Banking & FinancialBuy

Quant BFSI

Quant · Direct–Growth · rank #4 / 31 Smart Score ke hisaab se

Data updated 07 Sept 2026

Quant BFSI ka score 70/100 hai — 31 mein #4 Banking & Financial fund (Buy). Mazbooti: 3 saal ka return (category mein 97th percentile) aur Sharpe ratio (category mein 98th percentile). Kamzori: utaar-chadhaav (category mein 2th percentile).

Trailing returns

index ke muqable: Nifty Bank (index-fund proxy)

1 saal

22.6%

+16.1% index ke muqable

3 saal

22.6%

+13.3% index ke muqable

5 saal

—

Launch se

27.7%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2024

14.8%

2025

26.5%

2026

8.7%

Risk metrics

Sharpe ratio

0.96

↑ jitna zyada, utna accha

Sortino ratio

1.16

↑ jitna zyada, utna accha

Std deviation

18.36

↓ jitna kam, utna accha

Alpha

12.17

↑ jitna zyada, utna accha

Beta

0.76

≈1 yaani market ke saath

Isi category ke aur funds

Invesco India Fin Services

3 saal 19.3%

SBI BankIng And FIn Services

3 saal 16.7%

DSP BankIng & FInancial Services

3 saal —

Bandhan FInancial Services

3 saal 16.4%

Research aur education ke liye — investment advice nahi.

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