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SBI Banking & Financial Services Fund (G)

SBI Banking & Financial Services Fund (G)

Equity | Sectoral / Thematic
Returns 2.43% annually for last 1 yr
NAV on 21 Aug 2026₹43.9
Min SIP Amount₹500

About SBI Banking & Financial Services Fund (G)

SBI Banking & Financial Services Fund (G) has an Asset Under Management (AUM) of Rs. 10872.13 Cr as on 2026-08-21. The fund has an expense ratio of 2.15, which is quite reasonable as compared to most other Equity mutual fund schemes.

Key features of SBI Banking & Financial Services Fund (G)

SBI Banking & Financial Services Fund (G) is a Equity mutual fund scheme from SBI Mutual Fund. This fund has been launched on 2015-02-11. The sub-category of this fund is Sectoral / Thematic. The 1-year, 3-year and 5-year returns of this fund were 2.43, 16.37 and 13.06 respectively.

Fund age
11 years6 months
AUM
₹ 10,872.13 Cr
Lock-in Period
0
Exit Load
For exit within 30 Days from the date of allotment 0.50%. For exit after 30 Days from the date of allotment - NIL.
Expense ratio
2.15%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

₹ 

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Banks59.09%
Finance21.3%
Debt9.33%
Insurance8.99%
Capital Markets6.85%
Others2.59%

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