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Finance Fortresses Mutual Funds

Banking and financial giants are driving stability, making it ideal for investors betting on India's financial growth engine

About Finance Fortresses Theme

Banking and financial giants are driving stability, making it ideal for investors betting on India's financial growth engine This theme includes 50 carefully selected mutual funds in the Sector-Specific category with Intermediatecomplexity level. Top fund houses include Nippon Life India Asset Management Ltd, UTI Asset Management Company Ltd, Tata Asset Management Ltd.

50 funds in this theme

SBI Banking & Financial Services Fund - Direct (G)

Sectoral / Thematic
Low
Direct

NAV

₹51.07

AUM

₹8.69k Cr

Returns

3Y Returns

+19.1%

1Y Returns

+10.7%

Expense Ratio

0.77%

Min. SIP

₹500

SBI Banking & Financial Services Fund-Direct(IDCW)

Sectoral / Thematic
Low
Direct

NAV

₹45.65

AUM

₹8.69k Cr

Returns

3Y Returns

+19.1%

1Y Returns

+10.7%

Expense Ratio

0.77%

Min. SIP

₹500

SBI Banking & Financial Services Fund (G)

Sectoral / Thematic
Low
Regular

NAV

₹45.55

AUM

₹8.69k Cr

Returns

3Y Returns

+17.8%

1Y Returns

+9.6%

Expense Ratio

1.79%

Min. SIP

₹500

SBI Banking & Financial Services Fund (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹40.91

AUM

₹8.69k Cr

Returns

3Y Returns

+17.8%

1Y Returns

+9.6%

Expense Ratio

1.79%

Min. SIP

₹500

Baroda BNP Paribas Banking&Fin Serv Fund-Dir (G)

Sectoral / Thematic
Low
Direct

NAV

₹56.23

AUM

₹304.78 Cr

Returns

3Y Returns

+16.8%

1Y Returns

+9.5%

Expense Ratio

0.84%

Min. SIP

₹500

Baroda BNP Paribas Banking&Fin Serv Fund-Dir (IDCW)

Sectoral / Thematic
Low
Direct

NAV

₹25.81

AUM

₹304.78 Cr

Returns

3Y Returns

+16.8%

1Y Returns

+9.5%

Expense Ratio

0.84%

Min. SIP

₹500

Baroda BNP Paribas Banking&Fin Serv Fund-Reg (G)

Sectoral / Thematic
Low
Regular

NAV

₹49.91

AUM

₹304.78 Cr

Returns

3Y Returns

+15.3%

1Y Returns

+7.8%

Expense Ratio

2.41%

Min. SIP

₹500

Baroda BNP Paribas Banking&Fin Serv Fund-Reg (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹22.42

AUM

₹304.78 Cr

Returns

3Y Returns

+15.3%

1Y Returns

+7.8%

Expense Ratio

2.41%

Min. SIP

₹500

UTI-Banking and Financial Services Fund - Dir (G)

Sectoral / Thematic
Low
Direct

NAV

₹226.35

AUM

₹1.29k Cr

Returns

3Y Returns

+16.1%

1Y Returns

+6.3%

Expense Ratio

1.15%

Min. SIP

₹500

UTI-Banking and Financial Services Fund-Dir (IDCW)

Sectoral / Thematic
Low
Direct

NAV

₹88.59

AUM

₹1.29k Cr

Returns

3Y Returns

+16.1%

1Y Returns

+6.3%

Expense Ratio

1.15%

Min. SIP

₹500

Invesco India Financial Services Fund-Direct (G)

Sectoral / Thematic
Low
Direct

NAV

₹173.69

AUM

₹1.42k Cr

Returns

3Y Returns

+21.0%

1Y Returns

+5.7%

Expense Ratio

0.83%

Min. SIP

₹100

Invesco India Financial Services Fund-Direct(IDCW)

Sectoral / Thematic
Low
Direct

NAV

₹89.40

AUM

₹1.42k Cr

Returns

3Y Returns

+21.0%

1Y Returns

+5.7%

Expense Ratio

0.83%

Min. SIP

₹100

UTI-Banking and Financial Services Fund (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹76.97

AUM

₹1.29k Cr

Returns

3Y Returns

+14.9%

1Y Returns

+5.2%

Expense Ratio

2.17%

Min. SIP

₹500

UTI-Banking and Financial Services Fund (G)

Sectoral / Thematic
Low
Regular

NAV

₹197.77

AUM

₹1.29k Cr

Returns

3Y Returns

+14.9%

1Y Returns

+5.2%

Expense Ratio

2.17%

Min. SIP

₹500

Nippon India Banking&Financial Services-Dir(G)

Sectoral / Thematic
Low
Direct

NAV

₹724.83

AUM

₹7.19k Cr

Returns

3Y Returns

+17.8%

1Y Returns

+4.6%

Expense Ratio

0.99%

Min. SIP

₹100

Nippon India Banking&Financial Services-Dir(Bonus)

