73
Banking & FinancialBuy
SBI BankIng And FIn Services
SBI · Direct–Growth · rank #2 of 31 by Smart Score
Data updated
Trailing returns
1 Year
0.8%
-0.7% vs index
3 Years
14.8%
+7.3% vs index
5 Years
12.3%
+3.4% vs index
Since launch
14.4%
Year-by-year performance
2021
+13.5%+0.5% vs index
2022
+14.9%-7.0% vs index
2023
+19.9%+7.0% vs index
2024
+20.9%+14.9% vs index
2025
+21.7%+3.8% vs index
2026
-5.5%-0.5% vs index
Why this score
SBI BankIng And FIn Services scores 73/100 — #2 of 31 Banking & Financial fund (Buy). It stands out for 3y return and sharpe ratio — beating 81% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
3Y return14.84% · 81st percentile in category
Sharpe ratio0.83 · 90th percentile in category
Volatility14.37 · 94th percentile in category
Fund size10872.95 Cr · 95th percentile in category
5Y return12.26% · 65th percentile in category
Alpha5.65 · 81st percentile in category
Top holdings
1.HDFC Bank Ltd13.48%
2.ICICI Bank Ltd10.79%
3.Kotak Mahindra Bank Ltd9.82%
4.Bajaj Finance Ltd7.52%
5.State Bank of India4.87%
40 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.