सर्वोत्तम Banking & Financial फंड
बँका, NBFC आणि विमा कंपन्यांवर केंद्रित — अर्थव्यवस्थेवर मोठी पैज.
डेटा अपडेट · 31 डायरेक्ट-ग्रोथ फंड, 0–100 Smart Score ने रँक केलेले
| ⚖ VS | फंड | स्कोर ↓ | निर्णय | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | खर्च | AUM | वय |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Fin Services Invesco | 88 | स्ट्राँग बाय | -1.9% | 14.8% | 11.9% | 0.67 | 0.75 | 16.1 | 6.5 | 0.88 | 5★ | 18.7 | 0.96% | ₹1.8k Cr | 13.8y | |
| SBI BankIng And FIn Services SBI | 78 | स्ट्राँग बाय | -6.3% | 14.1% | 10.2% | 0.62 | 0.71 | 14.8 | 5.0 | 0.86 | — | 16.1 | 1.19% | ₹10.4k Cr | 11.7y | |
| Quant BFSI Quant | 70 | बाय | 3.1% | 18.1% | — | 0.81 | 0.93 | 18.8 | 11.5 | 0.77 | 5★ | 12.2 | 1.95% | ₹900 Cr | 3.3y | |
| DSP BankIng & FInancial Services DSP | 68 | बाय | 0.6% | — | — | 0.40 | 0.55 | 16.9 | 5.8 | 0.92 | — | 17.7 | 0.81% | ₹2.0k Cr | 2.9y | |
| Bandhan FInancial Services Bandhan | 67 | बाय | -6.2% | 12.5% | — | 0.54 | 0.62 | 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 | बाय | -4.5% | 11.2% | 10.0% | 0.42 | 0.47 | 16.4 | 2.2 | 0.96 | 4★ | 17.5 | 0.78% | ₹2.2k Cr | 5.9y | |
| Sundaram FIn Services Opp Sundaram | 61 | होल्ड | -1.9% | 10.7% | 11.5% | 0.40 | 0.40 | 17.1 | 2.1 | 0.99 | 4★ | 13.4 | 0.93% | ₹1.6k Cr | 13.8y | |
| Baroda BNP Paribas BankIng And FIn Services Pan B Baroda BNP Paribas | 60 | होल्ड | -4.8% | 12.8% | 9.3% | 0.52 | — | 16.4 | 3.8 | 0.96 | — | — | 1.08% | ₹516 Cr | 13.8y | |
| Kotak BankIng & FInancial Services Kotak | 59 | होल्ड | -3.9% | 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 | होल्ड | -3.2% | 10.8% | 9.8% | 0.41 | 0.43 | 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 | होल्ड | -6.9% | 9.9% | 10.6% | 0.37 | 0.36 | 15.9 | 1.2 | 0.94 | 4★ | 17.6 | 1.07% | ₹7.4k Cr | 13.8y | |
| UTI BankIng And FIn Services UTI | 56 | होल्ड | -4.8% | 11.4% | 9.2% | 0.45 | 0.48 | 16.1 | 2.6 | 0.94 | — | 16.4 | 1.45% | ₹1.3k Cr | 13.8y | |
| Edelweiss FIn Services Edelweiss | 50 | होल्ड | — | — | — | — | — | — | — | — | — | — | 0.98% | ₹274 Cr | 0.7y | |
| Canara Robeco BankIng And FIns Services Canara Robeco | 50 | होल्ड | — | — | — | — | — | — | — | — | — | 18.8 | 1.08% | ₹624 Cr | 0.7y | |
| Motilal Oswal Services Motilal Oswal | 49 | होल्ड | 4.3% | — | — | 0.24 | 0.34 | 15.4 | 8.2 | 0.75 | — | 32.2 | 1.34% | ₹136 Cr | 1.4y | |
| Kotak Services Kotak | 48 | होल्ड | -3.9% | 11.3% | — | 0.32 | 0.45 | 16.7 | 1.4 | 0.99 | — | 18.0 | 1.26% | ₹711 Cr | 0.7y | |
| Tata BankIng And FIn Services Tata | 46 | होल्ड | -6.6% | 9.8% | 9.7% | 0.36 | 0.36 | 16.6 | 1.1 | 0.97 | — | 18.6 | 0.93% | ₹3.1k Cr | 10.8y | |
| HSBC FIn Services HSBC | 45 | होल्ड | -0.9% | — | — | 0.27 | 0.39 | 17.0 | 0.7 | 0.99 | — | — | 0.96% | ₹903 Cr | 1.7y | |
| ITI BankIng And FInancial Services ITI | 44 | टाळा | -3.9% | 10.5% | — | 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 | टाळा | -1.9% | — | — | — | — | — | — | — | — | 18.6 | 1.16% | ₹445 Cr | 1.3y | |
