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

Data as on - 07-02-2025
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 1,424.32 2.14 7.41 16.8 14.36 12.39 14.41
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 6,282 1.88 10.88 15.51 14.24 11.81 20.37
Invesco India Financial Services Fund - Retail Growth 14-07-2008 1,147.73 2.19 12.09 16.46 13.71 13.12 16.27
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 6,621.57 1.81 14.12 14.82 12.73 - 13.93
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 2,344.96 1.99 10.54 14.63 12.23 - 15.79
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 01-12-2013 3,173.35 2.0 6.73 11.65 11.37 12.24 16.41
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 8,987.36 1.82 14.21 12.41 11.31 12.22 16.29
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 212.89 2.42 10.91 13.48 10.6 10.04 12.23
Taurus Banking & Financial Services Fund - Regular Plan - Growth 22-05-2012 10.71 2.31 5.97 11.69 10.56 10.36 13.17
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 1,154.26 2.22 8.3 12.95 10.54 9.48 13.03
LIC MF Banking And Financial Services Fund-Regular Plan-Growth 23-03-2015 256.08 2.42 1.1 8.53 8.23 - 6.28
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 1,799.51 2.06 9.21 13.14 - - 15.23
HDFC Banking and Financial Services Fund - Growth Option 01-07-2021 3,656.5 1.93 9.03 13.44 - - 12.57
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 07-12-2021 268.29 2.34 5.49 10.22 - - 9.55
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 1,032.57 2.19 9.35 - - - 17.52
Quant BFSI Fund - Growth Option - Regular Plan 05-06-2023 620.33 2.37 -3.75 - - - 28.52
BANDHAN FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH 28-07-2023 957.85 2.23 8.45 - - - 20.51
DSP Banking & Financial Services Fund - Regular - Growth 15-12-2023 1,022.82 2.2 16.6 - - - 14.22
Groww Banking & Financial Services Fund - Regular - Growth 07-02-2024 49 2.3 3.02 - - - 3.01
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 310 2.38 9.37 - - - 9.35
Helios Financial Services Fund - Regular Plan - Growth Option 13-06-2024 148 2.4 - - - - 0.1
Category Average - - - 8.45 13.27 11.81 11.46 13.75
NiftyFinancialServices TRI - - - 17.34 10.41 11.02 12.78 17.43