Sabse acche Banking & Financial funds
Banks, NBFC aur insurers par centred — economy par bada daav.
Data updated · 31 direct-growth funds, 0–100 Smart Score se rank kiye hue
| ⚖ VS | Fund | Score ↓ | Faisla | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | Expense | AUM | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Fin Services Invesco | 88 | Strong Buy | -1.6% | 14.9% | 11.9% | 0.67 | 0.76 | 16.1 | 6.5 | 0.88 | 5★ | 18.7 | 0.96% | ₹1.8k Cr | 13.8y | |
| SBI BankIng And FIn Services SBI | 78 | Strong Buy | -5.9% | 14.3% | 10.4% | 0.62 | 0.73 | 14.8 | 5.0 | 0.86 | — | 16.1 | 1.19% | ₹10.4k Cr | 11.7y | |
| Quant BFSI Quant | 70 | Buy | 4.0% | 18.5% | — | 0.81 | 0.95 | 18.8 | 11.5 | 0.77 | 5★ | 12.2 | 1.95% | ₹900 Cr | 3.3y | |
| DSP BankIng & FInancial Services DSP | 68 | Buy | 0.8% | — | — | 0.40 | 0.56 | 16.9 | 5.8 | 0.92 | — | 17.7 | 0.81% | ₹2.0k Cr | 2.9y | |
| Bandhan FInancial Services Bandhan | 67 | Buy | -5.8% | 12.7% | — | 0.54 | 0.63 | 16.7 | 4.5 | 0.92 | 5★ | 17.1 | 1.00% | ₹1.0k Cr | 3.2y | |
| Mirae Asset BankIng And FIn Services Mirae Asset | 66 | Buy | -4.3% | 11.3% | 10.2% | 0.42 | 0.48 | 16.4 | 2.2 | 0.96 | 4★ | 17.5 | 0.78% | ₹2.2k Cr | 5.9y | |
| Baroda BNP Paribas BankIng And FIn Services Pan B Baroda BNP Paribas | 60 | Hold | -4.7% | 12.8% | 9.5% | 0.52 | — | 16.4 | 3.8 | 0.96 | — | — | 1.08% | ₹516 Cr | 13.8y | |
| Sundaram FIn Services Opp Sundaram | 60 | Hold | -1.5% | 10.9% | 11.7% | 0.40 | 0.41 | 17.1 | 2.1 | 0.99 | 4★ | 13.4 | 0.93% | ₹1.6k Cr | 13.8y | |
| Kotak BankIng & FInancial Services Kotak | 59 | Hold | -3.8% | 11.3% | — | 0.40 | 0.45 | 16.8 | 1.8 | 1.01 | 4★ | 16.9 | 0.80% | ₹1.4k Cr | 3.7y | |
| HDFC BankIng & FIn Services HDFC | 59 | Hold | -2.8% | 11.0% | 10.0% | 0.41 | 0.45 | 16.7 | 2.0 | 0.98 | 4★ | 16.9 | 0.98% | ₹4.4k Cr | 5.3y | |
| Nippon India BankIng And FInancial Services Nippon India | 57 | Hold | -6.4% | 10.1% | 10.8% | 0.37 | 0.38 | 15.9 | 1.2 | 0.94 | 4★ | 17.6 | 1.07% | ₹7.4k Cr | 13.8y | |
| UTI BankIng And FIn Services UTI | 56 | Hold | -4.6% | 11.5% | 9.3% | 0.45 | 0.48 | 16.1 | 2.6 | 0.94 | — | 16.4 | 1.45% | ₹1.3k Cr | 13.8y | |
| Motilal Oswal Services Motilal Oswal | 50 | Hold | 4.9% | — | — | 0.27 | 0.38 | 15.4 | 8.6 | 0.75 | — | 32.2 | 1.34% | ₹136 Cr | 1.4y | |
| Edelweiss FIn Services Edelweiss | 50 | Hold | — | — | — | — | — | — | — | — | — | — | 0.98% | ₹274 Cr | 0.7y | |
| Canara Robeco BankIng And FIns Services Canara Robeco | 50 | Hold | — | — | — | — | — | — | — | — | — | 18.8 | 1.08% | ₹624 Cr | 0.7y | |
| Kotak Services Kotak | 48 | Hold | -3.8% | 11.4% | — | 0.33 | 0.45 | 16.8 | 1.4 | 0.99 | — | 18.0 | 1.26% | ₹711 Cr | 0.7y | |
| HSBC FIn Services HSBC | 47 | Hold | -0.4% | — | — | 0.29 | 0.42 | 17.0 | 0.9 | 0.99 | — | — | 0.96% | ₹903 Cr | 1.6y | |
