• Mutual Funds
  • SBI Banking & Financial Services fund (Growth)

Formerly SBI Banking & Financial Services Reg Gr

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SBI Banking & Financial Services fund (Growth)

EquitySectoral / Thematic - Bfsi

24.5479

NAV (Jan 21)

17.1%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in sectoral / thematic - bfsi mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - bfsi mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

2,977 Cr. Large within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

24.5479

NAV (Jan 21)

Fund Returns

Last 1Y

13.4%

Last 3Y

14.4%

Last 5Y

17.1%

Last 10Y

NA

Since Inception

13.9%

6 Month CAGR

4.3%

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Scheme Information

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However,there can be no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

1.96

Launched (7y ago)

Feb 26, 2015

AUM in Crores

2976.459

ISIN

INF200KA1473

Lock-in

No Lock-in

Benchmark

IISL Nifty Financial Services TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Milind Agrawal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Fund NameScripbox Opinion
Till Date CAGR

23.4%

20.2%

5.6%

7.2%

23.4%

%

4.8%

5.8%

4.8%

5.8%

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
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SBI Banking & Financial Services fund (G) Review

SBI Banking & Financial Services fund (G) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 13.9% over a period of 6 years. The fund was previously known as SBI Banking & Financial Services Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Milind Agrawal.

Nav of SBI Banking & Financial Services fund (G) as of 21/01/2022 is ₹24.55 with the total AUM as of 24/01/2022 is ₹2976.459. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Banking & Financial Services fund (G) was launched on Feb 26, 2015. The category risk of the fund is Very High Risk.

The minimum SIP amount for SBI Banking & Financial Services fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

SBI Banking & Financial Services fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Financial Services TR INR.

SBI Banking & Financial Services fund (G) is rated as a 3 fund in Equity and delivered 13.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Banking & Financial Services fund (G).

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