Aditya Birla Sun Life Mutual Fund · Direct Growth · SEBI Category: Equity
Aditya Birla Sun Life Banking & Financial Services Fund is managed by ABSL Mutual Fund — a large, well-established fund house with deep equity research infrastructure. The fund has been operational since 2013 — one of the longer track records in the banking sector fund category. This long history means investors can evaluate performance across the full NPA cycle (2014-2018), IL&FS crisis (2018), COVID period (2020) and the subsequent banking recovery.
The fund covers the banking and financial services sector comprehensively — private sector banks, PSU banks, NBFCs, insurance companies, housing finance companies and payment intermediaries. ABSL MF's research team's depth in financial sector analysis, combined with Dhaval Joshi's long sector specialist tenure, makes this one of the more research-intensive banking sector fund offerings.
Dhaval Joshi is Fund Manager at Aditya Birla Sun Life Mutual Fund and manages the ABSL Banking & Financial Services Fund. He brings deep banking sector expertise — understanding the nuances of bank asset quality, credit growth cycles, net interest margins and regulatory capital requirements. His long tenure managing this specific fund has built a comprehensive understanding of the sector across multiple economic cycles.
For current co-manager details and full biography, refer to the latest Aditya Birla Sun Life Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view - not judgements or recommendations.
Calculated from 2,595 daily NAV records in RightAdvise DB. Last calculated: Jul 2026.
1M / 3M / 6M / 1Y - simple point-to-point return · 3Y / 5Y / 10Y - CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point - not CAGR.
Rolling returns show performance across every possible investment start date - not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV - what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn\'t exist during that period.
When NAV is above 200 DMA the fund is in an uptrend. When below, it signals caution. Calculated from NAV data in DB.
Calculated from 3 years of daily NAV - industry standard. Risk-free rate: 6.5% p.a. Last updated: Jul 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes - from official AMC disclosures.
See how Aditya Birla Sun Life Banking and Financial Services Fund ranks against other Equity funds on returns, drawdown, Sharpe ratio and AAUM - side by side.
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