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- Sectoral-Banking Funds
- Average Return 16.61%
- No of Funds 14
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What is Sectoral-Banking Mutual Fund
Sectoral mutual funds are equity funds that put the entire money in one sector. For instance, an IT sector fund invests only in IT companies, a banking sector fund only in banks and so on. This one sector only exposure make them one of the riskiest mutual funds.
Advantages of Sectoral-Banking Funds
- Lack of diversification means if the sector faces challenging times, so will your investments
- Not more than 10% of your portfolio should be allocated to this fund category
- If you invest, be prepared to stay invested for at least 7+ year
Top schemes of Sectoral-Banking Mutual Funds sorted by Returns
14 funds
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- ETM Rank High to Low Genius Only
- Returns High to Low
- Fund Size High to Low
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- Annualized
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Returns for
- 1 Month
- 3 Months
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- 1 year
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via
- Monthly SIP
- One-time (Lumpsum)
High Growth Portfolio
Min SIP
₹ 5,000
5 Yrs Return
+26.96%p.a. +21.37%p.a. +44.81% +28.99%p.a. +37.5%p.a. +34.74% +43.01%p.a. +69.96%
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Sundaram Financial Services Opportunities Fund
#1 of 11
ETM Rank: Genius only 
Fund Size
₹1,444 Crs
Return (p.a)
+ 90.85%+ 5.08% + 27.45%+ 4.04% + 36.97%+ 9.63% + 31.61%+ 16.33% + 28.36%+ 50.38% + 25.72%+ 88.85%
ETM Rank
#1 of 11
Genius only
Invest
#5 of 11
ETM Rank: Genius only
Fund Size
₹6,138 Crs
Return (p.a)
+ 106.01%+ 5.7% + 39.1%+ 5.54% + 41.25%+ 10.63% + 31.47%+ 16.26% + 25.37%+ 44.42% + 25.31%+ 87.03%
ETM Rank
#5 of 11
Genius only
Invest
Invesco India Financial Services Fund
#2 of 11
ETM Rank: Genius only
Fund Size
₹978 Crs
Return (p.a)
+ 105.42%+ 5.68% + 47.39%+ 6.55% + 50.49%+ 12.73% + 41.68%+ 21.28% + 29.56%+ 52.84% + 25.23%+ 86.64%
ETM Rank
#2 of 11
Genius only
Invest
#7 of 11
ETM Rank: Genius only
Fund Size
₹6,120 Crs
Return (p.a)
+ 80.78%+ 4.65% + 31.79%+ 4.61% + 40.31%+ 10.41% + 36.54%+ 18.77% + 24.92%+ 43.53% + 22.23%+ 73.65%
ETM Rank
#7 of 11
Genius only
Invest
Tata Banking and Financial Services Fund
#3 of 11
ETM Rank: Genius only
Fund Size
₹2,302 Crs
Return (p.a)
+ 125.8%+ 6.45% + 44.14%+ 6.16% + 46.94%+ 11.94% + 31.24%+ 16.15% + 24.44%+ 42.6% + 22.03%+ 72.83%
ETM Rank
#3 of 11
Genius only
Invest
#6 of 11
ETM Rank: Genius only
Fund Size
₹3,271 Crs
Return (p.a)
+ 116.53%+ 6.11% + 36.83%+ 5.25% + 40.74%+ 10.51% + 28.84%+ 14.95% + 22.56%+ 38.95% + 21.84%+ 72.03%
ETM Rank
#6 of 11
Genius only
Invest
ICICI Prudential Banking and Financial Services Fund
#4 of 11
ETM Rank: Genius only
Fund Size
₹8,176 Crs
Return (p.a)
+ 118.46%+ 6.18% + 48.39%+ 6.67% + 47.14%+ 11.98% + 33.81%+ 17.42% + 22.07%+ 38.01% + 21.19%+ 69.32%
ETM Rank
#4 of 11
Genius only
Invest
UTI Banking and Financial Services Fund
#10 of 11
ETM Rank: Genius only
Fund Size
₹1,150 Crs
Return (p.a)
+ 98.47%+ 5.4% + 33.5%+ 4.83% + 39.67%+ 10.27% + 30.94%+ 16.0% + 22.5%+ 38.84% + 21.03%+ 68.67%
ETM Rank
#10 of 11
Genius only
Invest
Bandhan Financial Services Fund
Unranked
ETM Rank: Genius only
Fund Size
₹926 Crs
Return (p.a)
+ 168.54%+ 7.87% + 63.26%+ 8.36% + 56.73%+ 14.11% + 43.61%+ 22.22% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Unranked
ETM Rank: Genius only
Fund Size
₹840 Crs
Return (p.a)
+ 309.64%+ 11.42% + 84.8%+ 10.6% + 70.81%+ 17.08% N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Unranked
ETM Rank: Genius only
Fund Size
₹3,618 Crs
Return (p.a)
+ 122.06%+ 6.31% + 35.43%+ 5.08% + 41.19%+ 10.62% + 30.84%+ 15.95% + 23.89%+ 41.52% N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Unranked
ETM Rank: Genius only
Fund Size
₹949 Crs
Return (p.a)
+ 107.54%+ 5.76% + 36.23%+ 5.18% + 44.72%+ 11.43% + 33.54%+ 17.29% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Mirae Asset Banking and Financial Services Fund
