Best Sectoral Fund - Financial Services in India 2026

Compare all 7 Sectoral Fund - Financial Services Direct Growth funds by stability score, returns, expense ratio and risk metrics. Independent analysis by FundMatrix.

7 Funds₹890 Cr Category AUM1.02% Avg TER1.6% Avg 1Y Return

🛡 Top by Stability Score

1HSBC Financial Services fund63 2Invesco India Financial Services Fund60 3Bandhan Financial Services Fund57 4Sundaram Financial Services Opportunities Fund57 5Helios Financial Services Fund50

📈 Top by 1Y Returns

1HSBC Financial Services fund5.75%2Sundaram Financial Services Opportunities Fund4.21%3Invesco India Financial Services Fund3.42%4Bandhan Financial Services Fund-2.31%5Helios Financial Services Fund-3.11%

🏦 Top by AUM

1Invesco India Financial Services Fund451.11 Cr 2Sundaram Financial Services Opportunities Fund213.32 Cr 3Helios Financial Services Fund69.05 Cr 4Bandhan Financial Services Fund58.90 Cr 5Motilal Oswal Financial Services Fund58.07 Cr

7 funds

Fund Name	AMC	Stability	AUM	TER	1Y Return	Sharpe
Invesco India Financial Services Fund	Invesco Mutual Fund	60Moderate	₹451 Cr	0.92%	+3.42%	-0.06	→
Sundaram Financial Services Opportunities Fund	Sundaram Mutual Fund	57Moderate	₹213 Cr	0.92%	+4.21%	-0.03	→
Helios Financial Services Fund	Helios Mutual Fund	50Insufficient History	₹69 Cr	1.14%	-3.11%	-0.39	→
Bandhan Financial Services Fund	Bandhan Mutual Fund	57Moderate	₹59 Cr	0.96%	-2.31%	-0.38	→
Motilal Oswal Financial Services Fund	Motilal Oswal Mutual Fund	—	₹58 Cr	1.27%	—	—	→
HSBC Financial Services fund	HSBC Mutual Fund	63Insufficient History	₹24 Cr	0.96%	+5.75%	0.07	→
Edelweiss Financial Services Fund	Edelweiss Mutual Fund	—	₹16 Cr	0.98%	—	—	→

Direct Growth plans only · Data from AMFI India · Stability Score is a FundMatrix proprietary metric · Not investment advice