Top 85 Banking & Financial Mutual Funds: July 2026 Update

Value Research Online has updated its platform for July 2026, now featuring 85 Equity: Sectoral-Banking & Financial Services Mutual Funds in India. This comprehensive listing includes both direct plans and Exchange Traded Funds (ETFs) for investors seeking sector-specific exposure.

These funds originate from numerous asset management companies. Prominent names include Aditya Birla Sun Life, Axis, Bajaj Finserv, DSP, HDFC, ICICI Prudential, Invesco, Kotak, Mirae Asset, Motilal Oswal, Nippon India, Quant, SBI, Sundaram, Tata, and UTI.

Sectoral Fund Landscape Overview

Each fund entry provides essential details such as its name, specific category, and a star rating if available. A consistent ‘Very High’ risk rating is assigned across all funds within this banking and financial services sector category.

Performance figures highlight varied returns among the offerings. For instance, ABSL Banking & Financial Services Dir reported a 1-year return of 4.70% alongside a 3-star rating. Quant BFSI Dir demonstrated stronger performance, boasting a 17.33% 1-year return and a 5-star rating.

Platform Functionality and Investor Tools

The Value Research platform incorporates multiple filters designed to refine fund selection. Users can efficiently sort by criteria such as fund house, category, fund end type (open-ended or closed-end), plan type (regular or direct), and star rating.

Beyond filtering, the platform offers additional tools for investors. Users can add selected funds to a personal portfolio or watchlist, share specific fund details with others, and download comprehensive fund cards for offline review.

The updated selector serves as a robust resource for investors. Its primary purpose is to facilitate thorough research and direct comparison of mutual funds within India’s dynamic banking and financial services sector.