78
Banking & FinancialStrong Buy
SBI BankIng And FIn Services
SBI · Direct–Growth · rank #2 of 31 by Smart Score
Data updated
Trailing returns
1 Year
-2.5%
-0.1% vs index
3 Years
15.1%
+6.4% vs index
5 Years
11.2%
+3.4% vs index
Since launch
14.2%
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
-6.5%-0.6% vs index
Why this score
SBI BankIng And FIn Services scores 78/100 — #2 of 31 Banking & Financial fund (Strong 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 return15.08% · 86th percentile in category
Sharpe ratio0.62 · 90th percentile in category
5Y return11.18% · 73rd percentile in category
Volatility14.85 · 94th percentile in category
Fund size10420.42 Cr · 95th percentile in category
Sortino ratio0.76 · 89th percentile in category
Top holdings
1.HDFC Bank Ltd13.04%
2.ICICI Bank Ltd12.77%
3.Kotak Mahindra Bank Ltd10.19%
4.Bajaj Finance Ltd6.85%
5.HDFC Life Insurance Co Ltd4.66%
43 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.