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Banking & Financial Mutual Funds
Find here some best Banking & Financial fund to invest
- Annual Returns 10.72%
- Average Risk High
- Total Funds 24
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.
More
Top 5 Banking & Financial Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Banking & Financial Funds in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIFTY Fin Service |
-1.14% | 7.37% | 4.17% | 4.67% | 4.68% | 15.68% | 16.62% | 10.59% | 23.60% | 12.35% | |||
| 1011.64 | 1 years | -1.43% | 6.03% | 1.09% | -0.02% | 2.62% | 17.34% | - | - | - | - | Invest | |
| 6556.02 | 10 years | -0.71% | 7.25% | 0.03% | 0.96% | 0.33% | 13.62% | 24.24% | 15.17% | 26.11% | 14.59% | Invest | |
| 314.43 | 1 years | -1.05% | 7.94% | -1.66% | -0.05% | -1.11% | 12.5% | - | - | - | - | Invest | |
| 2323.96 | 9 years | -0.11% | 7.76% | 0.92% | -0.4% | 1.51% | 12.12% | 20.3% | 15.22% | 24.19% | - | Invest | |
| 9045.56 | 16 years | -0.38% | 5.81% | 1.15% | -1.52% | 1.51% | 12.02% | 18.74% | 12.54% | 26.38% | 12.63% | Invest | |
| 214.42 | 12 years | -1.1% | 7.53% | 0.14% | -0.05% | 0.57% | 11.83% | 21.32% | 14.32% | 23.55% | 10.4% | Invest | |
| 1127.8 | 19 years | -0.98% | 7.55% | 1.01% | -0.57% | 1.52% | 10.91% | 19.63% | 13.62% | 26.15% | 9.96% | Invest | |
| 1735.72 | 4 years | -0.65% | 8.04% | -0.22% | -1.27% | 0.33% | 10.61% | 19.63% | 13.34% | - | - | Invest | |
| 1027.25 | 2 years | -0.96% | 7.67% | -0.74% | -1.23% | -0.21% | 10.41% | 18.04% | - | - | - | Invest | |
| 923.94 | 1 years | -0.9% | 5.98% | -4.01% | -3.82% | -3.12% | 10.4% | - | - | - | - | Invest | |
| 6225.84 | 21 years | -0.72% | 6.37% | 0.4% | -1.67% | 1.13% | 9.78% | 21.72% | 15.29% | 30.54% | 12.26% | Invest | |
| 1126.35 | 16 years | -0.94% | 7.32% | -4.26% | -3.4% | -3.86% | 9.65% | 24.05% | 15.92% | 26.03% | 13.22% | Invest | |
| 265.94 | 3 years | -1.24% | 7.65% | 2.19% | 1.32% | 2.96% | 7.7% | 15.9% | 11.13% | - | - | Invest | |
| 3650.38 | 3 years | -0.51% | 6.44% | -1.84% | -2.83% | -1.61% | 7.36% | 17.87% | 12.89% | - | - | Invest | |
| 3101.32 | 11 years | -0.65% | 7.13% | -0.34% | -2.89% | 0.4% | 7.11% | 19.56% | 12.77% | 26.43% | 12.5% | Invest | |
| 1385.95 | 16 years | 0.33% | 6.72% | -0.38% | -3.79% | 0.93% | 5.06% | 22.04% | 16.03% | 27.09% | 12.55% | Invest | |
| 46.43 | 1 years | -1.23% | 8.21% | -5.35% | -5.03% | -5.67% | 1.6% | - | - | - | - | Invest | |
| 246.53 | 10 years | -0.11% | 7.29% | -2.39% | -4.4% | -1.86% | 1.25% | 12% | 10.33% | 21.27% | 6.5% | Invest | |
| 246.53 | 10 years | -0.11% | 7.29% | -2.39% | -4.4% | -1.86% | 1.25% | 12% | 10.33% | 21.27% | 6.5% | Invest | |
| 14.3 | 7 months | -0.14% | 6.64% | 0.72% | -0.49% | 0.57% | - | - | - | - | - | Invest | |
| 166.97 | 6 months | -0.3% | 6.33% | 2.26% | -0.25% | 2.77% | - | - | - | - | - | Invest | |
| - | 1 months | -0.73% | - | - | - | - | - | - | - | - | - | Invest | |
| - | 28 days | -0.27% | - | - | - | - | - | - | - | - | - | Invest | |
| 601.24 | 1 years | -1.98% | 4.4% | -9.99% | -14.49% | -8.13% | -8.78% | - | - | - | - | Invest |
