ಅತ್ಯುತ್ತಮ Banking & Financial ಫಂಡ್ಗಳು
Concentrated on banks, NBFCs and insurers — a leveraged bet on the economy.
ಡೇಟಾ ಅಪ್ಡೇಟ್ · 31 ಡೈರೆಕ್ಟ್-ಗ್ರೋಥ್ ಫಂಡ್ಗಳು, 0–100 Smart Score ರ್ಯಾಂಕಿಂಗ್
ಕೆಳಗಿನ ಇಂಟರಾಕ್ಟಿವ್ ಟೇಬಲ್ ಇಂಗ್ಲಿಷ್ನಲ್ಲಿದೆ — ಅಂಕಿ-ಅಂಶ ಮತ್ತು ಫಂಡ್ ಹೆಸರುಗಳು ಎರಡೂ ಭಾಷೆಗಳಲ್ಲಿ ಒಂದೇ.
| ⚖ 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 | 11.9% | 19.1% | 14.8% | 0.93 | 1.08 | 15.2 | 8.0 | 0.86 | 5★ | 18.7 | 0.92% | ₹1.8k Cr | 13.7y | |
| SBI BankIng And FIn Services SBI | 74 | Buy | 4.7% | 16.1% | 12.8% | 0.82 | 0.86 | 14.4 | 5.6 | 0.85 | — | 16.2 | 1.16% | ₹10.9k Cr | 11.5y | |
| DSP BankIng & FInancial Services DSP | 72 | Buy | 18.1% | — | — | 0.67 | 0.95 | 16.7 | 8.6 | 0.91 | — | 19.4 | 0.83% | ₹2.1k Cr | 2.8y | |
| Bandhan FInancial Services Bandhan | 71 | Buy | 6.6% | 16.1% | — | 0.74 | 0.87 | 16.1 | 5.4 | 0.91 | 4★ | 18.7 | 0.90% | ₹1.1k Cr | 3.1y | |
| Quant BFSI Quant | 70 | Buy | 21.6% | 22.4% | — | 0.96 | 1.15 | 18.4 | 12.2 | 0.76 | 5★ | — | 1.89% | ₹891 Cr | 3.2y | |
| Sundaram FIn Services Opp Sundaram | 68 | Buy | 12.3% | 13.8% | 14.3% | 0.61 | 0.61 | 16.6 | 3.0 | 0.99 | 4★ | — | 0.86% | ₹1.7k Cr | 13.7y | |
| Mirae Asset BankIng And FIn Services Mirae Asset | 67 | Buy | 9.4% | 13.5% | 13.2% | 0.61 | 0.63 | 15.6 | 2.8 | 0.94 | 4★ | 17.8 | 0.71% | ₹2.3k Cr | 5.7y | |
| Baroda BNP Paribas BankIng And FIn Services Pan B Baroda BNP Paribas | 64 | Buy | 8.7% | 15.4% | 12.7% | 0.72 | — | 15.7 | 4.5 | 0.95 | — | — | 1.08% | ₹437 Cr | 13.7y | |
| HSBC FIn Services HSBC | 63 | Buy | 15.6% | — | — | 0.71 | 1.05 | 16.9 | 4.3 | 0.98 | — | — | 0.98% | ₹929 Cr | 1.5y | |
| Kotak BankIng & FInancial Services Kotak | 59 | Hold | 10.1% | 13.7% | — | 0.61 | 0.61 | 16.1 | 2.6 | 1.00 | 4★ | 17.0 | 0.83% | ₹1.5k Cr | 3.5y | |
| Motilal Oswal Services Motilal Oswal | 56 | Hold | 15.1% | — | — | 0.56 | 0.81 | 15.4 | 10.7 | 0.74 | — | 33.1 | 1.41% | ₹124 Cr | 1.2y | |
| Nippon India BankIng And FInancial Services Nippon India | 55 | Hold | 7.0% | 12.6% | 13.7% | 0.40 | 0.56 | 15.3 | 2.5 | 0.91 | 4★ | 19.8 | 1.05% | ₹7.8k Cr | 13.7y | |
| HDFC BankIng & FIn Services HDFC | 51 | Hold | 10.0% | 13.0% | 12.6% | 0.41 | 0.58 | 15.8 | 2.7 | 0.94 | 4★ | 17.9 | 0.94% | ₹4.6k Cr | 5.2y | |
| Edelweiss FIn Services Edelweiss | 51 | Hold | — | — | — | — | — | — | — | — | — | — | 0.96% | ₹275 Cr | 0.6y | |
| Bajaj Finserv Banking And Fin Services Bajaj Finserv | 50 | Hold | — | — | — | — | — | — | — | — | — | 18.6 | 1.08% | ₹503 Cr | 0.8y | |
