Groww Banking & Financial Services Fund Direct Growth

EquitySector - Financial Services
12.55
0.11(0.87%)
NAV as on 02 Jan, 2026
CAGR
12.92%

Top Performer

This scheme has consistently delivered the best returns in its Sector - Financial Services category across .

Returns
  • AUM (Crs.)59.73
  • Expense Ratio0.36 %
  • Sharpe Ratio / Category Average- / 0.61
  • Standard Deviation / Category Average- / 14.79
  • Beta / Category Average- / 0.98
  • Portfolio Turnover / Category Average79.16 / 107.04
  • Top 5 Stocks Wt.39.51
  • Top 10 Stocks Wt.54.98
  • Top 3 Sectors Wt.93.79
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Anupam Tiwari, Saptarshee Chatterjee
    • Launch Date07 Feb, 2024
    • BenchmarkS&P BSE 500

    Objective

    The primary investment objective of the scheme is to generate consistent long-term returns by investing in equity and equity-related instruments of banking and financial services companies and other related sectors/companies. The fund aims to capitalize on the growth opportunities and growth potential of various sub-sectors within the BFSI sector, including (but not limited to) banks, NBFCs, insurance companies, asset management companies, capital market participants, fintech players etc. (This includes companies benefiting from or contributing to the growth of the banking and financial services sector).

    Riskometer

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