FundLens
54
Banking & FinancialHold

Nippon India BankIng And FInancial Services

Nippon India · Direct–Growth · rank #12 of 31 by Smart Score

Data updated

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
6.9%
+0.0% vs index
3 Years
12.8%
+3.4% vs index
5 Years
13.4%
+3.6% vs index
Since launch
13.6%

Year-by-year performance

last entry = YTD
2021
+30.7%
2022
+21.8%
2023
+25.1%
2024
+11.3%
2025
+18.4%
2026
-2.6%

Why this score

Nippon India BankIng And FInancial Services scores 54/100 — #12 of 31 Banking & Financial fund (Hold). It stands out for 5y return and volatility — beating 81% of peers on 5y return. The main drag is its 3y return (better than only 25% of peers).

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

5Y return13.40% · 81st percentile in category
3Y return12.75% · 25th percentile in category
Volatility15.30 · 90th percentile in category
Fund size7774.49 Cr · 92nd percentile in category
Sharpe ratio0.40 · 33rd percentile in category
Alpha2.15 · 31st percentile in category

Top holdings

top 5 = 44.9% of portfolio
1.ICICI Bank Ltd13.92%
2.HDFC Bank Ltd13.16%
3.Axis Bank Ltd8.55%
4.State Bank of India5.64%
5.Kotak Mahindra Bank Ltd3.6%

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

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