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

Data as on - 26-07-2024
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 1,385.93 2.11 28.57 20.27 18.22 15.1 15.19
Invesco India Financial Services Fund - Retail Growth 14-07-2008 897.56 2.27 33.25 17.89 17.01 15.86 16.93
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 5,857.84 1.82 28.38 15.87 15.64 - 14.74
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 5,929.64 1.89 23.02 18.59 15.58 14.25 21.0
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 2,227.52 1.99 17.86 15.47 15.14 - 16.83
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 01-12-2013 3,278.21 1.99 18.8 15.12 14.72 15.37 17.72
Taurus Banking & Financial Services Fund - Regular Plan - Growth 22-05-2012 11.18 2.47 17.86 15.95 14.45 12.57 14.22
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 7,673.96 1.85 19.54 13.58 13.41 14.75 16.92
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 146.64 2.46 20.95 14.46 12.33 11.9 12.55
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 1,140.95 2.23 20.98 15.23 12.2 11.66 13.47
LIC MF Banking And Financial Services Fund-Regular Plan-Growth 23-03-2015 303.34 2.42 11.89 12.74 11.87 - 7.4
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 1,822.3 2.05 20.43 16.7 - - 18.79
HDFC Banking and Financial Services Fund - Growth Option 05-06-2021 3,631.11 1.89 20.55 16.05 - - 15.79
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 06-12-2021 270.48 2.34 12.8 - - - 12.27
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 915.91 2.27 20.74 - - - 27.67
Quant BFSI Fund - Growth Option - Regular Plan 05-06-2023 619.26 2.32 62.17 - - - 65.81
BANDHAN FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH 28-07-2023 796.27 2.27 - - - - 32.42
DSP Banking & Financial Services Fund - Regular - Growth 08-12-2023 684.91 2.34 - - - - 11.54
Groww Banking & Financial Services Fund - Regular - Growth 07-02-2024 36.62 2.3 - - - - 8.84
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 170.6 2.37 - - - - 9.54
Helios Financial Services Fund - Regular Plan - Growth Option 13-06-2024 0 2.4 - - - - -0.49
Category Average - - - 23.61 15.99 14.6 13.93 17.58
NiftyFinancialServices TRI - - - 13.38 12.5 13.25 14.6 17.75