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Banking & Financial Mutual Funds
Find here some best Banking & Financial fund to invest
- Annual Returns 16.32%
- Average Risk High
- Total Funds 21
What is Banking & Financial Mutual Fund?
Banking sectoral mutual funds are professionally handled funds which invest in the stocks belonging to the banking sector. The fund manager of such schemes is restricted to invest only in the banking stocks. A variety of banking funds are available at our website where each scheme follows a different strategy to deliver long-term capital appreciation and wealth creation to the investors. These schemes are suitable for investors with high-risk appetite as the funds have the ability to deliver high returns under favourable market conditions.
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Top 5 Banking & Financial Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Banking & Financial in India for High Returns
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Lumpsum 3Y P.a
21.77%
|
SIP 3Y P.a.
-
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
17.14%
|
SIP 3Y P.a.
24.18%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
19.54%
|
SIP 3Y P.a.
27.92%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
16.13%
|
SIP 3Y P.a.
22.25%
|
Return Vs Category
Medium |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
15.29%
|
SIP 3Y P.a.
20.4%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
13.75%
|
SIP 3Y P.a.
18.69%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest |
Short Term
Long Term
SIP
Rolling Term
|
1 Week
-5.29%
|
1 Month
1.05%
|
3 Months
-2.96%
|
6 Months
21.06%
|
1 Year
53.41%
|
Invest | ||
|
1 Week
-4.54%
|
1 Month
2.94%
|
3 Months
-0.93%
|
6 Months
6.54%
|
1 Year
18.77%
|
Invest | ||
|
1 Week
-4.91%
|
1 Month
2.85%
|
3 Months
-1.77%
|
6 Months
8.34%
|
1 Year
18.54%
|
Invest | ||
|
1 Week
-4.46%
|
1 Month
2.08%
|
3 Months
-3.83%
|
6 Months
6.74%
|
1 Year
17.13%
|
Invest | ||
|
1 Week
-5.61%
|
1 Month
1.72%
|
3 Months
-5.44%
|
6 Months
7.55%
|
1 Year
15.35%
|
Invest | ||
|
1 Week
-3.49%
|
1 Month
1.42%
|
3 Months
-11.58%
|
6 Months
-9.87%
|
1 Year
13.23%
|
Invest | ||
|
1 Week
-4.9%
|
1 Month
2.17%
|
3 Months
-3.92%
|
6 Months
6.4%
|
1 Year
11.46%
|
Invest | ||
|
1 Week
-5.37%
|
1 Month
1.07%
|
3 Months
-4.15%
|
6 Months
3.65%
|
1 Year
11.37%
|
Invest | ||
|
1 Week
-4.21%
|
1 Month
2.24%
|
3 Months
-2.95%
|
6 Months
2.71%
|
1 Year
11.29%
|
Invest | ||
|
1 Week
-3.99%
|
1 Month
0.35%
|
3 Months
-5.11%
|
6 Months
5.02%
|
1 Year
11.14%
|
Invest |
|
2 Years
29.35%
|
3 Years
21.77%
|
5 Years
24.65%
|
Annual Rt
19.61%
|
Invest | ||
|
2 Years
19.12%
|
3 Years
17.14%
|
5 Years
13.75%
|
Annual Rt
14.68%
|
Invest | ||
|
2 Years
22.77%
|
3 Years
19.54%
|
5 Years
14.86%
|
Annual Rt
17.03%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
33.08%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
13.37%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
58.08%
|
Invest | ||
|
2 Years
16.13%
|
3 Years
16.13%
|
5 Years
10.82%
|
Annual Rt
12.65%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
26.58%
|
Invest | ||
|
2 Years
16.14%
|
3 Years
15.29%
|
5 Years
-
|
Annual Rt
18.21%
|
Invest | ||
|
2 Years
14.31%
|
3 Years
13.75%
|
5 Years
11.5%
|
Annual Rt
16.9%
|
Invest |
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest |
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest |
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest |
|
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
1%
|
Fund Manager
Nemish Sheth
|
Launch Date
28-Aug 2024
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.82%
|
Fund Manager
Milind Agrawal
|
Launch Date
26-Feb 2015
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
2.21%
|
Fund Manager
Dhimant Kothari
|
Launch Date
14-Jul 2008
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
2.21%
|
Fund Manager
Sumit Agrawal
|
Launch Date
28-Jul 2023
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2.21%
|
Fund Manager
Jay Kothari
|
Launch Date
08-Dec 2023
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
2.33%
|
Fund Manager
Sanjeev Sharma
|
Launch Date
19-Jun 2023
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2.43%
|
Fund Manager
Sandeep Jain
|
Launch Date
22-Jun 2012
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2.21%
|
Fund Manager
Abhishek Bisen
|
Launch Date
27-Feb 2023
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2.06%
|
Fund Manager
Gaurav Kochar
|
Launch Date
11-Dec 2020
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.82%
|
Fund Manager
Roshan Chutkey
|
Launch Date
22-Aug 2008
|
Invest |
|
Latest NAV
9.8702(20-12-2024)
|
Previous NAV
9.8702(20-12-2024)
|
NAV Change
-1.58537%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
38.2244(20-12-2024)
|
Previous NAV
38.2244(20-12-2024)
|
NAV Change
