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

Data as on - 25-07-2024
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 27.61 19.7 18.13 14.98 15.1
Invesco India Financial Services Fund - Retail Growth 14-07-2008 897.56 2.27 32.01 17.39 16.99 15.77 16.86
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 5,929.64 1.89 22.73 18.16 15.66 14.17 20.95
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 5,857.84 1.82 27.01 15.3 15.53 - 14.61
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 2,227.52 1.99 17.24 15.05 15.1 - 16.69
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 01-12-2013 3,278.21 1.99 17.47 14.54 14.76 15.23 17.58
Taurus Banking & Financial Services Fund - Regular Plan - Growth 22-05-2012 11.18 2.47 17.67 15.4 14.42 12.47 14.14
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 7,673.96 1.85 18.78 13.09 13.41 14.67 16.86
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 146.64 2.46 19.93 14.04 12.23 11.79 12.45
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 1,140.95 2.23 19.27 14.54 12.02 11.52 13.39
LIC MF Banking And Financial Services Fund-Regular Plan-Growth 23-03-2015 303.34 2.42 11.34 12.24 11.81 - 7.28
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 1,822.3 2.05 19.53 16.24 - - 18.47
HDFC Banking and Financial Services Fund - Growth Option 05-06-2021 3,631.11 1.89 19.12 15.44 - - 15.34
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 06-12-2021 270.48 2.34 11.45 - - - 11.73
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 915.91 2.27 19.13 - - - 26.42
Quant BFSI Fund - Growth Option - Regular Plan 05-06-2023 619.26 2.32 61.2 - - - 63.29
BANDHAN FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH 28-07-2023 796.27 2.27 - - - - 30.43
DSP Banking & Financial Services Fund - Regular - Growth 08-12-2023 684.91 2.34 - - - - 9.82
Groww Banking & Financial Services Fund - Regular - Growth 07-02-2024 36.62 2.3 - - - - 7.72
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 170.6 2.37 - - - - 8.15
Helios Financial Services Fund - Regular Plan - Growth Option 13-06-2024 0 2.4 - - - - -2.06
Category Average - - - 22.59 15.47 14.55 13.83 16.92
NiftyFinancialServices TRI - - - 13.38 12.5 13.25 14.6 17.75