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Nippon India Mutual Fund

Nippon India Banking & Financial Services Fund

Nippon India Mutual Fund · Direct plan · Growth

3-year returns
11.5%
a year
NAV
₹706.46
▲ 1.16% · 18 Sept 2026
Fund size
₹7,910 Cr
Expense ratio
1.05%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹640.13 and has returned 10.62% a year over 3 years.

Returns, and where it stands

Against the average sectoral / thematic fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year2.6%5.2%behind124 of 221
3 years11.5%14.5%behind89 of 136
5 years13.1%12.9%ahead43 of 98
10 years13.1%14.5%behind47 of 68
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.6%-0.7%
3 months-0.5%-0.7%
6 months3.9%3.5%
1 year2.6%1.8%
2 yearsp.a.4.4%3.6%
3 yearsp.a.11.5%10.6%
5 yearsp.a.13.1%12.2%
7 yearsp.a.15.2%14.3%
10 yearsp.a.13.1%12.2%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 2.64% in the last 1Y

621.7682.1742.518 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹22,785
XIRR (per year)
7.92%
Value today
₹2,02,785

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
15.3% a year
about the same as the sectoral / thematic fund average
Worst fall so far
−50.6%
May 2019 to May 2020, against −25.3% for the category.
Years that made money
82.3%
Of every one-year stretch it has been through.
Over any three years
-14.2% to 42.6%
A year, at worst and at best. Typically 14.1%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.23x
Expense ratio
1.05%
as of 31 Jul 2026

Managed by Vinay Sharma, Kinjal Desai, Bhavik Dave, Amber Singhania

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Nippon India Banking & Financial Services Fund against other funds in the Sectoral / Thematic Fund category
Fund1Y3Y5YExpenseFund size
Nippon India Taiwan Equity Fund118%61.43%1.24%₹1,128 Cr
HDFC Defence Fund21.09%37.07%0.9%₹11,478 Cr
HDFC Transportation and Logistics Fund7.35%24.8%1.09%₹2,116 Cr
SBI Healthcare Opportunities Fund20.88%24.31%18.52%1.02%₹5,796 Cr
UTI - Healthcare Fund16.82%24.15%16.09%1.28%₹1,444 Cr
LIC MF Infrastructure Fund8.97%23.9%21.88%1.35%₹1,174 Cr
Nippon India Banking & Financial Services Fund2.64%11.54%13.1%1.05%₹7,910 Cr

About Nippon India Banking & Financial Services Fund

Nippon India Banking & Financial Services Fund is a sectoral / thematic fund managed by Nippon India Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking and Financial services sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations.

The scheme's stated objective, as published by Nippon India Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹706.4579118589
DirectBonus Option₹706.4579118588
DirectIDCW Option₹102.6081118591
RegularGrowth Option₹640.1312101862
RegularBonus Option₹640.1312101863
RegularIDCW Option₹67.8733101864

Frequently asked questions

What is the NAV of Nippon India Banking & Financial Services Fund today?

The NAV of Nippon India Banking & Financial Services Fund (Direct plan, Growth) is ₹706.4579 and the Regular plan NAV is ₹640.1312, as of 18 Sept 2026.

What returns has Nippon India Banking & Financial Services Fund given?

Over the last year the Direct plan returned 2.64%, and 11.54% a year over 3 years and 13.1% a year over 5 years. That places it 89 of 136 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Nippon India Banking & Financial Services Fund?

The Direct plan charges 1.05% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Nippon India Banking & Financial Services Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹5,000 or more.

How much has Nippon India Banking & Financial Services Fund fallen in the past?

Its deepest fall was 50.6% from 27 May 2019 to 22 May 2020. Of every one-year stretch in its history, 82% ended in a gain.

Which category does Nippon India Banking & Financial Services Fund belong to?

It is a Sectoral / Thematic Fund from Nippon India Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Nippon India Banking & Financial Services Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.