75
Banking & FinancialBuy
SBI BankIng And FIn Services
SBI · Direct–Growth · rank #2 of 31 by Smart Score
Data updated
Trailing returns
1 Year
5.2%
-1.6% vs index
3 Years
16.6%
+7.3% vs index
5 Years
12.6%
+2.8% vs index
Since launch
14.5%
Year-by-year performance
2021
+13.5%+0.5% vs index
2022
+14.9%-7.0% vs index
2023
+19.9%+7.0% vs index
2024
+20.9%+14.9% vs index
2025
+21.7%+3.8% vs index
2026
-5.1%-1.5% vs index
Why this score
SBI BankIng And FIn Services scores 75/100 — #2 of 31 Banking & Financial fund (Buy). It stands out for 3y return and sharpe ratio — beating 86% of peers on 3y 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.
3Y return16.61% · 86th percentile in category
Sharpe ratio0.79 · 90th percentile in category
Volatility14.62 · 94th percentile in category
Fund size10872.14 Cr · 95th percentile in category
5Y return12.62% · 65th percentile in category
Alpha6.35 · 81st percentile in category
Top holdings
1.HDFC Bank Ltd16.97%
2.ICICI Bank Ltd10.65%
3.Kotak Mahindra Bank Ltd9.68%
4.Bajaj Finance Ltd8.12%
5.State Bank of India6.93%
32 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.