equity Fund

Banking & Financial Services Funds

Concentrated exposure to India's banking and financial services sector.

Avg. Return (5Y)

16.54%

No. of Funds

Risk Level

Very High

Ideal Horizon

5+ years

Top Banking & Financial Services Funds Sorted by Returns

Scheme

ICICI Prudential Banking & Financial Services Fund

ICICI Prudential MF

Expense: 0.98%

1Y: 14.2%

3Y: 19.5%

5Y: 17.1%

Nippon India Banking & Financial Services Fund

Nippon India MF

Expense: 1.12%

1Y: 13.5%

3Y: 18.8%

5Y: 16.4%

SBI Banking & Financial Services Fund

SBI MF

Expense: 0.88%

1Y: 12.1%

3Y: 17.2%

5Y: 15.3%

* Returns are annualized and based on historical data. Past performance does not guarantee future results. Min. SIP: ₹500.

What is a Banking & Financial Services Fund?

These sectoral funds invest predominantly in banking, NBFC, insurance, and financial services stocks. India's growing financial inclusion and credit penetration make this one of the most tracked sectors.

Key Advantages

Direct play on India's financial growth story
Benefit from rising credit demand and digital banking
High growth potential during economic expansion

How It Works

At least 80% of the fund must be invested in banking and financial sector stocks. The portfolio typically includes a mix of public sector banks, private banks, NBFCs, insurance companies, and fintech firms.