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

Data as on - 21-06-2024
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 1,268.85 2.13 35.5 20.52 17.38 15.24 15.24
Invesco India Financial Services Fund - Retail Growth 14-07-2008 810.18 2.32 35.54 18.17 15.24 15.78 16.83
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 5,387.33 1.85 32.2 15.57 14.25 - 14.63
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 2,048.3 1.99 24.46 15.63 13.97 - 16.94
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 5,462.71 1.9 27.1 19.09 13.73 14.31 20.99
Taurus Banking & Financial Services Fund - Regular Plan - Growth 22-05-2012 10.64 2.47 23.66 15.62 13.41 12.62 14.24
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 01-12-2013 3,069.78 1.99 23.9 15.17 13.07 15.08 17.73
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 7,107.43 1.85 21.36 13.56 11.6 14.52 16.79
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 136.78 2.46 27.21 14.62 11.47 11.97 12.62
LIC MF Banking And Financial Services Fund-Regular Plan-Growth 23-03-2015 285.19 2.42 19.19 13.42 11.21 - 7.61
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 1,056.18 2.23 26.35 15.36 10.86 11.72 13.5
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 1,671.29 2.08 27.01 16.68 - - 18.82
HDFC Banking and Financial Services Fund - Growth Option 05-06-2021 3,294.6 1.91 25.75 - - - 16.1
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 06-12-2021 258.81 2.34 17.81 - - - 12.54
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 854.26 2.27 24.42 - - - 28.52
Quant BFSI Fund - Growth Option - Regular Plan 05-06-2023 560.28 2.34 69.63 - - - 69.39
BANDHAN FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH 28-07-2023 796.27 2.27 - - - - 29.91
DSP Banking & Financial Services Fund - Regular - Growth 08-12-2023 684.91 2.34 - - - - 9.71
Groww Banking & Financial Services Fund - Regular - Growth 07-02-2024 36.62 2.3 - - - - 8.28
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 170.6 2.36 - - - - 6.51
Category Average - - - 28.82 16.12 13.29 13.9 18.34
NiftyFinancialServices TRI - - - 19.23 12.98 12.18 15.04 17.84