INDIA BFSI-Analysis, Review, Return, Holding & Comparison
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INDIA BFSI

High Risk
INDIA BFSI
Issued by:Kristal.AI
Unit Price (NAV) :
Minimum investment: 1 unit
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INDIA BFSI

INDIA BFSI

About Kristal

Nifty Financial Services Index is a customized basket designed using the most representative companies in the Indian financial services sector. The constituents and asset allocation are determined using Kristal's proprietary algorithm which uses a combination of Tracking Error Minimization and Genetic Algorithm in order to formulate a portfolio which closely tracks the Nifty Financial Services Total Return Index.

Why Invest ?

This Kristal allows you to gain exposure to the broader financial companies which includes banks, broking houses, insurance which form the most prominent sector driving an economy These companies are known for their highest weightages in stock indices due to their stability and track record.

When to Invest ?

One should invest in this Kristal when the economy is in the recovery phase. However, over the long term, the financial services industry is known to grow with the economy and becomes the defining sector of the economy.

ReturnsLifetime-7.12%
Returns1Y
This Kristal-23.67%

Projected Returns

Investment ofper month
gives returns of :
at -23.67% / annum
in 1 years
amount
for a time period of
time1Y
Returns % (CAGR)based on historic returns of -23.67% per annum
- 23.67%

Scheme Information

Sharpe -0.46
Volatility 29.61%
Max drawdown -34.50%

Dealing Information

Subscription & redemption: Daily
Valuation: Daily
Notice period for subscription: None
Notice period of redemption: None
Redemption settlement: 2 business days

Strategy - How is this Kristal managed ?

The investment objective of India BFSI is to track the performance of Nifty Financial Services Total Return Index.

100%
Equity
Financial
Large-Cap Equities
INDIA BFSI