Best Sectoral Fund - Financial Services in India 2026

Compare all 8 Sectoral Fund - Financial Services Direct Growth funds by stability score, returns, expense ratio and risk metrics. Independent analysis by FundMatrix.

8 Funds₹924 Cr Category AUM0.89% Avg TER4.6% Avg 1Y Return

🛡 Top by Stability Score

1Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund73 2HSBC Financial Services Fund66 3Invesco India Financial Services Fund61 4Bandhan Financial Services Fund59 5Sundaram Financial Services Opportunities Fund Direct Plan57

📈 Top by 1Y Returns

1HSBC Financial Services Fund7.10%2Invesco India Financial Services Fund6.45%3Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund6.39%4Bandhan Financial Services Fund4.40%5Sundaram Financial Services Opportunities Fund Direct Plan3.93%

🏦 Top by AUM

1Invesco India Financial Services Fund403.65 Cr 2Sundaram Financial Services Opportunities Fund Direct Plan210.89 Cr 3Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund100.95 Cr 4Helios Financial Services Fund66.21 Cr 5Motilal Oswal Financial Services Fund54.64 Cr

8 funds

Fund Name	AMC	Stability	AUM	TER	1Y Return	Sharpe
Invesco India Financial Services Fund	Invesco Mutual Fund	61Moderate	₹404 Cr	0.92%	+6.45%	0.07	→
Sundaram Financial Services Opportunities Fund Direct Plan	Sundaram Mutual Fund	57Moderate	₹211 Cr	0.89%	+3.93%	-0.08	→
Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund	Edelweiss Mutual Fund	73Insufficient History	₹101 Cr	0.10%	+6.39%	-0.41	→
Helios Financial Services Fund	Helios Mutual Fund	52Insufficient History	₹66 Cr	1.09%	-0.75%	-0.31	→
Motilal Oswal Financial Services Fund	Motilal Oswal Mutual Fund	—	₹55 Cr	1.27%	—	—	→
Bandhan Financial Services Fund	Bandhan Mutual Fund	59Insufficient History	₹54 Cr	0.93%	+4.40%	-0.06	→
HSBC Financial Services Fund	HSBC Mutual Fund	66Insufficient History	₹22 Cr	0.99%	+7.10%	0.09	→
Edelweiss Financial Services Fund	Edelweiss Mutual Fund	—	₹11 Cr	0.96%	—	—	→

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