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Financial Services Fund

Here you get all mutual funds focused on the financial services sector. These schemes invest in companies offering banking, insurance, asset management, and other financial activities. By looking at these funds, you can see how businesses in the finance domain perform collectively and decide if such exposure fits your investment perspective.

List of Funds in Financial Sector

Name
NAV
AUM (in Cr.)
1M Returns
3M Returns
1 Yr Returns
3 Yr Returns
5 Yr Returnssort_arrow
Rating
Exp Ratio
Risk
Min Monthly SIP
Min Lumpsum
Category
Sub Category
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Fund Direct - Growth

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Fund Direct - Growth

54.45

214.94 -2.68% -5.55% 12.71%14.05%16.62%

2

star
1.12%Very High500100OtherFoFs Domestic
Sundaram Financial Services Opportunities Fund Direct - Growth

Sundaram Financial Services Opportunities Fund Direct - Growth

103.64

1,424.32 -3.18% -7.41% 6.53%16.66%15.30%

5

star
0.79%Very High100100EquitySectoral / Thematic
Invesco India Financial Services Fund Direct - Growth

Invesco India Financial Services Fund Direct - Growth

145.78

1,147.73 -5.61% -6.28% 14.35%16.94%15.25%

5

star
0.88%Very High1001,000EquitySectoral / Thematic
SBI Banking & Financial Services Fund Direct - Growth

SBI Banking & Financial Services Fund Direct - Growth

41.33

6,621.57 -4.07% -4.31% 16.45%15.59%14.35%

4

star
0.73%Very High5005,000EquitySectoral / Thematic
Nippon India Banking & Financial Services Fund Direct - Growth

Nippon India Banking & Financial Services Fund Direct - Growth

600.71

6,282.05 -3.22% -6.95% 9.68%15.55%14.07%

3

star
1.06%Very High1005,000EquitySectoral / Thematic
Aditya Birla Sun Life Financial Planning FoF Moderate Plan Fund Direct - Growth

Aditya Birla Sun Life Financial Planning FoF Moderate Plan Fund Direct - Growth

42.07

36.03 -1.47% -3.53% 11.69%12.26%13.92%

3

star
1.20%High100500OtherFoFs Domestic
Tata Banking and Financial Services Fund Direct - Growth

Tata Banking and Financial Services Fund Direct - Growth

43.51

2,344.96 -3.31% -6.41% 9.08%14.81%13.50%

5

star
0.55%Very High1005,000EquitySectoral / Thematic
Aditya Birla Sun Life Banking & Financial Services Fund Direct - Growth

Aditya Birla Sun Life Banking & Financial Services Fund Direct - Growth

59.46

3,173.35 -4.48% -7.98% 5.54%11.53%12.19%

4

star
1.08%Very High1001,000EquitySectoral / Thematic
ICICI Prudential Banking and Financial Services Fund Direct - Growth

ICICI Prudential Banking and Financial Services Fund Direct - Growth

132.12

8,987.36 -3.15% -6.40% 12.48%11.88%11.58%

4

star
1.02%Very High1005,000EquitySectoral / Thematic
Aditya Birla Sun Life Financial Planning FoF Conservative Plan Fund Direct - Growth

Aditya Birla Sun Life Financial Planning FoF Conservative Plan Fund Direct - Growth

34.17

17.15 -0.38% -1.48% 10.62%10.54%11.35%

3

star
1.14%High500500OtherFoFs Domestic
Baroda BNP Paribas Banking and Financial Services Fund Direct - Growth

Baroda BNP Paribas Banking and Financial Services Fund Direct - Growth

47.17

212.89 -4.21% -5.54% 11.47%14.05%11.35%

4

star
0.92%Very High5005,000EquitySectoral / Thematic
Taurus Banking & Financial Services Fund Direct - Growth

Taurus Banking & Financial Services Fund Direct - Growth

53.40

10.71 -4.59% -7.24% 4.88%11.08%11.12%

4

star
1.78%Very High500500EquitySectoral / Thematic
UTI Banking and Financial Services Fund Direct - Growth

UTI Banking and Financial Services Fund Direct - Growth

187.30

1,154.26 -5.06% -7.57% 7.27%12.69%10.92%

3

star
1.19%Very High5005,000EquitySectoral / Thematic
LIC MF Banking & Financial Services Fund Direct - Growth

LIC MF Banking & Financial Services Fund Direct - Growth

20.65

256.09 -5.20% -8.49% -0.03%9.09%9.11%

3

star
1.05%Very High2005,000EquitySectoral / Thematic
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct - Growth

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct - Growth

10.11

142.84 0.61% 0.00% 0.00%0.00%0.00%NA0.15%Moderate1,0005,000OtherIndex Fund
Aditya Birla Sun Life Crisil-ibx AAA Financial Services Index-sep 2027 Fund-direct Plan-growth

Aditya Birla Sun Life Crisil-ibx AAA Financial Services Index-sep 2027 Fund-direct Plan-growth

10.13

87.91 0.62% 0.00% 0.00%0.00%0.00%NA0.15%Moderate1,0001,000OtherIndex Fund
Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Direct - Growth

Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Direct - Growth

10.07

1,729.51 0.63% 0.00% 0.00%0.00%0.00%NA0.15%Moderately Low1,0001,000OtherIndex Fund
DSP Banking & Financial Services Fund Direct - Growth

DSP Banking & Financial Services Fund Direct - Growth

11.76

1,022.82 -2.58% -4.24% 15.02%0.00%0.00%NA0.70%Very High100100EquitySectoral / Thematic
HDFC Banking And Financial Services Fund Direct Growth

HDFC Banking And Financial Services Fund Direct Growth

15.82

3,656.50 -4.57% -6.81% 8.22%13.82%0.00%

4

star
0.84%Very High100100EquitySectoral / Thematic
Helios Financial Services Fund Direct - Growth

