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SBI Banking & Financial Services Fund (G)

SBI Banking & Financial Services Fund (G)

EquitySectoral Fund4
Returns -7.25% annually for last 1 yr
Net Asset Value on 22 Oct 2026₹41.23
Min SIP Amount₹500
Min Lumpsum Amount₹5,000
Fund Size₹10,420.42 Cr

About SBI Banking & Financial Services Fund (G)

As on 2026-10-22, SBI Banking & Financial Services Fund (G) has an Asset Under Management (AUM) of ₹10420.42 Cr. The fund's expense ratio is 2.17 %, which is the fee charged by the fund house for managing the scheme. Investors can consider this metric along with the fund's objectives, risk profile, and performance history.

Calculate your SIP value

Total value

₹43,508

21% growth in 3 years

Estimated returns

₹7,508

Invested Amount

₹36,000

Investment Type

Investment Amount

₹

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Note

This calculator provides illustrative estimates only and should not be considered a guarantee of actual returns.

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

SBI Banking & Financial Services Fund (G) is a Equity mutual fund scheme managed by SBI Mutual Fund. It was launched on 2015-02-11 and is classified under the Sectoral Fund category. The fund's historical returns over different time periods can help investors understand its past performance. However, past performance does not guarantee future returns and should not be the sole basis for investment decisions.

Fund age
11 years8 months
Asset under management
₹ 10,420.42
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
2.17%
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

Very High

Your investment will be at Very High risk

Sector NameAllocation
Banks49.26%
Finance25.01%
Insurance10.01%
Debt4.97%
Capital Markets4.9%
Financial Technology (Fin3.46%

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Frequently Asked Questions

> Log in to the BFSL website. > Choose between Lumpsum or Systematic Investment Plan (SIP). > Choose your bank and preferred payment method. > An OTP will be sent to your registered email ID and mobile number. > Your transaction will be processed after OTP verification.

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