SBI Banking & Financial Services Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Banking & Financial Services Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹10,845 Cr
N/A
2.05
For exit on or before 30 days from the date of allotment - 0.50%.For exit after 30 days from the date of allotmentNil.
Nifty Financial Services Total Return
SBI Banking & Financial Services Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.28 | 1.68 | 5.80 |
| 6M | -2.28 | 4.51 | 34.42 |
| 1Y | 2.39 | 6.13 | 39.48 |
| 3Y | 14.91 | 19.18 | 80.33 |
Portfolio Analysis
- Equity: 96.80%
- Debt: 3.20%
- Others
About Fund SBI Banking & Financial Services Fund Growth
SBI Banking & Financial Services Fund Growth managed by SBI Mutual Fund,is a Bankingscheme with Assets Under Management of ₹10,845 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.05. Under the expert guidance of Milind Agrawal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Milind Agrawal
Mr. Milind Agrawal holds B. Tech.- Mechanical Engineering, PGDM - Finance, CFA. Prior to joining SBI Mutual Fund he had worked with Goldman Sachs Services Pvt. Ltd. and Vadilal Enterprises Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Banking & Financial Services Fund Growth | 3 | 1,429 CR | 2.42 |
| Nippon India Banking & Financial Services Fund Growth | 4 | 7,788 CR | 1.89 |
| Baroda BNP Paribas Banking and Financial Services Fund Growth | 2 | 421 CR | 2.83 |
| Sundaram Financial Services Opportunities Fund Growth | 5 | 1,681 CR | 2.17 |
| SBI Banking & Financial Services Fund Growth | 4 | 10,844 CR | 2.05 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Banking & Financial Services Fund Growth | 2.2594 | 40.708 |
| This FundNippon India Banking & Financial Services Fund Growth | 1.8607 | 42.6542 |
| This FundBaroda BNP Paribas Banking and Financial Services Fund Growth | 2.3584 | 44.6272 |
| This FundSundaram Financial Services Opportunities Fund Growth | 3.9559 | 45.378 |
| This FundSBI Banking & Financial Services Fund Growth | 2.3895 | 51.7162 |
SBI Banking & Financial Services Fund Growth FAQs
- 1 Month : 0.28%
- 6 Months : -2.28%
- 1 Year : 2.39%
- 3 Years : 14.91%
