FundLens
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Banking & FinancialBuy

Mirae Asset BankIng And FIn Services

Mirae Asset · Direct–Growth · rank #7 of 31 by Smart Score

Data updated

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
10.1%
+3.2% vs index
3 Years
13.7%
+4.4% vs index
5 Years
13.0%
+3.2% vs index
Since launch
16.1%

Year-by-year performance

last entry = YTD
2021
+19.3%
2022
+14.8%
2023
+22.8%
2024
+13.3%
2025
+21.0%
2026
-1.2%

Why this score

Mirae Asset BankIng And FIn Services scores 67/100 — #7 of 31 Banking & Financial fund (Buy). It stands out for 5y return and expense ratio — beating 73% of peers on 5y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.

5Y return12.97% · 73rd percentile in category
Expense ratio0.71% · 98th percentile in category
Fund size2306.05 Cr · 79th percentile in category
Sharpe ratio0.59 · 65th percentile in category
Sortino ratio0.64 · 67th percentile in category
Volatility15.79 · 60th percentile in category

Top holdings

top 5 = 49% of portfolio
1.HDFC Bank Ltd14.51%
2.ICICI Bank Ltd14.1%
3.State Bank of India8.79%
4.Axis Bank Ltd7.6%
5.Kotak Mahindra Bank Ltd4%

32 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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