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Bank Mutual Funds

Top performing funds from trusted banks

SEBI Regulated 10+ Year Data

Top Bank Funds

SBI Mutual Fund

Assets: ₹5.2 lakh crore | 35+ funds

1-Year Return

18.7%

3-Year Return

14.2%

5-Year Return

12.8%

Risk Level

Moderate

Top Fund: SBI Bluechip Fund

Expense Ratio: 0.89% ⭐ 4.5/5

HDFC Mutual Fund

Assets: ₹4.8 lakh crore | 40+ funds

1-Year Return

17.3%

3-Year Return

13.5%

5-Year Return

11.9%

Risk Level

Mod-High

Top Fund: HDFC Top 100 Fund

Expense Ratio: 0.92% ⭐ 4.3/5

ICICI Prudential MF

Assets: ₹4.5 lakh crore | 50+ funds

1-Year Return

16.8%

3-Year Return

13.1%

5-Year Return

11.5%

Risk Level

Moderate

Top Fund: ICICI Bluechip Fund

Expense Ratio: 0.87% ⭐ 4.4/5
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Historical Returns

10-Year Performance Trends

Category
1-Yr
3-Yr
5-Yr
Large Cap
18.2%
14.1%
12.6%
Mid Cap
22.5%
16.8%
14.3%
Small Cap
26.7%
19.2%
16.5%

Market Cycles Analysis

Bank funds showed resilience during market downturns:

2018 Correction -8.2% vs -12.4% (Market)
2020 Pandemic -14.7% vs -23.1% (Market)
2022 Recovery +21.3% vs +18.9% (Market)

Risk Disclosures

Market Risk

Mutual funds are subject to market fluctuations. Past performance doesn't guarantee future results.

Expense Ratio Impact

Higher expense ratios (above 1.5%) can significantly reduce long-term returns.

Lock-in Periods

ELSS funds have 3-year lock-in. Exit loads may apply for early redemptions in other funds.

Riskometer

Low Moderate High Very High

Bank funds typically fall in Moderate to High risk category

Bank Fund Comparison

Bank 1-Yr 3-Yr Risk Rating
SBI 18.7% 14.2% Mod ★★★★☆
HDFC 17.3% 13.5% Mod-High ★★★★☆
ICICI 16.8% 13.1% Mod ★★★★☆
Axis 19.2% 14.8% High ★★★★★
Kotak 17.8% 13.9% Mod ★★★★☆