Unranked
ETM Rank: Genius only
Fund Size
₹1,822 Crs
Return (p.a)
+ 83.87%+ 4.78% + 23.37%+ 3.48% + 37.58%+ 9.78% + 29.33%+ 15.2% + 23.24%+ 40.26% N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Quant BFSI Fund
Unranked
ETM Rank: Genius only
Fund Size
₹655 Crs
Return (p.a)
+ 92.69%+ 5.16% + 18.46%+ 2.8% + 30.12%+ 7.98% + 42.32%+ 21.59% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
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Sectoral-Banking Funds Returns Calculator
See what your investment would have yielded in
Select fund
Sundaram Financial Services Opportunities Fund
- Sundaram Financial Services Opportunities Fund
- Nippon India Banking & Financial Services Fund
- Invesco India Financial Services Fund
- SBI Banking & Financial Services Fund
- Tata Banking and Financial Services Fund
- Aditya Birla Sun Life Banking & Financial Services Fund
- ICICI Prudential Banking and Financial Services Fund
- UTI Banking and Financial Services Fund
- Bandhan Financial Services Fund
- DSP Banking & Financial Services Fund
- HDFC Banking & Financial Services Fund
- Kotak Banking & Financial Services Fund
- Mirae Asset Banking and Financial Services Fund
- Quant BFSI Fund
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Minimum: ₹1,000
for a period of for
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Invested Gains
You would have got
Total investment Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
Current value Current value ₹ 9.33 Lakh
This fund has generated an XIRR of 25.72% over the past 5 Years
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- How to invest in Sectoral-Banking Funds?
- Frequently Asked Questions
How to invest in Sectoral-Banking Funds?
It is quite easy to invest in Sectoral-Banking mutual funds on ET Money. Here are the steps that you have to follow.
- Register online on ET Money app or website
- Head to Mutual Funds sections and choose the Sectoral-Banking fund you want to invest in.
- Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
- Provide your KYC details (Pan number, Bank details) and complete your investment.
Frequently Asked Questions
Which are the best Sectoral-Banking Mutual Funds to invest in 2024?
These are top 5 Sectoral-Banking funds you can invest in 2024
| Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
|---|---|---|---|---|
| Equity | Unranked | NA | ||
| Bandhan Financial Services Fund | Equity | Unranked | NA | |
| Invesco India Financial Services Fund | Equity | # 2 of 11 | 21.03 % p.a. | |
| Equity | Unranked | NA | ||
| Equity | # 6 of 11 | 18.16 % p.a. |
How long should I stay invested in Sectoral-Banking Mutual Funds?
Since Sectoral-Banking Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.
Where do Sectoral-Banking Mutual Funds invest?
Sectoral Funds have to invest at least 80% of their assets in stocks of companies operating in a particular sector. For instance, a Banking Sectoral Fund will invest only in stocks of banks, NBFCs, and other financial institutions. Due to this narrow sector focus, these funds lack diversification and therefore carry high risk.
Are Sectoral-Banking Mutual Funds high risk?
Sectoral-Banking Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.
What kind of returns can i earn from Sectoral-Banking ?
Sectoral-Banking Funds have on an average delivered 19.0% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 16.61% and 15.9% p.a.
Should i invest in Sectoral-Banking Mutual Funds?
Sectoral Funds are some of the riskiest Mutual Funds. Since these funds invest only in one sector, there is no sector diversification, and that is the main reason for their high risk. If the sector goes down, all the stocks in the portfolio will go down with nothing to cushion this fall. These funds are suitable only for experienced investors, and even then, not more than 10% of the portfolio should be in these funds.
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