Sabse acche Banking & Financial funds
Concentrated on banks, NBFCs and insurers — a leveraged bet on the economy.
Data updated · 30 direct-growth funds, 0–100 Smart Score se rank kiye hue
Neeche ki interactive table English mein hai — numbers aur fund names dono jagah same hain.
| ⚖ VS | Fund | Score ↓ | Verdict | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | Expense | AUM | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India FIn Services Invesco | 88 | Strong Buy | 4.8% | 18.0% | 15.7% | 0.88 | 0.98 | 15.3 | 8.3 | 0.86 | 5★ | 19.8 | 0.98% | ₹1.8k Cr | 13.6y | |
| SBI BankIng And FIn Services SBI | 76 | Buy | 1.0% | 15.3% | 13.7% | 0.79 | 0.79 | 14.6 | 6.3 | 0.87 | — | 15.7 | 1.07% | ₹10.4k Cr | 11.4y | |
| DSP BankIng & FInancial Services DSP | 74 | Buy | 9.7% | — | — | 0.63 | 0.89 | 16.9 | 8.0 | 0.91 | — | 20.7 | 0.79% | ₹2.0k Cr | 2.6y | |
| Bandhan FInancial Services Bandhan | 72 | Buy | 0.3% | — | — | 0.61 | 0.86 | 15.6 | 5.8 | 0.87 | — | 19.1 | 0.93% | ₹1.1k Cr | 3.0y | |
| Sundaram FIn Services Opp Sundaram | 71 | Buy | 2.3% | 13.8% | 15.2% | 0.61 | 0.60 | 16.7 | 4.3 | 0.99 | 4★ | 15.1 | 0.89% | ₹1.7k Cr | 13.6y | |
| Quant BFSI Quant | 70 | Buy | 17.4% | 26.9% | — | 1.09 | 1.49 | 18.6 | 16.0 | 0.71 | 5★ | 16.2 | 1.89% | ₹834 Cr | 3.1y | |
| Mirae Asset BankIng And FIn Services Mirae Asset | 70 | Buy | 2.9% | 13.1% | 14.4% | 0.59 | 0.58 | 15.8 | 3.7 | 0.94 | 4★ | 18.7 | 0.69% | ₹2.3k Cr | 5.6y | |
| HSBC FIn Services HSBC | 63 | Buy | 5.9% | — | — | 0.66 | 0.99 | 17.4 | 3.4 | 0.98 | — | — | 0.99% | ₹927 Cr | 1.4y | |
| Nippon India BankIng And FInancial Services Nippon India | 61 | Hold | -0.2% | 12.6% | 14.3% | 0.58 | 0.55 | 15.3 | 3.3 | 0.94 | 4★ | 20.8 | 1.07% | ₹7.4k Cr | 13.6y | |
| Kotak BankIng & FInancial Services Kotak | 58 | Hold | 4.5% | 13.3% | — | 0.52 | 0.57 | 16.0 | 2.4 | 0.99 | 4★ | 17.0 | 0.81% | ₹1.5k Cr | 3.4y | |
| HDFC BankIng & FIn Services HDFC | 57 | Hold | 3.5% | 12.8% | 13.9% | 0.55 | 0.55 | 16.3 | 3.0 | 0.98 | 4★ | 19.0 | 0.95% | ₹4.6k Cr | 5.1y | |
| Baroda BNP Paribas BankIng And FIn Services Pan B Baroda BNP Paribas | 56 | Hold | 1.0% | 13.8% | 13.2% | 0.60 | — | 15.8 | 3.7 | 0.97 | — | — | 1.15% | ₹421 Cr | 13.6y | |
| Kotak Services Kotak | 49 | Hold | 4.5% | 13.3% | — | 0.40 | 0.57 | 16.6 | 3.8 | 0.98 | — | 20.6 | 1.23% | ₹749 Cr | 0.5y | |
| Motilal Oswal FIn Services Motilal Oswal | 49 | Hold | — | — | — | — | — | — | — | — | — | 34.5 | 0.94% | ₹191 Cr | 0.5y | |
| Tata BankIng And FIn Services Tata | 48 | Hold | -0.2% | 12.2% | 13.6% | 0.56 | 0.50 | 15.9 | 3.1 | 0.96 | — | 21.5 | 1.05% | ₹3.2k Cr | 10.6y | |
| Motilal Oswal Services Motilal Oswal | 46 | Hold | 10.4% | — | — | 0.32 | 0.45 | 16.0 | 7.5 | 0.75 | — | 34.5 | 1.01% | ₹120 Cr | 1.1y | |
| Bajaj FInserv BankIng And FIn Services Bajaj Finserv | 44 | Avoid | — | — | — | — | — | — | — | — | — | 19.0 | 1.08% | ₹464 Cr | 0.7y | |
| UTI BankIng And FIn Services UTI | 42 | Avoid | 1.0% | 12.5% | 12.9% | 0.53 | 0.52 | 15.6 | 2.7 | 0.93 | — | 18.4 | 1.43% | ₹1.4k Cr | 13.6y | |