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | Apr-2025 | Mar-2025 | Feb-2025 | Jan-2025 | Dec-2024 | Nov-2024 | Oct-2024 | Sep-2024 | Aug-2024 | Jul-2024 | Jun-2024 | May-2024 |
|---|
| Fund Name | 2025-Q2 | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 |
|---|
| Fund Name | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | AUM (Cr.) | Initial NAV | Final NAV | NAV Change | Absolute Ret. | Annalized Ret. |
|---|
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 1011.64 | Very High |
1.84%
|
11.83%
|
-
|
-
|
-
|
-
|
13.99%
|
Invest | |
| 6556.02 | Very High |
1.43%
|
7.64%
|
16.59%
|
18.08%
|
17.44%
|
15.55%
|
15.49%
|
Invest | |
| 314.43 | Very High |
1.47%
|
7.92%
|
-
|
-
|
-
|
-
|
9.24%
|
Invest | |
| 2323.96 | Very High |
2.04%
|
7.45%
|
12.31%
|
15.83%
|
16.2%
|
-
|
14.4%
|
Invest | |
| 9045.56 | Very High |
1.18%
|
5.6%
|
12.05%
|
14.29%
|
15.86%
|
13.21%
|
15.53%
|
Invest | |
| 214.42 | Very High |
1.46%
|
8.24%
|
14.58%
|
16.28%
|
15.97%
|
12.66%
|
12.54%
|
Invest | |
| 1127.8 | Very High |
1.81%
|
6.91%
|
12.91%
|
15.29%
|
16.26%
|
11.71%
|
12.44%
|
Invest | |
| 1735.72 | Very High |
1.33%
|
4.42%
|
11.26%
|
14.72%
|
-
|
-
|
13.88%
|
Invest | |
| 1027.25 | Very High |
0.77%
|
4.37%
|
11.29%
|
-
|
-
|
-
|
12.36%
|
Invest | |
| 923.94 | Very High |
-1.09%
|
2.07%
|
-
|
-
|
-
|
-
|
11.63%
|
Invest | |
| 6225.84 | Very High |
0.96%
|
4.41%
|
12%
|
15.97%
|
19.42%
|
14.37%
|
16.76%
|
Invest | |
| 1126.35 | Very High |
-1.59%
|
0.76%
|
13.76%
|
17.9%
|
17.85%
|
14.96%
|
15.38%
|
Invest | |
| 265.94 | Very High |
2.94%
|
7.32%
|
9.94%
|
11.92%
|
-
|
-
|
11.98%
|
Invest | |
| 3650.38 | Very High |
-0.2%
|
0.83%
|
9.08%
|
13.33%
|
-
|
-
|
12.92%
|
Invest | |
| 3101.32 | Very High |
0.79%
|
2.21%
|
9.1%
|
13.33%
|
15.47%
|
12.97%
|
13.46%
|
Invest | |
| 1385.95 | Very High |
0.31%
|
-0.08%
|
10.31%
|
16%
|
17.93%
|
14.97%
|
14.1%
|
Invest | |
| 46.43 | Very High |
-1.96%
|
-3.96%
|
-
|
-
|
-
|
-
|
-2.26%
|
Invest | |
| 246.53 | Very High |
-0.95%
|
-4.23%
|
2.44%
|
7.61%
|
11.43%
|
8.98%
|
8.93%
|
Invest | |
| 246.53 | Very High |
-0.95%
|
-4.23%
|
2.44%
|
7.61%
|
11.43%
|
8.98%
|
8.93%
|
Invest | |
| 14.3 | Very High |
1.01%
|
-
|
-
|
-
|
-
|
-
|
2.59%
|
Invest | |
| 166.97 | Very High |
2.4%
|
-
|
-
|
-
|
-
|
-
|
7.96%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Invest | ||
| Very High |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Invest | ||
| 601.24 | Very High |
-5.98%
|
-19.5%
|
-
|
-
|
-
|
-
|
0.49%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
13.062%
|
5.666%
|
0.84%
|
0.684%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
15.02%
|
3.14%
|
0.94%
|
0.62%
|
Invest | |
| Very High |
12.571%
|
3.776%
|
0.824%
|
0.555%
|
Invest | |
| Very High |
15.28%
|
1.73%
|
0.94%
|
0.53%
|
Invest | |
| Very High |
14.251%
|
3.729%
|
0.915%
|
0.511%
|
Invest | |
| Very High |
14.713%
|
3.232%
|
0.95%
|
0.435%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
13.71%
|
6.22%
|
0.887%
|
0.705%
|
Invest | |
| Very High |
14.56%
|
6.317%