| Bajaj Finserv Banking And Fin Services Bajaj Finserv | 42 | टाळा | — | — | — | — | — | — | — | — | — | 17.2 | 1.12% | ₹469 Cr | 1.0y | |
| Baroda BNP Paribas Services Baroda BNP Paribas | 40 | टाळा | — | — | — | — | — | — | — | — | — | 20.4 | — | ₹573 Cr | 0.2y | |
| WhiteOak Capital BankIng & FInancial Services WhiteOak | 38 | टाळा | -4.3% | — | — | 0.16 | 0.22 | 16.2 | 0.0 | 0.94 | — | 16.3 | 1.08% | ₹626 Cr | 2.7y | |
| ICICI Pru BankIng And FIn Services ICICI Pru | 37 | टाळा | -8.5% | 8.8% | 7.7% | 0.29 | 0.28 | 14.7 | -0.0 | 0.88 | — | — | 1.25% | ₹10.8k Cr | 13.8y | |
| ABSL BankIng And FIn Services Aditya Birla Sun Life | 33 | टाळा | -5.9% | 8.4% | 8.4% | 0.17 | 0.24 | 16.1 | -1.1 | 0.94 | — | — | 1.15% | ₹3.4k Cr | 12.9y | |
| Groww BankIng & FInancial Services Groww | 30 | टाळा | 1.1% | — | — | 0.14 | 0.19 | 16.1 | -0.2 | 0.90 | — | 16.9 | 1.26% | ₹107 Cr | 2.7y | |
| Motilal Oswal FIn Services Motilal Oswal | 18 | टाळा | — | — | — | — | — | — | — | — | — | 32.2 | 1.29% | ₹209 Cr | 0.7y | |
| Taurus BankIng & FIn Services Taurus | 16 | टाळा | -9.4% | 7.5% | 6.9% | 0.10 | 0.14 | 15.8 | -2.2 | 0.94 | — | — | 1.84% | ₹10 Cr | 13.8y | |
| Helios FInancial Services Helios | 14 | टाळा | -8.6% | — | — | -0.15 | -0.21 | 17.3 | 0.3 | 1.02 | — | 22.2 | 1.15% | ₹196 Cr | 2.3y | |
| Bank Of India BankIng & FIn Services Bank of India | 13 | टाळा | — | — | — | — | — | — | — | — | — | 15.3 | 1.68% | ₹249 Cr | 0.8y | |
| LIC MF BankIng And FIn Services LIC | 11 | टाळा | -9.0% | 5.7% | 6.2% | -0.02 | -0.03 | 16.3 | -4.2 | 0.94 | 2★ | 20.5 | 1.65% | ₹256 Cr | 11.6y |
Banking & Financial — झटपट उत्तरे
›सध्या सर्वोत्तम Banking & Financial म्युच्युअल फंड कोणता आहे?
Invesco India Fin Services सध्या 31 Banking & Financial फंडांमध्ये #1 आहे — FundLens Smart Score 88/100 (Strong Buy). 3 वर्षांचा रिटर्न 14.8%, 5 वर्षांचा 11.9%, एक्स्पेन्स रेशो 0.96% (डायरेक्ट प्लॅन). रँकिंग 23 Oct 2026 च्या डेटावर आधारित.
›कोणत्या Banking & Financial फंडाचा रिस्क-ॲडजस्टेड रिटर्न सर्वोत्तम आहे?
सॉर्टिनो रेशोनुसार Quant BFSI कॅटेगरीत सर्वात पुढे — 0.93 (शार्प 0.81). म्हणजे घसरणीच्या प्रत्येक युनिट रिस्कवर सर्वाधिक रिटर्न.
›सर्वात कमी एक्स्पेन्स रेशो असलेला Banking & Financial फंड कोणता?
Mirae Asset BankIng And FIn Services — वार्षिक 0.78% (डायरेक्ट प्लॅन), कॅटेगरीत सर्वात कमी. कमी फी दीर्घकाळात तुमच्या बाजूने कम्पाउंड होते.
›AUM नुसार सर्वात लहान Banking & Financial फंड कोणता?
Taurus BankIng & FIn Services — ₹10 Cr, कॅटेगरीत सर्वात लहान. लहान फंड चपळ असू शकतात, पण फक्त साइझला गुण मानू नका.
›Banking & Financial फंडात किती काळ गुंतवणूक ठेवावी?
Banking & Financial फंडांचा रिस्क खूप जास्त असतो, म्हणून साधारण 7+ वर्षे चा दृष्टिकोन शहाणपणाचा. बँका, NBFC आणि विमा कंपन्यांवर केंद्रित — अर्थव्यवस्थेवर मोठी पैज. हे संशोधन आहे, गुंतवणूक सल्ला नाही.
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