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

Data as on - 29-05-2023
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 658.64 2.36 26.33 29.97 12.15 13.16 13.86
Taurus Banking & Financial Services Fund - Regular Plan - Growth 22-05-2012 9.44 2.45 24.67 27.48 11.76 11.92 13.5
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 4,018.17 1.97 18.38 26.08 11.32 - 12.55
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 1,362.5 2.1 26.23 25.53 10.83 - 15.64
Invesco India Financial Services Fund - Retail Growth 14-07-2008 505.38 2.43 22.09 26.03 10.18 13.75 15.59
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 3,982.02 1.97 26.6 37.94 9.84 13.85 20.62
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 6,312.8 1.87 21.35 31.43 9.63 15.39 16.44
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 01-12-2013 2,524.46 2.03 22.76 31.8 8.91 - 16.81
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 79.17 2.49 18.75 24.8 8.77 10.52 11.33
LIC MF Banking And Financial Services Fund-Regular Plan-Growth 23-03-2015 140.89 2.51 28.66 26.14 8.6 - 6.16
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 867.34 2.33 21.79 29.42 6.44 10.55 12.78
IDBI Banking & Financial Services Fund - Regular Plan (Growth) 28-05-2018 84.29 2.53 20.66 25.2 - - 8.06
Mirae Asset Banking and Financial Services Fund Regular Growth 05-12-2020 1,320.41 2.11 23.23 - - - 15.04
HDFC Banking and Financial Services Fund - Growth Option 05-06-2021 2,632.35 1.91 24.93 - - - 10.44
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 06-12-2021 237.96 2.33 17.52 - - - 7.65
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 557.66 2.37 - - - - 9.78
Category Average - - - 22.93 28.48 9.86 12.73 12.89
Nifty Financial Services TRI - - - 19.69 - - - 7.69