Top Performing Mutual Funds - Equity: Sectoral-Banking and Financial Services

Data as on - 02-06-2023
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 10-06-2008 658.64 2.36 25.19 27.35 11.88 13.46 13.85
Taurus Banking & Financial Services Fund - Regular Plan - Growth 22-05-2012 9.44 2.45 23.78 25.1 11.43 12.19 13.44
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 4,018.17 1.97 16.45 24.08 11.21 - 12.54
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 1,362.5 2.1 26.28 23.73 10.71 - 15.75
Invesco India Financial Services Fund - Retail Growth 14-07-2008 505.38 2.43 21.44 23.65 9.91 14.03 15.58
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 3,982.02 1.97 24.68 35.03 9.68 14.12 20.62
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 6,312.8 1.87 19.0 29.0 9.58 15.58 16.39
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 01-12-2013 2,524.46 2.03 22.05 29.34 8.97 - 16.85
LIC MF Banking And Financial Services Fund-Regular Plan-Growth 23-03-2015 140.89 2.51 25.79 23.93 8.52 - 6.12
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 79.17 2.49 17.88 22.85 8.43 10.8 11.31
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 867.34 2.33 20.62 26.75 6.26 10.82 12.75
IDBI Banking & Financial Services Fund - Regular Plan (Growth) 28-05-2018 84.29 2.53 19.32 22.52 - - 7.92
Mirae Asset Banking and Financial Services Fund Regular Growth 05-12-2020 1,320.41 2.11 22.22 - - - 14.93
HDFC Banking and Financial Services Fund - Growth Option 05-06-2021 2,632.35 1.91 23.93 - - - 10.3
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 06-12-2021 237.96 2.33 16.64 - - - 7.52
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 557.66 2.37 - - - - 9.53
Category Average - - - 21.68 26.11 9.69 13.0 12.84
Nifty Financial Services TRI - - - 18.13 - - - 7.21