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

Data as on - 20-07-2026
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quant BFSI Fund - Growth Option - Regular Plan 05-06-2023 833.83 3.47 16.36 25.13 - - 27.08
Motilal Oswal Services Fund - Regular Plan - Growth 16-06-2025 119.63 2.47 13.48 - - - 12.83
DSP BankIng & FInancial Services Fund - Regular - Growth 15-12-2023 2,012.45 2.22 11.17 - - - 16.11
Groww BankIng & FInancial Services Fund Regular Growth 07-02-2024 75.51 3.01 8.91 - - - 11.18
ITI BankIng And FInancial Services Fund -Regular Plan - Growth Option 07-12-2021 381.16 3.05 7.57 10.46 - - 11.08
HSBC FInancial Services Fund - Regular Growth 27-02-2025 926.56 2.44 7.34 - - - 18.09
Kotak BankIng & FInancial Services Fund - Regular Plan - Growth 27-02-2023 1,486.94 2.24 6.68 12.29 - - 15.89
Invesco India FInancial Services Fund - Regular Plan - Growth 14-07-2008 1,811 2.2 6.67 16.82 14.8 14.78 16.11
HDFC BankIng & FInancial Services Fund - Growth Option 01-07-2021 4,582.3 1.95 5.77 12.14 13.11 - 12.77
WhiteOak Capital BankIng & FInancial Services Fund - Regular Growth 06-02-2024 633.39 2.81 5.14 - - - 11.75
Mirae Asset BankIng And FInancial Services Fund Regular Growth 11-12-2020 2,304.89 2.13 5.11 12.5 13.47 - 14.82
Sundaram FInancial Services Opportunities Fund Regular Plan - Growth 10-06-2008 1,681.38 2.17 4.64 13.21 14.63 13.59 14.12
Aditya Birla Sun Life BankIng And FInancial Services Fund - Regular Plan - Growth 01-12-2013 3,675.7 2.01 3.96 10.94 12.11 12.18 15.95
SBI BankIng & FInancial Services Fund - Regular Plan - Growth 01-02-2015 10,372.14 2.05 3.67 14.89 13.44 14.8 13.72
UTI BankIng And FInancial Services Fund - Regular Plan - Growth Option 01-08-2005 1,429.59 2.42 3.65 11.91 12.55 10.56 12.93
Baroda BNP Paribas BankIng And FInancial Services Fund - Regular - Growth Option 22-06-2012 421.34 2.83 3.16 12.81 12.61 11.68 12.05
Nippon India BankIng And FInancial Services Fund-Growth Plan-Growth Option 01-05-2003 7,441.36 1.89 2.82 12.42 14.3 13.18 19.75
Bandhan FInancial Services Fund - Regular Plan - Growth 28-07-2023 1,105.37 2.46 2.3 - - - 14.9
Tata BankIng And FInancial Services Fund-Regular Plan-Growth 18-12-2015 3,170.66 2.38 1.75 11.36 12.73 13.76 15.09
LIC MF BankIng And FInancial Services Fund-Regular Plan-Growth 23-03-2015 269.21 3.01 1.46 7.0 9.6 8.24 6.88
Helios FInancial Services Fund - Regular Plan - Growth Option 13-06-2024 200.28 2.51 0.69 - - - 6.68
Taurus BankIng & FInancial Services Fund - Regular Plan - Growth 22-05-2012 11.69 2.55 0.11 8.02 11.1 11.92 12.64
Canara Robeco BankIng And FInancials Services Fund - Regular Plan - Growth 27-02-2026 574.85 2.89 - - - - 10.11
Kotak Services Fund - Regular - Growth 04-02-2026 749.06 2.6 - - - - 4.86
Motilal Oswal FInancial Services Fund- Regular-Growth 27-01-2026 191.37 2.47 - - - - 5.63
Edelweiss FInancial Services Fund - Regular Plan - Growth Option 27-01-2026 247 2.6 - - - - -4.42
Bank Of India BankIng & FInancial Services Fund - Regular Plan - Growth 08-01-2026 282.25 2.79 - - - - -1.1
Bajaj FInserv BankIng And FInancial Services Fund - Regular - Growth 10-11-2025 463.88 2.76 - - - - 0.38
MahIndra Manulife BankIng & FInancial Services Fund - Regular - Growth 27-06-2025 427.84 2.94 - - - - 7.71
ICICI Prudential BankIng And FInancial Services Fund - Growth 05-08-2008 11,034.17 1.9 -1.11 9.68 10.33 12.09 15.53
Category Average - - - 5.27 12.6 12.68 12.43 11.7
Nifty Financial Services TRI - - - 1.37 10.91 10.77 14.03 0.06