| MahIndra Manulife BankIng & FIn Services Mahindra Manulife | 42 | Avoid | 7.0% | — | — | — | — | — | — | — | — | 19.3 | 1.22% | ₹428 Cr | 1.1y | |
| Edelweiss FIn Services Edelweiss | 41 | Avoid | — | — | — | — | — | — | — | — | — | — | 1.02% | ₹247 Cr | 0.5y | |
| Canara Robeco BankIng And FIns Services Canara Robeco | 35 | Avoid | — | — | — | — | — | — | — | — | — | 21.4 | 1.19% | ₹575 Cr | 0.4y | |
| WhiteOak Capital BankIng & FInancial Services WhiteOak | 35 | Avoid | 3.2% | — | — | 0.39 | 0.54 | 16.5 | 1.8 | 0.93 | — | 16.6 | 1.13% | ₹633 Cr | 2.5y | |
| ABSL BankIng And FIn Services Aditya Birla Sun Life | 34 | Avoid | 1.3% | 11.1% | 12.3% | 0.48 | 0.40 | 16.2 | 2.0 | 0.97 | — | — | 1.15% | ₹3.7k Cr | 12.6y | |
| ITI BankIng And FInancial Services ITI | 33 | Avoid | 5.6% | 11.8% | — | 0.50 | 0.45 | 16.1 | 2.2 | 0.98 | 3★ | 19.0 | 1.35% | ₹381 Cr | 4.6y | |
| Groww BankIng & FInancial Services Groww | 33 | Avoid | 7.9% | — | — | 0.38 | 0.54 | 16.2 | 1.8 | 0.89 | — | 18.4 | 1.15% | ₹76 Cr | 2.5y | |
| ICICI Pru BankIng And FIn Services ICICI Pru | 28 | Avoid | -4.3% | 9.7% | 10.3% | 0.24 | 0.33 | 13.6 | 0.9 | 0.81 | — | — | 1.18% | ₹11.0k Cr | 13.6y | |
| Bank Of India BankIng & FIn Services Bank of India | 18 | Avoid | — | — | — | — | — | — | — | — | — | 17.3 | 1.65% | ₹282 Cr | 0.5y | |
| Helios FInancial Services Helios | 17 | Avoid | -2.6% | — | — | 0.02 | 0.03 | 17.5 | 1.3 | 1.02 | — | 20.8 | 0.99% | ₹200 Cr | 2.1y | |
| Taurus BankIng & FIn Services Taurus | 16 | Avoid | -3.5% | 8.0% | 10.9% | 0.10 | 0.14 | 15.7 | -1.2 | 0.94 | — | — | 1.82% | ₹12 Cr | 13.6y | |
| LIC MF BankIng And FIn Services LIC | 13 | Avoid | -0.9% | 7.9% | 10.5% | 0.09 | 0.13 | 15.9 | -1.2 | 0.93 | 3★ | 20.5 | 1.76% | ₹269 Cr | 11.3y |
Banking & Financial — Jhatpat jawaab
›Abhi sabse accha Banking & Financial mutual fund kaun sa hai?
Invesco India FIn Services abhi 30 Banking & Financial funds mein #1 hai — FundLens Smart Score 88/100 (Strong Buy). 3 saal ka return 18.0%, 5 saal ka 15.7%, expense ratio 0.98% (direct plan). Ranking 24 Jul 2026 ke data se bani hai.
›Kis Banking & Financial fund ka risk-adjusted return sabse accha hai?
Sortino ratio ke hisaab se Quant BFSI category mein sabse aage hai — 1.49 (Sharpe 1.09). Matlab girawat ke har unit risk par sabse zyada return.
›Sabse kam expense ratio wala Banking & Financial fund kaun sa hai?
Mirae Asset BankIng And FIn Services — saalana 0.69% (direct plan), category mein sabse kam. Kam fees lambe samay mein aapke favour mein compound hoti hai.
›AUM ke hisaab se sabse chhota Banking & Financial fund kaun sa hai?
Taurus BankIng & FIn Services — ₹12 Cr, category mein sabse chhota. Chhote funds phurteele ho sakte hain, par size ko akeli khoobi mat maano.
›Banking & Financial fund mein kitne samay ke liye invested rehna chahiye?
Banking & Financial funds ka risk bahut ooncha hota hai, isliye aam taur par 7+ saal ka nazariya samajhdaari hai. Concentrated on banks, NBFCs and insurers — a leveraged bet on the economy. Yeh research hai, investment advice nahi.
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