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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
7.93%Cat Avg. 1Y Return
Category Average Returns
6M
+5.82%
1Y
+7.93%
3Y
+12.86%
5Y
+11.97%
Sharpe0.47
Sortino0.63
Beta0.96
Alpha+5.93
Std Dev16.04

All Sectoral-Financial Funds

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28 funds
Fund NameAUM1Y ReturnsTER(%)
Category Average₹2,159 Cr+7.93%1.15
ICICI Prudential Banking and Financial Services FundVery High₹11,331 Cr-1.0%1.23View →
SBI Banking & Financial Services FundVery High₹10,873 Cr+2.7%1.20View →
Nippon India Banking & Financial Services FundVery High₹7,910 Cr+5.3%1.05View →
HDFC Banking and Financial Services FundVery High₹4,688 Cr+7.8%0.96View →
Aditya Birla Sun Life Banking & Financial Services FundVery High₹3,668 Cr+5.7%1.15View →
Tata Banking And Financial Services FundVery High₹3,301 Cr+6.5%0.96View →
Mirae Asset Banking and Financial Services FundVery High₹2,357 Cr+7.5%0.72View →
DSP Banking & Financial Services FundVery High₹2,184 Cr+15.8%0.78View →
Invesco India Financial Services FundVery High₹1,896 Cr+9.8%0.94View →
Sundaram Financial Services Opportunities FundVery High₹1,722 Cr+10.7%0.92View →
Kotak Banking & Financial Services FundVery High₹1,556 Cr+7.8%0.82View →
UTI Banking and Financial Services FundVery High₹1,452 Cr+5.0%1.38View →
Bandhan Financial Services FundVery High₹1,122 Cr+4.8%0.96View →
HSBC Financial Services FundVery High₹963 Cr+13.6%0.96View →
Quant BFSI FundVery High₹925 Cr+19.7%1.89View →
WhiteOak Capital Banking & Financial Services FundVery High₹665 Cr+5.4%1.06View →
Canara Robeco Banking and Financial Services FundVery High₹652 Cr1.12View →
Bajaj Finserv Banking and Financial Services FundVery High₹499 Cr1.14View →
Mahindra Manulife Banking & Financial Services FundVery High₹477 Cr+11.8%1.20View →
Baroda BNP Paribas Banking and Financial Services FundVery High₹460 Cr+6.9%1.08View →
ITI Banking and Financial Services FundVery High₹388 Cr+9.9%1.12View →
Edelweiss Financial Services FundVery High₹283 Cr0.98View →
LIC MF Banking & Financial Services FundVery High₹275 Cr+6.4%1.64View →
Bank of India Banking & Financial Services FundVery High₹273 Cr1.65View →
Motilal Oswal Financial Services FundVery High₹217 Cr1.27View →
Helios Financial Services FundVery High₹211 Cr+3.5%1.14View →
Groww Banking & Financial Services FundVery High₹91 Cr+16.6%1.09View →
Taurus Banking and Financial Services FundVery High₹11 Cr+0.2%1.84View →

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