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EquitySector - Financial Services

SBI Banking & Financial Services Direct Growth

3Y Annualised

23.50%

-1.03% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.52%

-1.03% 1D

Benchmark

SBI Nifty 10 yr Benchmark G-Sec ETF

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

3 years 3 months

NIFTY 50

4 years 7 months

FD

9 years 7 months

Fund info

Fund size

₹8537.50 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹5000

Exit load

0.005%

For exit on or before 30 Days from the date of allotment 0.50%. For exit after 30 days from the date of allotment Nil. The AMC reserves the right to modify / change the load structure on a prospective basis.

Risk Profile

Very High Risk

Fund Managers

MA
Milind AgrawalFund Manager Since 1 Aug 2019

About SBI Banking & Financial Services Direct Growth

SBI Banking & Financial Services Direct Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 10 years, having been launched on 2015-02-26. SBI Banking & Financial Services Direct Growth has ₹8537.50 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of SBI Banking & Financial Services Direct Growth as of Fri Jul 18 2025 is ₹47.6392. The fund has an expense ratio of 0.76%, which is medium comparable to most other Equity funds.

SBI Banking & Financial Services Direct Growth returns for the last 1 year are 14.44%. Since launch, it has delivered 16.21% average annual returns.

The SBI Banking & Financial Services Direct Growth has the majority of its money invested in Financial Services sectors.

Top 5 Holdings of SBI Banking & Financial Services Direct Growth.

  1. HDFC Bank Ltd: 23.01%
  2. Kotak Mahindra Bank Ltd: 7.83%
  3. ICICI Bank Ltd: 7.51%
  4. Axis Bank Ltd: 5.75%
  5. Max Financial Services Ltd: 5.56%

AMC Information

NameSBI Funds Management Ltd
Founding Date2015-02-26
Emailpartnerforlife@sbimf.com
Phone022 - 61793000
Websitewww.sbimf.com
Address9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai

Tax Implications of SBI Banking & Financial Services Direct Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from SBI Funds Management Ltd

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Estimated Returns in 3 Years

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Total Amount

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