FundLens
75
Banking & FinancialBuy

SBI BankIng And FIn Services

SBI · Direct–Growth · rank #2 of 30 by Smart Score

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
4.5%
+1.0% vs index
3 Years
17.0%
+7.6% vs index
5 Years
14.1%
+3.2% vs index
Since launch
15.0%

Year-by-year performance

last entry = YTD
2021
+13.5%
2022
+14.9%
2023
+19.9%
2024
+20.9%
2025
+21.7%
2026
-2.1%

Why this score

SBI BankIng And FIn Services scores 75/100 — #2 of 30 Banking & Financial fund (Buy). It stands out for 3y return and volatility — beating 85% 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 return16.99% · 85th percentile in category
Volatility14.62 · 94th percentile in category
Sharpe ratio0.79 · 85th percentile in category
Fund size10372.14 Cr · 95th percentile in category
Alpha6.35 · 81st percentile in category
Sortino ratio0.94 · 76th percentile in category

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