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

Data as on - 11-06-2024
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 1,258.41 2.13 33.13 18.82 16.45 14.6 15.04
Invesco India Financial Services Fund - Retail Growth 14-07-2008 816.93 2.31 32.34 16.39 14.12 15.2 16.63
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 5,326.55 1.85 30.39 13.83 13.28 - 14.27
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 2,093.75 1.99 22.19 13.84 12.81 - 16.5
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 5,462.71 1.9 24.34 17.18 12.61 13.59 20.83
Taurus Banking & Financial Services Fund - Regular Plan - Growth 22-05-2012 10.94 2.47 20.67 14.22 12.48 12.02 14.01
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 01-12-2013 3,069.78 1.98 22.63 13.53 11.93 14.4 17.43
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 136.78 2.46 24.94 13.14 10.7 11.35 12.4
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 7,107.43 1.84 18.78 11.51 10.48 13.94 16.56
LIC MF Banking And Financial Services Fund-Regular Plan-Growth 23-03-2015 285.19 2.42 16.79 11.65 9.92 - 7.2
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 1,056.18 2.25 23.13 13.69 9.48 10.98 13.29
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 1,671.29 2.06 23.96 14.91 - - 17.71
HDFC Banking and Financial Services Fund - Growth Option 05-06-2021 3,369.81 1.9 23.43 - - - 14.94
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 06-12-2021 258.81 2.34 16.51 - - - 11.11
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 854.26 2.27 20.96 - - - 25.33
quant BFSI Fund - Growth Option - Regular Plan 05-06-2023 560.28 2.36 - - - - 66.04
BANDHAN FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH 28-07-2023 796.27 2.27 - - - - 25.91
DSP Banking & Financial Services Fund - Regular - Growth 08-12-2023 684.91 2.37 - - - - 5.93
Groww Banking & Financial Services Fund - Regular - Growth 07-02-2024 36.02 2.25 - - - - 4.58
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 165.27 2.36 - - - - 2.93
Category Average - - - 23.61 14.39 12.21 13.26 16.93
NiftyFinancialServices TRI - - - 15.06 10.97 11.23 14.32 17.63