| Kotak Services Kotak | 49 | Hold | 10.1% | 13.7% | — | 0.43 | 0.61 | 16.6 | 3.2 | 0.98 | — | 19.7 | 1.24% | ₹751 Cr | 0.6y | |
| Groww BankIng & FInancial Services Groww | 47 | Hold | 17.8% | — | — | 0.44 | 0.62 | 16.0 | 2.9 | 0.89 | — | 18.3 | 1.19% | ₹83 Cr | 2.6y | |
| Tata BankIng And FIn Services Tata | 46 | Hold | 8.0% | 12.6% | 12.7% | 0.39 | 0.55 | 15.4 | 2.4 | 0.90 | — | 19.0 | 0.91% | ₹3.2k Cr | 10.7y | |
| Canara Robeco BankIng And FIns Services Canara Robeco | 46 | Hold | — | — | — | — | — | — | — | — | — | 19.9 | 1.13% | ₹632 Cr | 0.5y | |
| UTI BankIng And FIn Services UTI | 45 | Hold | 7.5% | 13.1% | 11.9% | 0.60 | 0.58 | 15.7 | 2.6 | 0.94 | — | 18.3 | 1.36% | ₹1.4k Cr | 13.7y | |
| MahIndra Manulife BankIng & FIn Services Mahindra Manulife | 43 | Avoid | 13.7% | — | — | — | — | — | — | — | — | 19.5 | 1.23% | ₹460 Cr | 1.2y | |
| ITI BankIng And FInancial Services ITI | 36 | Avoid | 12.1% | 13.0% | — | 0.40 | 0.55 | 16.2 | 2.6 | 0.96 | 3★ | 18.3 | 1.19% | ₹386 Cr | 4.8y | |
| WhiteOak Capital BankIng & FInancial Services WhiteOak | 33 | Avoid | 7.9% | — | — | 0.39 | 0.54 | 16.2 | 1.8 | 0.93 | — | 16.3 | 1.08% | ₹653 Cr | 2.6y | |
| ICICI Pru BankIng And FIn Services ICICI Pru | 32 | Avoid | 1.1% | 10.4% | 9.9% | 0.29 | 0.41 | 13.6 | 0.6 | 0.81 | — | — | 1.20% | ₹11.2k Cr | 13.7y | |
| ABSL BankIng And FIn Services Aditya Birla Sun Life | 31 | Avoid | 8.0% | 11.1% | 11.1% | 0.29 | 0.40 | 15.9 | 0.8 | 0.94 | — | — | 1.15% | ₹3.6k Cr | 12.7y | |
| Motilal Oswal FIn Services Motilal Oswal | 18 | Avoid | — | — | — | — | — | — | — | — | — | 33.1 | 1.27% | ₹203 Cr | 0.6y | |
| Bank Of India BankIng & FIn Services Bank of India | 18 | Avoid | — | — | — | — | — | — | — | — | — | 16.2 | 1.61% | ₹274 Cr | 0.7y | |
| LIC MF BankIng And FIn Services LIC | 16 | Avoid | 8.3% | 9.0% | 9.9% | 0.16 | 0.21 | 15.9 | -1.3 | 0.93 | 3★ | 19.6 | 1.72% | ₹270 Cr | 11.5y | |
| Helios FInancial Services Helios | 16 | Avoid | 5.0% | — | — | 0.08 | 0.12 | 17.3 | 2.2 | 1.02 | — | 20.9 | 1.09% | ₹203 Cr | 2.2y | |
| Taurus BankIng & FIn Services Taurus | 11 | Avoid | 1.8% | 8.9% | 9.8% | 0.15 | 0.21 | 15.7 | -1.4 | 0.94 | — | — | 1.84% | ₹11 Cr | 13.7y | |
| Baroda BNP Paribas Services Baroda BNP Paribas | 2 | Avoid | — | — | — | — | — | — | — | — | 4★ | — | — | ₹0 Cr | 0.1y |
Banking & Financial — ತ್ವರಿತ ಉತ್ತರಗಳು
›ಈಗ ಅತ್ಯುತ್ತಮ Banking & Financial ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯಾವುದು?
