aditya Birla Sun Life Banking & Financial Services Regular Growth

Very High Risk
Equity
Sector - Financial Services
▲ 7.85%3Y Annualized
-1.15%1D Returns

NAV (15 Oct ’26)

₹60.54

Min SIP Amount

₹100.00

Fund Size (AUM)

₹3,406.14 Cr

Mutual Fund SIP Calculator

₹
/Month
₹100₹10L
Years
1Y40Y
%
1%30%
% /Year
0%25%

About Aditya Birla Sun Life Banking & Financial Services Regular Growth

Aditya Birla Sun Life Banking & Financial Services Regular Growth is a Sector - Financial Services mutual fund scheme from Aditya Birla Sun Life AMC Ltd. The fund was launched on 14 December 2013 and is managed by Dhaval Gala. As of 15 October 2026, the fund has an AUM of ₹3,406.14 Cr and its latest NAV is ₹60.54. The fund has a Very High Risk risk rating.

The fund allows minimum SIP of ₹100 and lumpsum investment starting from ₹1,000.

The fund primarily invests in Financial Services and Technology and its top holdings include ICICI Bank Ltd, HDFC Bank Ltd, Axis Bank Ltd, Bajaj Finance Ltd, and Shriram Finance Ltd. The fund has delivered -1.6% returns over the last 1 year, 7.9% annualised returns over 3 years, 8.0% annualised returns over 5 years, and 15.0% annualised returns since inception.

Aditya Birla Sun Life Banking & Financial Services Regular Growth may be suitable for investors looking for Sector - Financial Services and who are comfortable with Very High Risk risk.

Top 10 Holdings

NameValueWeighting
ICICI Bank LtdFinancial Services₹472.06 Cr13.86%
HDFC Bank LtdFinancial Services₹358.50 Cr10.53%
Axis Bank LtdFinancial Services₹274.27 Cr8.05%
Bajaj Finance LtdFinancial Services₹229.13 Cr6.73%
Shriram Finance LtdFinancial Services₹185.40 Cr5.44%
State Bank of IndiaFinancial Services₹172.10 Cr5.05%
Kotak Mahindra Bank LtdFinancial Services₹123.29 Cr3.62%
PNB Housing Finance LtdFinancial Services₹102.91 Cr3.02%
AU Small Finance Bank LtdFinancial Services₹99.20 Cr2.91%
PB Fintech LtdFinancial Services₹105.54 Cr2.88%

Returns & Rankings

Name3 Year4 Year5 Year
Fund returns+2.48%+7.85%+11.65%+8.04%
Category average (Sector - Financial Services)+2.90%+10.24%+12.33%+9.56%
Rank (Sector - Financial Services)1251086568
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Fund Management

DG

Dhaval Gala

Experience: 11.11 Years

Minimum SIP Amount, Expense Ratio & Exit Load

Aditya Birla Sun Life Banking & Financial Services Regular Growth Overview
Minimum SIP Amount₹100.00
Expense Ratio

2.01%

Inclusive of GST

Exit LoadFor redemption / switch out of units on or before 30 days from the date of allotment 1.00% of applicable NAV. For redemption / switch out of units after 30 days from the date of allotment Nil.

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Aditya Birla Sun Life Banking & Financial Services Regular Growth FAQ's

What are the returns of Aditya Birla Sun Life Banking & Financial Services Regular Growth?

Aditya Birla Sun Life Banking & Financial Services Regular Growth has generated -1.6% returns over 1 year, 7.9% over 3 years and 8.0% over 5 years as of 15 October 2026.

What is today's NAV of Aditya Birla Sun Life Banking & Financial Services Regular Growth?

Currently, the Net Asset Value (NAV) of Aditya Birla Sun Life Banking & Financial Services Regular Growth is ₹60.54, as of 15 October 2026.

What are the ways to invest in Aditya Birla Sun Life Banking & Financial Services Regular Growth?

You can invest in Aditya Birla Sun Life Banking & Financial Services Regular Growth through a lumpsum, a monthly SIP and a daily SIP.

What is the minimum SIP investment in Aditya Birla Sun Life Banking & Financial Services Regular Growth?

The minimum SIP amount for Aditya Birla Sun Life Banking & Financial Services Regular Growth is ₹500 per instalment.

What is the expense ratio of Aditya Birla Sun Life Banking & Financial Services Regular Growth?

The expense ratio of Aditya Birla Sun Life Banking & Financial Services Regular Growth is 2.01%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹100.

What is the risk level of Aditya Birla Sun Life Banking & Financial Services Regular Growth?

As per the fund factsheet published by the fund house, Aditya Birla Sun Life Banking & Financial Services Regular Growth is considered to carry Very High Risk for its investors.

What are the top holdings of Aditya Birla Sun Life Banking & Financial Services Regular Growth?

As an equity fund, the portfolio is mainly stock exposure. The top holdings of Aditya Birla Sun Life Banking & Financial Services Regular Growth include ICICI Bank Ltd, HDFC Bank Ltd, Axis Bank Ltd, Bajaj Finance Ltd and Shriram Finance Ltd, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

Is there any lock-in period for Aditya Birla Sun Life Banking & Financial Services Regular Growth?

Aditya Birla Sun Life Banking & Financial Services Regular Growth has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

How can I redeem my investments in Aditya Birla Sun Life Banking & Financial Services Regular Growth?

You can redeem your investment in Aditya Birla Sun Life Banking & Financial Services Regular Growth on any business day. The exit load is For redemption / switch out of units on or before 30 days from the date of allotment 1.00% of applicable NAV. For redemption / switch out of units after 30 days from the date of allotment Nil..

Who is the fund manager of Aditya Birla Sun Life Banking & Financial Services Regular Growth?

Aditya Birla Sun Life Banking & Financial Services Regular Growth is managed by Dhaval Gala. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.

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