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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.


Returns Table1Y3Y5YLifetime
INDIA BFSI26.59%31.38%


Investment ofper month
gives returns of :
at 26.59% / annum
in 1 years
for a time period of
Returns % (CAGR)based on historic returns of 26.59% per annum
+ 26.59%

Scheme Information

Sharpe 1.62
Volatility 15.38%
Max drawdown -7.96%

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.

Large-Cap Equities


The materials and data contained herein are provided to demonstrate how a Kristal works and are provided for information only. None of the materials and data shall be construed as an offer to sell, the solicitation of an offer to purchase or sell any securities, an offer to provide advice on securities, the provision of any advice on securities, an offer to manage any asset or the management of any asset in any jurisdiction. Kristal Advisors Pvt Ltd does not make any representation, undertaking, warranty or guarantee as to the update, completeness, correctness, reliability or accuracy of the materials and data herein. All opinions, forecasts or estimation expressed herein are subject to change without prior notice. Kristal Advisors Pvt Ltd and its affiliates accept no liability or responsibility whatsoever for any direct or consequential loss and/or damages arising out of or in relation to any use of opinions, forecasts, materials and data contained herein or otherwise arising in connection therewith.

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