|
0.893%
|
0.673%
|
Invest | |
| Very High |
13.993%
|
0.817%
|
0.91%
|
0.274%
|
Invest | |
| Very High |
14.282%
|
3.907%
|
0.925%
|
0.49%
|
Invest | |
| Very High |
14.932%
|
3.029%
|
0.96%
|
0.453%
|
Invest | |
| Very High |
14.334%
|
6.306%
|
0.933%
|
0.693%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
15.29%
|
-
|
0.97%
|
0.32%
|
Invest | |
| Very High |
15.29%
|
-
|
0.97%
|
0.32%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹100
|
₹100
|
2.19%
|
Jay Kothari
|
08-Dec 2023
|
Invest | |
|
₹500
|
₹5000
|
1.81%
|
Milind Agrawal
|
26-Feb 2015
|
Invest | |
|
₹100
|
₹500
|
2.39%
|
Piyush Baranwal
|
06-Feb 2024
|
Invest | |
|
₹100
|
₹5000
|
0.55%
|
Amey Sathe
|
28-Dec 2015
|
Invest | |
|
₹500
|
₹5000
|
1.82%
|
Roshan Chutkey
|
22-Aug 2008
|
Invest | |
|
₹500
|
₹5000
|
2.42%
|
Sandeep Jain
|
22-Jun 2012
|
Invest | |
|
₹500
|
₹5000
|
2.22%
|
Preethi R S
|
01-Aug 2005
|
Invest | |
|
₹500
|
₹5000
|
2.06%
|
Gaurav Kochar
|
11-Dec 2020
|
Invest | |
|
₹100
|
₹100
|
2.19%
|
Abhishek Bisen
|
27-Feb 2023
|
Invest | |
|
₹100
|
₹1000
|
2.23%
|
Sumit Agrawal
|
28-Jul 2023
|
Invest | |
|
₹500
|
₹5000
|
1.88%
|
Vinay Sharma
|
26-May 2003
|
Invest | |
|
₹100
|
₹1000
|
2.19%
|
Dhimant Kothari
|
14-Jul 2008
|
Invest | |
|
₹500
|
₹5000
|
2.34%
|
Rohan Korde
|
06-Dec 2021
|
Invest | |
|
₹100
|
₹100
|
1.9%
|
Anand Laddha
|
30-Jun 2021
|
Invest | |
|
₹100
|
₹1000
|
1.99%
|
Dhaval Gala
|
14-Dec 2013
|
Invest | |
|
₹100
|
₹100
|
2.14%
|
Rohit Seksaria
|
10-Jun 2008
|
Invest | |
|
₹500
|
₹500
|
2.3%
|
Anupam Tiwari
|
04-Feb 2024
|
Invest | |
|
₹1000
|
₹5000
|
2.42%
|
Jaiprakash Toshniwal
|
27-Mar 2015
|
Invest | |
|
₹1000
|
₹5000
|
2.42%
|
Jaiprakash Toshniwal
|
27-Mar 2015
|
Invest | |
|
₹100
|
₹1000
|
1%
|
Nemish Sheth
|
28-Aug 2024
|
Invest | |
|
₹500
|
₹5000
|
1.04%
|
Sharwan Kumar Goyal
|
24-Sep 2024
|
Invest | |
|
₹5000
|
₹5000
|
-
|
Gautam Bhupal
|
04-Mar 2025
|
Invest | |
|
₹100
|
₹100
|
-
|
Anil Ghelani
|
10-Mar 2025
|
Invest | |
|
₹1000
|
₹5000
|
2.34%
|
Sanjeev Sharma
|
19-Jun 2023
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
12.058
(04-04-2025)
|
12.12
(03-04-2025)
|
-0.51%
|
12.624
|
9.958
|
Invest | |
|
38.3769
(04-04-2025)
|
38.4639
(03-04-2025)
|
-0.23%
|
40.0439
|
33.129
|
Invest | |
|
11.352
(04-04-2025)
|
11.401
(03-04-2025)
|
-0.43%
|
11.936
|
9.66
|
Invest | |
|
39.3014
(04-04-2025)
|
39.3970
(03-04-2025)
|
-0.24%
|
41.6318
|
33.9486
|
Invest | |
|
122.12
(04-04-2025)
|
122.39
(03-04-2025)
|
-0.22%
|
130.66
|
106.29
|
Invest | |
|
44.0920
(04-04-2025)
|
44.0797
(03-04-2025)
|
0.03%
|
46.4425
|
37.9183
|
Invest | |
|
174.0108
(04-04-2025)
|
174.64
(03-04-2025)
|
-0.36%
|
183.035
|
150.45
|
Invest | |
|
18.595
(04-04-2025)
|
18.744
(03-04-2025)
|
-0.79%
|
19.696
|
16.428
|
Invest | |
|
14.174
(04-04-2025)
|
14.22
(03-04-2025)
|
-0.32%
|
15.156
|
12.452
|
Invest | |
|
13.408
(04-04-2025)
|
13.420
(03-04-2025)
|
-0.09%
|
14.691
|
11.857
|
Invest | |
|
571.5632
(04-04-2025)
|
574.1133
(03-04-2025)
|
-0.44%
|
612.759
|
502.884
|
Invest | |
|
122.46
(04-04-2025)
|
123.11
(03-04-2025)
|
-0.53%