Sectoral / Thematic
Low
Direct

NAV

₹724.83

AUM

₹7.19k Cr

Returns

3Y Returns

+17.8%

1Y Returns

+4.6%

Expense Ratio

0.99%

Min. SIP

₹0

Nippon India Banking&Financial Services-Dir(IDCW)

Sectoral / Thematic
Low
Direct

NAV

₹113.49

AUM

₹7.19k Cr

Returns

3Y Returns

+17.8%

1Y Returns

+4.6%

Expense Ratio

0.99%

Min. SIP

₹100

Invesco India Financial Services Fund (G)

Sectoral / Thematic
Low
Regular

NAV

₹144.56

AUM

₹1.42k Cr

Returns

3Y Returns

+19.4%

1Y Returns

+4.3%

Expense Ratio

2.13%

Min. SIP

₹100

Invesco India Financial Services Fund (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹73.72

AUM

₹1.42k Cr

Returns

3Y Returns

+19.4%

1Y Returns

+4.3%

Expense Ratio

2.13%

Min. SIP

₹100

Nippon India Banking&Financial Services (G)

Sectoral / Thematic
Low
Regular

NAV

₹660.98

AUM

₹7.19k Cr

Returns

3Y Returns

+16.8%

1Y Returns

+3.7%

Expense Ratio

1.84%

Min. SIP

₹100

Nippon India Banking&Financial Services (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹75.74

AUM

₹7.19k Cr

Returns

3Y Returns

+16.8%

1Y Returns

+3.7%

Expense Ratio

1.84%

Min. SIP

₹100

Nippon India Banking&Financial Services (Bonus)

Sectoral / Thematic
Low
Regular

NAV

₹660.98

AUM

₹7.19k Cr

Returns

3Y Returns

+16.8%

1Y Returns

+3.7%

Expense Ratio

1.84%

Min. SIP

₹0

Aditya Birla SL Banking&Financial Services-Dir(IDCW)

Sectoral / Thematic
Low
Direct

NAV

₹33.89

AUM

₹3.45k Cr

Returns

3Y Returns

+15.4%

1Y Returns

+3.6%

Expense Ratio

1.06%

Min. SIP

₹100

Aditya Birla SL Banking&Financial Services-Dir(G)

Sectoral / Thematic
Low
Direct

NAV

₹72.14

AUM

₹3.45k Cr

Returns

3Y Returns

+15.4%

1Y Returns

+3.6%

Expense Ratio

1.06%

Min. SIP

₹100

Taurus Banking & Financial Services-Direct (IDCW)

Sectoral / Thematic
Low
Direct

NAV

₹61.06

AUM

₹11.63 Cr

Returns

3Y Returns

+14.4%

1Y Returns

+3.1%

Expense Ratio

1.57%

Min. SIP

₹500

Taurus Banking & Financial Services-Direct (G)

Sectoral / Thematic
Low
Direct

NAV

₹61.77

AUM

₹11.63 Cr

Returns

3Y Returns

+14.4%

1Y Returns

+3.1%

Expense Ratio

1.57%

Min. SIP

₹500

Aditya Birla SL Banking&Financial Services (G)

Sectoral / Thematic
Low
Regular

NAV

₹64.08

AUM

₹3.45k Cr

Returns

3Y Returns

+14.3%

1Y Returns

+2.7%

Expense Ratio

1.97%

Min. SIP

₹100

Aditya Birla SL Banking&Financial Services (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹24.97

AUM

₹3.45k Cr

Returns

3Y Returns

+14.3%

1Y Returns

+2.7%

Expense Ratio

1.97%

Min. SIP

₹100

Taurus Banking & Financial Services Fund (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹49.31

AUM

₹11.63 Cr

Returns

3Y Returns

+13.5%

1Y Returns

+2.3%

Expense Ratio

2.43%

Min. SIP

₹500

Taurus Banking & Financial Services Fund (G)

Sectoral / Thematic
Low
Regular

NAV

₹55.08

AUM

₹11.63 Cr

Returns

3Y Returns

+13.5%

1Y Returns

+2.3%

Expense Ratio

2.43%

Min. SIP

₹500

LIC MF Banking & Fina Serv Fund (G)

Sectoral / Thematic
Low
Regular

NAV

₹22.21

AUM

₹270.59 Cr

Returns

3Y Returns

+10.1%

1Y Returns

+1.5%

Expense Ratio

2.45%

Min. SIP

₹100

LIC MF Banking & Fina Serv Fund (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹22.20

AUM

₹270.59 Cr

Returns

3Y Returns

+11.1%

1Y Returns

+1.5%

Expense Ratio

2.45%

Min. SIP

₹100

AXIS Focused Fund - Direct (IDCW)

Focused Fund
Low
Direct

NAV

₹35.39

AUM

₹12.26k Cr

Returns

3Y Returns

+10.1%

1Y Returns

-0.0%

Expense Ratio

0.83%

Min. SIP

₹100

AXIS Focused Fund - Direct (G)

