Groww Banking & Financial Services Fund - Regular - Growth

Fund House: Groww Mutual Fund
Category: Equity: Sectoral-Banking and Financial Services
Launch Date: 07-02-2024
Asset Class:
Benchmark: NIFTY Financial Services TRI
TER: 2.3% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 51.8 Cr As on 30-04-2025(Source:AMFI)
Turn over: 3% | Exit Load: Nil

11.3664

10.91%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Financial Services TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate consistent long-term returns by investing in equity and equity-related instruments of banking and financial services companies and other related sectors/companies. The fund aims to capitalize on the growth opportunities and growth potential of various sub-sectors within the BFSI sector, including (but not limited to) banks, NBFCs, insurance companies, asset management companies, capital market participants, fintech players etc.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Groww Banking & Financial Services Fund - Regular - Growth 07-02-2024 10.63 - - - -
DSP Banking & Financial Services Fund - Regular - Growth 15-12-2023 26.16 - - - -
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 20.65 - - - -
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 20.05 18.81 20.78 27.63 13.65
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 19.86 20.59 23.71 25.15 -
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 18.83 23.77 23.17 27.0 15.66
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 18.79 19.72 22.32 27.35 11.08
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 18.56 21.45 22.62 25.02 11.45
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 18.03 21.46 24.01 32.5 13.35
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 17.93 19.87 22.72 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

15.53%

Others

9.38%

Large Cap

63.03%

Mid Cap

12.05%

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