Helios Financial Services Fund Direct - Growth

10.48

148.17 -6.23% -6.15% 0.00%0.00%0.00%NA0.77%Very High1,0005,000EquitySectoral / Thematic
ICICI Prudential CRISIL-IBX AAA Bond Financial Services Index - Dec 2026 Fund Direct - Growth

ICICI Prudential CRISIL-IBX AAA Bond Financial Services Index - Dec 2026 Fund Direct - Growth

10.00

0.00 0.00% 0.00% 0.00%0.00%0.00%NA0.00%Moderately Low01,000OtherIndex Fund
Bandhan Financial Services Fund Direct - Growth

Bandhan Financial Services Fund Direct - Growth

13.58

957.85 -5.14% -6.52% 13.36%0.00%0.00%NA0.62%Very High1001,000EquitySectoral / Thematic
Groww Banking & Financial Services Fund - Direct Plan - Growth

Groww Banking & Financial Services Fund - Direct Plan - Growth

10.54

48.65 -7.64% -8.96% 0.00%0.00%0.00%NA0.36%Very High500500EquitySectoral / Thematic
ITI Banking and Financial Services Fund Direct - Growth

ITI Banking and Financial Services Fund Direct - Growth

13.99

268.29 -3.88% -5.48% 6.19%11.25%0.00%

2

star
0.44%Very High5005,000EquitySectoral / Thematic
Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct - Growth

Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct - Growth

10.30

442.93 0.60% 1.74% 0.00%0.00%0.00%NA0.20%Moderate100100OtherIndex Fund
Kotak Banking & Financial Services Fund Direct - Growth

Kotak Banking & Financial Services Fund Direct - Growth

14.07

1,032.57 -5.02% -6.88% 10.74%0.00%0.00%NA0.68%Very High100100EquitySectoral / Thematic
Kotak Nifty Financial Services Ex-Bank Index Fund Direct - Growth

Kotak Nifty Financial Services Ex-Bank Index Fund Direct - Growth

13.20

38.87 -1.82% -5.98% 9.79%0.00%0.00%NA0.23%Very High100100OtherIndex Fund
Mirae Asset Banking and Financial Services Fund Direct - Growth

Mirae Asset Banking and Financial Services Fund Direct - Growth

19.01

1,799.51 -5.60% -7.04% 9.46%13.29%0.00%

4

star
0.62%Very High995,000EquitySectoral / Thematic
Motilal Oswal Nifty Midsmall Financial Services Index Fund - Direct Plan - Growth

Motilal Oswal Nifty Midsmall Financial Services Index Fund - Direct Plan - Growth

10.27

14.17 -3.60% 0.00% 0.00%0.00%0.00%NA0.50%Very High500500OtherIndex Fund
Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct - Growth

Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct - Growth

14.94

17.46 -2.44% -6.85% 6.14%0.00%0.00%NA0.31%Very High500500OtherIndex Fund
Nippon India Crisil - IBX AAA Financial Services - Dec 2026 Index Fund Direct Plan Growth

Nippon India Crisil - IBX AAA Financial Services - Dec 2026 Index Fund Direct Plan Growth

10.17

88.94 0.56% 0.00% 0.00%0.00%0.00%NA0.15%Moderately Low1001,000OtherIndex Fund
Nippon India Crisil - IBX AAA Financial Services - Jan 2028 Index Fund Direct Plan Growth

Nippon India Crisil - IBX AAA Financial Services - Jan 2028 Index Fund Direct Plan Growth

10.17

138.13 0.59% 0.00% 0.00%0.00%0.00%NA0.15%Moderate1001,000OtherIndex Fund
Tata Nifty Financial Services Index Fund Direct - Growth

Tata Nifty Financial Services Index Fund Direct - Growth

10.74

54.33 -4.55% -6.06% 0.00%0.00%0.00%NA0.39%Very High1005,000OtherIndex Fund
WhiteOak Capital Banking & Financial Services Fund Direct - Growth

WhiteOak Capital Banking & Financial Services Fund Direct - Growth

11.13

309.78 -4.82% -5.38% 0.00%0.00%0.00%NA0.68%Very High100500EquitySectoral / Thematic

Please Note:

  • 1M, 3M and 1 Yr returns are Absolute. 3 Yr and 5 Yr returns are Annualized.
  • Fund Rating is sourced from Morningstar.
  • "Exp Ratio" is a short-form used for "Expense Ratio" - In simple terms it is a fee charged by the AMC for managing your money.

*The schemes mentioned above are just for research purpose and not recommendations. Please do your own due diligence before investing.

Frequently Asked Questions

Look at the fund's allocation across banking, insurance, and fintech companies. Assess its performance during economic cycles, expense ratio, and the expertise of the fund manager. Ensure the fund aligns with your investment horizon and risk tolerance.
These funds provide exposure to the growing financial sector, driven by increasing demand for banking, credit, and insurance. Investing in them offers a chance to benefit from India’s economic growth and rising consumer spending on financial services.
Financial services funds allow you to participate in the success of companies driving economic growth. They offer sector-specific focus with the potential for high returns, as the financial industry often grows with a developing economy like India’s.
These funds are sensitive to changes in interest rates, government policies, and economic conditions. A downturn in the financial sector or market volatility can significantly impact returns, making them riskier than diversified mutual funds.
These funds are ideal for investors who believe in the long-term potential of the financial industry. They suit individuals with a moderate to high-risk appetite and those seeking sectoral exposure for portfolio diversification.
On Dhan, look for funds concentrating on banks, NBFCs, and other financial institutions. Understand their portfolio mix and track record. Begin a SIP for methodical contributions or go for a lump sum if you want immediate market exposure.

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