Mutual Fund Trailing Returns - Equity: Sectoral-Banking and Financial Services
Data as on - 04-07-2025
1 Year 3 Years 5 Years 10 Years
Scheme Name AUM (Crore) Expense Ratio (%) Returns
(%)
Rank Returns
(%)
Rank Returns
(%)
Rank Returns
(%)
Rank Since Launch Ret (%) Action
DSP Banking & Financial Services Fund - Regular - Growth 128.89 2.16 17.9 1/21 - - - - - - 20.3
Invesco India Financial Services Fund - Retail Growth 137.2 2.14 14.25 2/21 27.45 1/14 23.59 3/11 14.65 2/10 16.82
SBI Banking & Financial Services Fund - Regular Plan - Growth 799.49 1.78 13.79 3/21 24.12 5/14 23.04 4/11 15.81 1/10 14.88
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 27.16 2.41 13.62 4/21 22.72 10/14 21.1 9/11 11.49 8/10 12.9
Helios Financial Services Fund - Regular Plan - Growth Option 17.27 2.4 13.46 5/21 - - - - - - 13.66
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 41.67 2.38 13.41 6/21 - - - - - - 17.78
Tata Banking And Financial Services Fund-Regular Plan-Growth 279.7 1.91 13.11 7/21 24.81 4/14 21.42 8/11 - - 16.77
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 715.79 1.84 12.21 8/21 24.82 3/14 27.22 1/11 13.38 6/10 20.69
ICICI Prudential Banking and Financial Services Fund - Growth 981.19 1.81 12.09 9/21 21.08 12/14 22.81 6/11 13.51 5/10 16.71
BANDHAN FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH 103.91 2.18 12.05 10/21 - - - - - - 23.08
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 129.48 2.17 11.83 11/21 23.05 8/14 22.55 7/11 11.06 9/10 13.53
Mirae Asset Banking and Financial Services Fund Regular Growth 199.82 2.05 10.25 12/21 23.14 7/14 - - - - 17.56
HDFC Banking & Financial Services Fund - Growth Option 412.87 1.91 9.81 13/21 23.26 6/14 - - - - 15.1
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 30.67 2.38 9.61 14/21 18.54 13/14 - - - - 12.43
Kotak Banking & Financial Services Fund - Regular Plan - Growth 121.24 2.15 9.14 15/21 - - - - - - 20.85
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 351.4 1.98 9.09 16/21 22.75 9/14 23.0 5/11 13.62 4/10 17.24
Groww Banking & Financial Services Fund - Regular - Growth 5.4 2.3 7.47 17/21 - - - - - - 13.2
Taurus Banking & Financial Services Fund - Regular Plan - Growth 1.21 2.43 6.92 18/21 21.2 11/14 20.26 10/11 12.02 7/10 13.84
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 154.81 2.1 6.06 19/21 25.47 2/14 23.95 2/11 13.71 3/10 14.81
LIC MF Banking And Financial Services Fund-Regular Plan-Growth 27.34 2.42 3.26 20/21 17.79 14/14 17.9 11/11 7.62 10/10 7.37
Quant BFSI Fund - Growth Option - Regular Plan 60.7 2.35 0.38 21/21 - - - - - - 30.84
HSBC Financial Services Fund - Regular IDCW 62.13 2.39 - - - - - - - - 17.48
Motilal Oswal Services Fund - Regular Plan - Growth 0 0.0 - - - - - - - - 2.24
Category Average - - 10.46 - 22.87 - 22.44 - 12.69 - 16.09
Nifty Financial Services TRI - - 13.54 - 20.55 - 20.82 - 14.23 - 17.8

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