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

Data as on - 11-07-2025
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 7,487.22 1.84 12.15 22.92 26.43 13.37 20.64
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 10-06-2008 1,604.71 2.09 6.23 23.71 23.25 13.65 14.77
Invesco India Financial Services Fund - Retail Growth 14-07-2008 1,372 2.12 12.03 25.11 22.9 14.51 16.71
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 8,537.5 1.78 14.67 22.5 22.71 15.97 14.87
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 01-12-2013 3,514.01 1.97 9.72 20.77 22.11 13.6 17.18
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 10,087.5 1.8 12.49 19.52 21.99 13.38 16.68
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 1,355.6 2.16 12.79 21.17 21.83 10.96 13.49
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 2,957.93 1.9 14.96 23.25 21.21 - 16.78
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 290.05 2.41 14.07 20.76 20.42 11.47 12.82
Taurus Banking & Financial Services Fund - Regular Plan - Growth 22-05-2012 12.1 2.43 6.51 19.26 19.7 11.95 13.76
LIC MF Banking And Financial Services Fund-Regular Plan-Growth 23-03-2015 281.55 2.42 5.22 16.36 17.56 7.63 7.4
Motilal Oswal Services Fund - Regular Plan - Growth 16-06-2025 0 2.67 - - - - 0.49
HSBC Financial Services Fund - Regular IDCW 27-02-2025 676.72 2.37 - - - - 17.27
Helios Financial Services Fund - Regular Plan - Growth Option 13-06-2024 187.55 2.4 14.19 - - - 13.02
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 448.02 2.38 13.52 - - - 17.14
Groww Banking & Financial Services Fund - Regular - Growth 07-02-2024 57.13 2.3 8.88 - - - 13.1
DSP Banking & Financial Services Fund - Regular - Growth 15-12-2023 1,353.88 2.12 18.4 - - - 19.67
BANDHAN FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH 28-07-2023 1,085.82 2.16 12.2 - - - 22.7
Quant BFSI Fund - Growth Option - Regular Plan 05-06-2023 635.14 2.33 2.64 - - - 31.5
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 1,269.14 2.14 9.82 - - - 20.58
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 07-12-2021 318.14 2.39 11.15 17.23 - - 12.42
HDFC Banking & Financial Services Fund - Growth Option 01-07-2021 4,128.71 1.9 10.74 21.62 - - 15.01
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 2,085.2 2.02 10.45 21.34 - - 17.32
Category Average - - - 11.09 21.11 21.83 12.65 15.88
Nifty Financial Services TRI - - - 15.4 19.43 20.42 14.33 17.81