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Groww Banking & Financial Services Fund - Direct Plan - Growth

Groww · Scheme 152254

13.61 0.15%NAV · 2026-09-18
66
Decent FundScore
Start SIP
AUM
₹83 cr
Expense ratio
1.09%
3Y CAGR
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Anupam TiwariExit load: Exit load of 1%, if redeemed within 30 days.
Decent · 66/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 16%.
  • 1Y return vs category: +4.8% vs category avg
  • Max drawdown: -16%
  • Direct plan: no distributor commission

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe 0.46) — took on risk without enough payoff.
  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • Sharpe ratio: 0.46
  • Sortino ratio: 0.61

FundScore breakdown

66/100 · Decent
How it works →
78
Returns
Strong
50
Consistency
Average
29
Risk-adjusted
Weak
90
Downside protection
Excellent
60
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.