-1.43524%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
127.53(20-12-2024)
|
Previous NAV
127.53(20-12-2024)
|
NAV Change
-1.96787%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
13.723(20-12-2024)
|
Previous NAV
13.723(20-12-2024)
|
NAV Change
-1.90851%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
11.693(20-12-2024)
|
Previous NAV
11.693(20-12-2024)
|
NAV Change
-1.34987%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
15.4311(20-12-2024)
|
Previous NAV
15.4311(20-12-2024)
|
NAV Change
-2.64966%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
43.6401(20-12-2024)
|
Previous NAV
43.6401(20-12-2024)
|
NAV Change
-1.56472%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
14.121(20-12-2024)
|
Previous NAV
14.121(20-12-2024)
|
NAV Change
-1.47223%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
18.532(20-12-2024)
|
Previous NAV
18.532(20-12-2024)
|
NAV Change
-1.1574%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
119.93(20-12-2024)
|
Previous NAV
119.93(20-12-2024)
|
NAV Change
-1.2678%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
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Suitability Result
Comparison of Top Banking & Financial Funds
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns 0%
VS
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
3Y Returns 0%
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
3Y Returns 0%
VS
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns 12.89%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns 0%
VS
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns 12.89%
Bandhan Financial Services Fund - Regular (G)
3Y Returns 0%
VS
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns 12.89%
Banking & Financial Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
Banking Funds are the Most Secure Sector Funds
Banking and Finance Sector mutual funds target to invest in equity shares of the core banks and other financial institutions with the objective of profit booking. It is a sector based mutual fund scheme which invests in the core banking companies using a diversified scheme. The primary goal of launching Banking and Finance Sector mutual funds is to increase the investment in this sector of the economy. Diversification increases by manifolds.
The Two parts of Banking and Finance Sector Mutual Funds
- Banking sector: The banking sector includes those institutions which are engrossed purely in the core banking activities like retail banking, CASA (Current Account & Savings Account), loans, etc. Banking and Finance Sector mutual funds target the prominent banks to invest in. Providing finances as well as financial services at the same time the banking sector of the economy proves to be the backbone of the commercial sector.
- Financial sector: The main motto of the financial sector is to provide credit opportunities to people, institutions or organizations as a whole. Banking and Finance Sector mutual funds includes this sector because it is similar to the banking sector only not carrying out the core banking activities. This sector helps to mobilize liquidity in the money market in order to facilitate growth of the economy.
Benefits of investing in Banking and Finance Sector Mutual Funds
There are a lot of benefits of investing in the Banking and Finance Sector mutual funds. They are as follows:
- Financial sector governed by RBI: All the activities carried out in the financial sector are governed by the RBI (Reserve Bank of India). RBI is a government undertaking and is a always formulating rules keeping in mind the welfare of the people and organizations. With a governance of a government body there are less chances of treachery by the banking institutions. Thus, investment made through Banking and Finance Sector mutual funds are very much secure.
- Phenomenal growth rate: The Banking and Finance Sector mutual funds provide a very high growth rate as it invests in the prime players of the banking sector. The banking institutions lie in the large-cap category of equity and are generally the star performers of their sector.
- Long-term benefit: The investors who can hold their money for a longer period of time (say. 5-7 years) should go for investing in Banking and Finance Sector mutual funds. This scheme performs well only in the long run. With high risks involved Banking and Finance Sector mutual funds are known to give fairly good returns to its investors over a long period of time.
Our experts are available for helping you round the clock. With no extra cost you can have all the benefits of a team of very proficient researchers and financial experts. Our experts also look at Banking and Finance Sector mutual fund as the most promising scheme of the mutual fund industry.
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