|
134.12
|
108.05
|
Invest | |
|
13.8912
(04-04-2025)
|
13.9103
(03-04-2025)
|
-0.14%
|
14.4958
|
12.207
|
Invest | |
|
15.323
(04-04-2025)
|
15.37
(03-04-2025)
|
-0.31%
|
16.729
|
13.904
|
Invest | |
|
55.43
(04-04-2025)
|
55.59
(03-04-2025)
|
-0.29%
|
60.25
|
49.67
|
Invest | |
|
95.5438
(04-04-2025)
|
95.9398
(03-04-2025)
|
-0.41%
|
103.821
|
87.8987
|
Invest | |
|
10.4211
(04-04-2025)
|
10.4945
(03-04-2025)
|
-0.7%
|
11.527
|
9.5993
|
Invest | |
|
18.825
(04-04-2025)
|
18.9508
(03-04-2025)
|
-0.66%
|
20.8923
|
17.4986
|
Invest | |
|
18.825
(04-04-2025)
|
18.9508
(03-04-2025)
|
-0.66%
|
20.8923
|
17.4986
|
Invest | |
|
9.9838
(04-04-2025)
|
10.0024
(03-04-2025)
|
-0.19%
|
10.5968
|
9.2843
|
Invest | |
|
9.4727
(04-04-2025)
|
9.4853
(03-04-2025)
|
-0.13%
|
10.1152
|
8.7442
|
Invest | |
|
10.3947
(04-04-2025)
|
10.4855
(03-04-2025)
|
-0.87%
|
10.6014
|
9.9812
|
Invest | |
|
10.533
(04-04-2025)
|
10.5474
(03-04-2025)
|
-0.14%
|
10.6113
|
9.7856
|
Invest | |
|
14.3838
(04-04-2025)
|
14.736
(03-04-2025)
|
-2.39%
|
17.8595
|
13.7729
|
Invest |
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Comparison of Top Banking & Financial Funds
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns 10.33%
VS
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns 13.62%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns 15.17%
VS
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns 16.03%
Invesco India Financial Services Fund - Retail Growth
3Y Returns 15.92%
VS
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns 16.03%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns 0%
VS
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns 10.33%
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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.
Frequently Asked Questions
Who should invest in Banking & Financial Mutual Funds?
Banking & Financial funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.
What is the minimum investment required for investing in Banking & Financial funds?
The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.
What is the investment philosophy followed by Banking & Financial companies?
The fund manager of Banking & Financial fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.
Why to invest in Banking & Financial funds?
Banking & Financial funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.
How risky are Banking & Financial funds?
Banking & Financial funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Banking & Financial funds.
Are Banking & Financial Funds for long term investment?
Yes, Banking & Financial funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Banking & Financial mutual funds.
What is the benchmark of Banking & Financial Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Banking & Financial funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What are the taxes applied on Banking & Financial Mutual Funds?
Banking & Financial funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.
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