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

Data as on - 12-09-2024
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 1,409.44 2.11 29.05 18.74 19.48 14.75 15.22
Invesco India Financial Services Fund - Retail Growth 14-07-2008 948.64 2.26 38.81 16.92 18.42 15.83 17.05
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 5,929.64 1.88 25.92 18.31 17.91 14.1 21.06
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 5,979.63 1.84 31.71 14.97 17.07 - 14.78
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 2,252.72 1.97 21.7 14.38 16.42 - 17.07
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 01-12-2013 3,255.81 1.98 20.99 13.72 16.12 15.16 17.82
Taurus Banking & Financial Services Fund - Regular Plan - Growth 22-05-2012 11.2 2.49 20.03 13.64 15.34 12.02 14.1
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 7,605.37 1.84 22.65 13.39 15.13 14.38 16.98
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 164.72 2.46 25.37 13.57 13.92 11.6 12.7
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 1,144.85 2.2 23.48 13.75 13.64 11.28 13.5
LIC MF Banking And Financial Services Fund-Regular Plan-Growth 23-03-2015 296.05 2.42 13.61 10.83 12.86 - 7.42
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 1,827.45 2.05 21.21 14.45 - - 18.4
HDFC Banking and Financial Services Fund - Growth Option 05-06-2021 3,596.75 1.89 23.19 14.44 - - 16.02
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 06-12-2021 269.28 2.34 17.9 - - - 12.84
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 931.42 2.24 23.41 - - - 26.56
Quant BFSI Fund - Growth Option - Regular Plan 05-06-2023 649.57 2.31 49.61 - - - 56.96
BANDHAN FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH 28-07-2023 796.27 2.21 37.77 - - - 35.07
DSP Banking & Financial Services Fund - Regular - Growth 02-12-2023 684.91 2.28 - - - - 15.37
Groww Banking & Financial Services Fund - Regular - Growth 07-02-2024 36.62 2.3 - - - - 10.59
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 170.6 2.37 - - - - 14.1
Helios Financial Services Fund - Regular Plan - Growth Option 13-06-2024 0 2.39 - - - - 4.9
Category Average - - - 26.26 14.7 16.03 13.64 18.02
NiftyFinancialServices TRI - - - 19.13 10.65 14.85 14.66 17.86