Mutual Fund Trailing Returns - Equity: Sectoral-Banking and Financial Services
Data as on - 10-07-2026
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
Quant BFSI Fund - Growth Option - Regular Plan 785.89 2.38 19.89 - 26.06 - - - - - 27.46
Motilal Oswal Services Fund - Regular Plan - Growth 112.99 2.47 13.21 - - - - - - - 13.79
DSP BankIng & FInancial Services Fund - Regular - Growth 1,897.29 2.7 11.12 - - - - - - - 16.53
Groww BankIng & FInancial Services Fund Regular Growth 69.9 3.02 9.36 - - - - - - - 11.72
Invesco India FInancial Services Fund - Regular Plan - Growth 1,700.49 2.07 8.12 - 18.58 - 15.34 - 15.42 - 16.26
HSBC FInancial Services Fund - Regular Growth 877.17 2.32 7.35 - - - - - - - 19.21
ITI BankIng And FInancial Services Fund -Regular Plan - Growth Option 359.61 2.38 7.17 - 11.75 - - - - - 11.34
Kotak BankIng & FInancial Services Fund - Regular Plan - Growth 1,445.56 2.14 6.33 - 13.33 - - - - - 16.31
HDFC BankIng & FInancial Services Fund - Growth Option 4,330.64 1.87 5.53 - 13.52 - 13.06 - - - 13.11
Sundaram FInancial Services Opportunities Fund Regular Plan - Growth 1,590.78 2.08 4.91 - 14.5 - 14.45 - 14.26 - 14.22
WhiteOak Capital BankIng & FInancial Services Fund - Regular Growth 592.25 2.44 4.61 - - - - - - - 12.07
Mirae Asset BankIng And FInancial Services Fund Regular Growth 2,146.41 2.05 4.52 - 13.71 - 13.29 - - - 15.02
Aditya Birla Sun Life BankIng And FInancial Services Fund - Regular Plan - Growth 3,466.16 1.93 3.85 - 12.23 - 12.15 - 12.72 - 16.1
UTI BankIng And FInancial Services Fund - Regular Plan - Growth Option 1,340.89 2.07 3.22 - 13.39 - 12.4 - 10.98 - 13.0
LIC MF BankIng And FInancial Services Fund-Regular Plan-Growth 256.37 2.41 3.02 - 8.34 - 9.61 - 8.75 - 7.03
SBI BankIng & FInancial Services Fund - Regular Plan - Growth 10,372.14 1.75 3.01 - 16.2 - 13.21 - 15.22 - 13.81
Nippon India BankIng And FInancial Services Fund-Growth Plan-Growth Option 7,441.36 1.8 2.85 - 13.75 - 14.48 - 13.83 - 19.85
Baroda BNP Paribas BankIng And FInancial Services Fund - Regular - Growth Option 394.76 2.47 2.62 - 14.08 - 12.42 - 12.15 - 12.12
Bandhan FInancial Services Fund - Regular Plan - Growth 1,050.07 2.2 2.24 - - - - - - - 15.53
Tata BankIng And FInancial Services Fund-Regular Plan-Growth 3,036.28 1.9 1.38 - 12.91 - 12.71 - 14.3 - 15.25
Helios FInancial Services Fund - Regular Plan - Growth Option 189.5 2.43 0.94 - - - - - - - 7.22
Canara Robeco BankIng And FInancials Services Fund - Regular Plan - Growth 574.85 2.42 - - - - - - - - 11.22
MahIndra Manulife BankIng & FInancial Services Fund - Regular - Growth 427.84 2.39 - - - - - - - - 8.63
Bajaj FInserv BankIng And FInancial Services Fund - Regular - Growth 424.96 2.46 - - - - - - - - 1.32
Bank Of India BankIng & FInancial Services Fund - Regular Plan - Growth 273.16 2.47 - - - - - - - - -
Edelweiss FInancial Services Fund - Regular Plan - Growth Option 247 2.41 - - - - - - - - -3.39
Motilal Oswal FInancial Services Fund- Regular-Growth 176.13 2.47 - - - - - - - - 6.41
Kotak Services Fund - Regular - Growth 726.06 2.4 - - - - - - - - 4.58
Taurus BankIng & FInancial Services Fund - Regular Plan - Growth 11.22 2.41 -0.97 - 9.12 - 10.77 - 12.42 - 12.68
ICICI Prudential BankIng And FInancial Services Fund - Growth 10,645.4 1.74 -1.05 - 10.99 - 10.48 - 12.61 - 15.62
Category Average - - 3.6 - 13.22 - 12.31 - 12.8 - 11.43
Nifty Financial Services TRI - - -1.15 - 10.67 - 10.81 - 14.48 - 0.01

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