SBI BANKING & FINANCIAL SERVICES FUND


NAV : 19.494
(-0.2406arrow_downward)
AUM : ₹567 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.17%16.34%20.43%20.95%19.16%25.74%NA



Fund Details

An open-ended Equity Scheme investing in Banking and Financial Services sector.
NAV19.494
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio2.52%
Exit Load : For exit within 1 year from the date of allotment - 1%; For exit after 1 year from the date of allotment - Nil.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,739₹1,09,496₹243
After 1 year₹1,20,953₹1,19,531₹1,423
After 3 years₹1,98,820₹1,92,221₹6,599
After 20 years₹97,66,364₹77,98,438₹19,67,926

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 25.74% Past 3 yr Data

NAV History



Expense Ratio Trends





Fund 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 objectiveoftheSchemewillberealized.)
Fund Manager:
Ms. Sohini Andani















Jamā जमा જમા జమ জমে ജമാ ಜಮ ଜମା ஜமா is a product by Simply Grow Technologies Pvt. Ltd.

Example logo image
Example logo image

Startp India

Jama is a Personal Finance App: Online Financial Planning Tool, Direct Mutual Funds app and more.

Get your financial planning done by the best financial advisors and financial planners.

Investments are advised by a dedicated SEBI Registered Investment Advisor. Mutual Fund investments are subject to market risks. Please read scheme information documents carefully while investing.

Choose your advisor wisely - do not fall for free platforms, or hidden commissions.