Focused Fund
Low
Direct

NAV

₹63.69

AUM

₹12.26k Cr

Returns

3Y Returns

+10.1%

1Y Returns

-0.0%

Expense Ratio

0.83%

Min. SIP

₹100

AXIS Focused Fund - Regular (G)

Focused Fund
Low
Regular

NAV

₹54.98

AUM

₹12.26k Cr

Returns

3Y Returns

+9.1%

1Y Returns

-0.9%

Expense Ratio

1.74%

Min. SIP

₹100

AXIS Focused Fund - Regular (IDCW)

Focused Fund
Low
Regular

NAV

₹19.79

AUM

₹12.26k Cr

Returns

3Y Returns

+9.0%

1Y Returns

-0.9%

Expense Ratio

1.74%

Min. SIP

₹100

Sundaram Fin Serv Opportunities - Direct (IDCW)

Sectoral / Thematic
Low
Direct

NAV

₹38.75

AUM

₹1.51k Cr

Returns

3Y Returns

+18.3%

1Y Returns

-1.1%

Expense Ratio

0.78%

Min. SIP

₹100

Sundaram Fin Serv Opportunities - Direct (G)

Sectoral / Thematic
Low
Direct

NAV

₹122.94

AUM

₹1.51k Cr

Returns

3Y Returns

+18.1%

1Y Returns

-1.3%

Expense Ratio

0.78%

Min. SIP

₹100

Groww Large Cap Fund - Direct (G)

Large Cap Fund
Low
Direct

NAV

₹53.45

AUM

₹127.51 Cr

Returns

3Y Returns

+15.2%

1Y Returns

-1.4%

Expense Ratio

1.26%

Min. SIP

₹100

Groww Large Cap Fund - Direct (IDCW)

Large Cap Fund
Low
Direct

NAV

₹30.96

AUM

₹127.51 Cr

Returns

3Y Returns

+15.1%

1Y Returns

-1.5%

Expense Ratio

1.26%

Min. SIP

₹100

Sundaram Fin Serv Opportunities (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹33.59

AUM

₹1.51k Cr

Returns

3Y Returns

+16.6%

1Y Returns

-2.4%

Expense Ratio

2.10%

Min. SIP

₹100

Sundaram Fin Serv Opportunities (G)

Sectoral / Thematic
Low
Regular

NAV

₹108.37

AUM

₹1.51k Cr

Returns

3Y Returns

+16.5%

1Y Returns

-2.5%

Expense Ratio

2.10%

Min. SIP

₹100

Groww Large Cap Fund (G)

Large Cap Fund
Low
Regular

NAV

₹44.33

AUM

₹127.51 Cr

Returns

3Y Returns

+13.6%

1Y Returns

-2.8%

Expense Ratio

2.46%

Min. SIP

₹100

Groww Large Cap Fund (IDCW)

Large Cap Fund
Low
Regular

NAV

₹24.98

AUM

₹127.51 Cr

Returns

3Y Returns

+13.6%

1Y Returns

-2.8%

Expense Ratio

2.46%

Min. SIP

₹100

Tata Value Fund - Direct (G)

Value Fund
Low
Direct

NAV

₹406.57

AUM

₹8.53k Cr

Returns

3Y Returns

+19.5%

1Y Returns

-8.6%

Expense Ratio

0.80%

Min. SIP

₹100

Tata Value Fund - Direct (IDCW-Trigger-Opt A-5%)

Value Fund
Low
Direct

NAV

₹149.39

AUM

₹8.53k Cr

Returns

3Y Returns

+19.5%

1Y Returns

-8.6%

Expense Ratio

0.80%

Min. SIP

₹100

Tata Value Fund - Direct (IDCW-Trigger-Opt B-10%)

Value Fund
Low
Direct

NAV

₹138.17

AUM

₹8.53k Cr

Returns

3Y Returns

+19.5%

1Y Returns

-8.6%

Expense Ratio

0.80%

Min. SIP

₹100

Tata Value Fund - (G)

Value Fund
Low
Regular

NAV

₹359.59

AUM

₹8.53k Cr

Returns

3Y Returns

+18.4%

1Y Returns

-9.5%

Expense Ratio

1.77%

Min. SIP

₹100

Tata Value Fund - (IDCW-Trigger-Opt B-10%)

Value Fund
Low
Regular

NAV

₹120.36

AUM

₹8.53k Cr

Returns

3Y Returns

+17.4%

1Y Returns

-9.5%

Expense Ratio

1.77%

Min. SIP

₹100

Tata Value Fund - (IDCW-Trigger - Opt A - 5%)

Value Fund
Low
Regular

NAV

₹133.76

AUM

₹8.53k Cr

Returns

3Y Returns

+18.4%

1Y Returns

-9.5%

Expense Ratio

1.77%

Min. SIP

₹100