Invesco India Fin Services ಈಗ 31 Banking & Financial ಫಂಡ್ಗಳಲ್ಲಿ #1 — FundLens Smart Score 88/100 (Strong Buy). 3 ವರ್ಷದ ರಿಟರ್ನ್ 19.1%, 5 ವರ್ಷದ 14.8%, ಎಕ್ಸ್ಪೆನ್ಸ್ ರೇಶಿಯೋ 0.92% (ಡೈರೆಕ್ಟ್ ಪ್ಲಾನ್). ರ್ಯಾಂಕಿಂಗ್ 08 Sept 2026ರ ಡೇಟಾದಿಂದ.
›ಯಾವ Banking & Financial ಫಂಡ್ನ ರಿಸ್ಕ್-ಅಡ್ಜಸ್ಟೆಡ್ ರಿಟರ್ನ್ ಅತ್ಯುತ್ತಮ?
ಸಾರ್ಟಿನೋ ರೇಶಿಯೋ ಪ್ರಕಾರ Quant BFSI ಕೆಟಗರಿಯಲ್ಲಿ ಮುಂಚೂಣಿಯಲ್ಲಿದೆ — 1.15 (ಶಾರ್ಪ್ 0.96). ಅಂದರೆ ಇಳಿಕೆಯ ಪ್ರತಿ ಯುನಿಟ್ ರಿಸ್ಕ್ಗೆ ಗರಿಷ್ಠ ರಿಟರ್ನ್.
›ಅತಿ ಕಡಿಮೆ ಎಕ್ಸ್ಪೆನ್ಸ್ ರೇಶಿಯೋ ಇರುವ Banking & Financial ಫಂಡ್ ಯಾವುದು?
Mirae Asset BankIng And FIn Services — ವಾರ್ಷಿಕ 0.71% (ಡೈರೆಕ್ಟ್ ಪ್ಲಾನ್), ಕೆಟಗರಿಯಲ್ಲಿ ಅತಿ ಕಡಿಮೆ. ಕಡಿಮೆ ಶುಲ್ಕ ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ನಿಮ್ಮ ಪರವಾಗಿ ಕಾಂಪೌಂಡ್ ಆಗುತ್ತದೆ.
›AUM ಪ್ರಕಾರ ಅತಿ ಚಿಕ್ಕ Banking & Financial ಫಂಡ್ ಯಾವುದು?
Baroda BNP Paribas Services — ₹0 Cr, ಕೆಟಗರಿಯಲ್ಲಿ ಅತಿ ಚಿಕ್ಕದು. ಚಿಕ್ಕ ಫಂಡ್ಗಳು ಚುರುಕಾಗಿರಬಹುದು, ಆದರೆ ಗಾತ್ರವನ್ನೇ ಗುಣವೆಂದು ಭಾವಿಸಬೇಡಿ.
›Banking & Financial ಫಂಡ್ನಲ್ಲಿ ಎಷ್ಟು ಕಾಲ ಹೂಡಿಕೆ ಇಡಬೇಕು?
Banking & Financial ಫಂಡ್ಗಳ ರಿಸ್ಕ್ ಬಹಳ ಹೆಚ್ಚು, ಹಾಗಾಗಿ ಸಾಮಾನ್ಯವಾಗಿ 7+ ವರ್ಷ ದೃಷ್ಟಿಕೋನ ಜಾಣತನ. Concentrated on banks, NBFCs and insurers — a leveraged bet on the economy. ಇದು ಸಂಶೋಧನೆ, ಹೂಡಿಕೆ ಸಲಹೆ ಅಲ್ಲ.
ಇದೇ ಉತ್ತರಗಳು ಸಂಭಾಷಣೆಯಲ್ಲಿ ಬೇಕೆ? FundLens ಅನ್ನು ಕೇಳಿ