| Tata BankIng And FIn Services Tata | 45 | Hold | -6.4% | 9.9% | 9.9% | 0.36 | 0.37 | 16.6 | 1.1 | 0.97 | — | 18.6 | 0.93% | ₹3.1k Cr | 10.8y | |
| ITI BankIng And FInancial Services ITI | 43 | Avoid | -3.7% | 10.6% | — | 0.36 | 0.40 | 16.5 | 1.2 | 0.98 | 3★ | 17.0 | 1.08% | ₹362 Cr | 4.9y | |
| Mahindra Manulife Banking & Fin Services Mahindra Manulife | 43 | Avoid | -1.8% | — | — | — | — | — | — | — | — | 18.6 | 1.16% | ₹445 Cr | 1.3y | |
| Bajaj Finserv Banking And Fin Services Bajaj Finserv | 42 | Avoid | — | — | — | — | — | — | — | — | — | 17.2 | 1.12% | ₹469 Cr | 0.9y | |
| Baroda BNP Paribas Services Baroda BNP Paribas | 40 | Avoid | — | — | — | — | — | — | — | — | — | 20.4 | — | ₹573 Cr | 0.2y | |
| WhiteOak Capital BankIng & FInancial Services WhiteOak | 38 | Avoid | -4.0% | — | — | 0.17 | 0.23 | 16.2 | 0.1 | 0.94 | — | 16.3 | 1.08% | ₹626 Cr | 2.7y | |
| ICICI Pru BankIng And FIn Services ICICI Pru | 36 | Avoid | -8.2% | 9.0% | 7.9% | 0.29 | 0.30 | 14.7 | -0.0 | 0.88 | — | — | 1.25% | ₹10.8k Cr | 13.8y | |
| ABSL BankIng And FIn Services Aditya Birla Sun Life | 33 | Avoid | -5.7% | 8.5% | 8.5% | 0.18 | 0.25 | 16.1 | -1.0 | 0.94 | — | — | 1.15% | ₹3.4k Cr | 12.9y | |
| Groww BankIng & FInancial Services Groww | 31 | Avoid | 1.8% | — | — | 0.16 | 0.22 | 16.1 | 0.1 | 0.90 | — | 16.9 | 1.26% | ₹107 Cr | 2.7y | |
| Motilal Oswal FIn Services Motilal Oswal | 18 | Avoid | — | — | — | — | — | — | — | — | — | 32.2 | 1.29% | ₹209 Cr | 0.7y | |
| Taurus BankIng & FIn Services Taurus | 16 | Avoid | -9.1% | 7.6% | 7.0% | 0.11 | 0.15 | 15.8 | -2.1 | 0.94 | — | — | 1.84% | ₹10 Cr | 13.8y | |
| Helios FInancial Services Helios | 14 | Avoid | -8.3% | — | — | -0.14 | -0.20 | 17.3 | 0.4 | 1.02 | — | 22.2 | 1.15% | ₹196 Cr | 2.3y | |
| Bank Of India BankIng & FIn Services Bank of India | 13 | Avoid | — | — | — | — | — | — | — | — | — | 15.3 | 1.68% | ₹249 Cr | 0.8y | |
| LIC MF BankIng And FIn Services LIC | 11 | Avoid | -8.6% | 5.9% | 6.5% | -0.01 | -0.01 | 16.3 | -4.0 | 0.94 | 2★ | 20.5 | 1.65% | ₹256 Cr | 11.6y |
Banking & Financial — Jhatpat jawaab
›Abhi sabse accha Banking & Financial mutual fund kaun sa hai?
Invesco India Fin Services abhi 31 Banking & Financial funds mein #1 hai — FundLens Smart Score 88/100 (Strong Buy). 3 saal ka return 14.9%, 5 saal ka 11.9%, expense ratio 0.96% (direct plan). Ranking 22 Oct 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 — 0.95 (Sharpe 0.81). 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 0.78% (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 — ₹10 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. Banks, NBFC aur insurers par centred — economy par bada daav. Yeh research hai, investment advice nahi.
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