Peer Comparison (Banking & Financial Services Funds)
October 16, 2025
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Peer Comparison (Banking & Financial Services Funds)
| Fund Name | 3-Year CAGR (%) | 5-Year CAGR (%) | AUM (Rs Cr) | Expense Ratio (%) | Remarks |
|---|---|---|---|---|---|
| ICICI Prudential Banking & Financial Services Fund | 22.8 | 19.9 | 8,400 | 0.72 | Consistent performer, strong large-bank exposure |
| Nippon India Banking & Financial Services Fund | 23.6 | 20.4 | 5,700 | 0.78 | Aggressive style, high volatility |
| Aditya Birla Sun Life Banking & Financial Services Fund | 20.9 | 18.7 | 3,200 | 0.73 | Balanced approach across lenders & insurers |
| Kotak Banking & Financial Services Fund | 21.3 | 19.2 | 2,100 | 0.71 | Moderate risk, steady returns |
| Bajaj Finserv Banking & Financial Services Fund (NFO) | — | — | New | Likely 0.60–0.70 | New entrant – strong fund manager lineup |