SBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
- Equity
- Banking & Financial
- Status: Open
Historical NAV & Returns
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SBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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Fund Overview
₹8,693.07 Cr.
₹500
₹5000
INF200KA1499
1.81%
No Lock-in
Trailing Returns
View full Return AnalysisAs of October 28, 2025
Risk Analysis
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Suitable for aggressive investments and investors with very high-risk tolerance.
About This Fund
More InformationSBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by SBI Mutual Fund on February 26, 2015, and falls under the Banking & Financial fund category. It currently manages an AUM of Rs 8,693.07 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.81% for managing the portfolio.
Investing Strategy:
The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services.
Performance:
SBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are 17.57% (1 year), 19.53% (3 year) and 21.45% (5 year). The average annual return of this fund stands at 16.76%.
SIP Amount
Monthly SIP Date
SBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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