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Sectoral-Financial

Financial sector funds invest in banks, NBFCs, insurance companies, and other financial services businesses. Finance is deeply tied to the broader economy — when credit grows and asset quality is good, these funds tend to do very well. High concentration in one sector means amplified gains and losses.

28Funds
-3.35%Cat Avg. 1Y Return
Category Average Returns
6M
-0.71%
1Y
-3.35%
3Y
+11.77%
5Y
+10%
Sharpe0.32
Sortino0.42
Beta0.97
Alpha+4.36
Std Dev16.28

All Sectoral-Financial Funds

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28 funds
Fund NameAUM1Y ReturnsTER(%)
Category Average₹2,038 Cr-3.35%1.25
ICICI Prudential Banking and Financial Services FundVery High₹10,774 Cr-6.8%1.25View →
SBI Banking & Financial Services FundVery High₹10,420 Cr-4.3%1.68View →
Nippon India Banking & Financial Services FundVery High₹7,367 Cr-6.0%1.09View →
HDFC Banking and Financial Services FundVery High₹4,425 Cr-2.9%0.95View →
Aditya Birla Sun Life Banking & Financial Services FundVery High₹3,406 Cr-5.2%1.14View →
Tata Banking And Financial Services FundVery High₹3,053 Cr-6.3%1.68View →
Mirae Asset Banking and Financial Services FundVery High₹2,196 Cr-3.5%0.78View →
DSP Banking & Financial Services FundVery High₹2,034 Cr+1.1%0.79View →
Invesco India Financial Services FundVery High₹1,789 Cr-0.3%0.95View →
Sundaram Financial Services Opportunities FundVery High₹1,614 Cr-4.0%0.91View →
Kotak Banking & Financial Services FundVery High₹1,445 Cr-2.1%1.68View →
UTI Banking and Financial Services FundVery High₹1,339 Cr-2.7%1.68View →
Bandhan Financial Services FundVery High₹1,043 Cr-4.8%1.03View →
HSBC Financial Services FundVery High₹903 Cr+0.5%0.97View →
Quant BFSI FundVery High₹900 Cr+3.9%2.00View →
WhiteOak Capital Banking & Financial Services FundVery High₹626 Cr-3.9%1.05View →
Canara Robeco Banking and Financial Services FundVery High₹624 Cr—1.05View →
Baroda BNP Paribas Banking and Financial Services FundVery High₹516 Cr-3.5%1.09View →
Bajaj Finserv Banking and Financial Services FundVery High₹469 Cr—1.12View →
Mahindra Manulife Banking & Financial Services FundVery High₹445 Cr-0.9%1.13View →
ITI Banking and Financial Services FundVery High₹362 Cr-3.4%1.10View →
Edelweiss Financial Services FundVery High₹274 Cr—0.96View →
LIC MF Banking & Financial Services FundVery High₹256 Cr-9.4%1.57View →
Bank of India Banking & Financial Services FundVery High₹249 Cr—1.68View →
Motilal Oswal Financial Services FundVery High₹209 Cr—1.32View →
Helios Financial Services FundVery High₹196 Cr-6.0%1.16View →
Groww Banking & Financial Services FundVery High₹107 Cr+0.8%1.30View →
Taurus Banking and Financial Services FundVery High₹10 Cr-7.0%1.84View →

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