Mutual Fund Trailing Returns - Equity: Sectoral-Banking and Financial Services
Data as on - 01-08-2025
| 1 Year | 3 Years | 5 Years | 10 Years | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme Name | Launch Date | AUM (Crore) | TER (%) | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Since Launch Rtn. (%) |
| DSP Banking & Financial Services Reg Gr | 15-12-2023 | 1,353.88 | 2.12 | 13.96 | 1/21 | - | - | - | - | - | - | 16.45 |
| Baroda BNP Paribas Banking and Fin Services Plan A Gr | 22-06-2012 | 290.05 | 2.41 | 12.13 | 2/21 | 17.17 | 8/14 | 20.52 | 9/11 | 11.23 | 8/10 | 12.58 |
| SBI Banking and Fin Services Reg Gr | Invest Online | 01-02-2015 | 8,537.5 | 1.78 | 11.45 | 3/21 | 19.06 | 3/14 | 22.29 | 4/11 | 15.5 | 1/10 | 14.47 |
| WhiteOak Capital Banking & Financial Services Reg Gr | 06-02-2024 | 448.02 | 2.38 | 10.95 | 4/21 | - | - | - | - | - | - | 14.55 |
| Helios Financial Services Fund Reg Gr | 13-06-2024 | 187.55 | 2.4 | 10.54 | 5/21 | - | - | - | - | - | - | 10.01 |
| Tata Banking And Fin Services Reg Gr | 18-12-2015 | 2,957.93 | 1.9 | 9.85 | 6/21 | 18.89 | 4/14 | 20.6 | 8/11 | - | - | 16.1 |
| Invesco India Fin Services Retail Gr | 14-07-2008 | 1,372 | 2.12 | 9.46 | 7/21 | 21.42 | 1/14 | 22.82 | 3/11 | 14.17 | 2/10 | 16.52 |
| ICICI Pru Banking and Fin Services Gr | 05-08-2008 | 10,087.5 | 1.8 | 9.41 | 8/21 | 16.47 | 11/14 | 21.99 | 5/11 | 13.02 | 4/10 | 16.48 |
| UTI Banking and Fin Services Reg Gr | 01-08-2005 | 1,355.6 | 2.16 | 8.93 | 9/21 | 16.89 | 9/14 | 21.82 | 6/11 | 10.57 | 9/10 | 13.26 |
| Mirae Asset Banking and Fin Services Reg Gr | Invest Online | 11-12-2020 | 2,085.2 | 2.02 | 8.72 | 10/21 | 17.7 | 6/14 | - | - | - | - | 16.56 |
| Bandhan Financial Services Fund Reg Gr | Invest Online | 28-07-2023 | 1,085.82 | 2.16 | 8.61 | 11/21 | - | - | - | - | - | - | 20.01 |
| ITI Banking and Financial Services Fund Reg Gr | 07-12-2021 | 318.14 | 2.39 | 8.25 | 12/21 | 13.44 | 13/14 | - | - | - | - | 11.28 |
| Nippon India Banking and Financial Services Fund Gr Gr | 01-05-2003 | 7,487.22 | 1.84 | 8.07 | 13/21 | 18.67 | 5/14 | 26.25 | 1/11 | 12.81 | 6/10 | 20.39 |
| HDFC Banking & Fin Services Fund Gr | Invest Online | 01-07-2021 | 4,128.71 | 1.9 | 7.19 | 14/21 | 17.26 | 7/14 | - | - | - | - | 13.63 |
| Kotak Banking & Financial Services Fund Reg Gr | Invest Online | 27-02-2023 | 1,269.14 | 2.14 | 6.31 | 15/21 | - | - | - | - | - | - | 18.45 |
| Groww Banking & Financial Services Reg Gr | Invest Online | 07-02-2024 | 57.13 | 2.3 | 6.11 | 16/21 | - | - | - | - | - | - | 10.42 |
| ABSL Banking and Fin Services Reg Gr | 01-12-2013 | 3,624.56 | 1.97 | 6.02 | 17/21 | 16.53 | 10/14 | 21.7 | 7/11 | 12.84 | 5/10 | 16.71 |
| Taurus Banking & Fin Services Reg Gr | 22-05-2012 | 12.1 | 2.43 | 5.27 | 18/21 | 15.9 | 12/14 | 19.74 | 10/11 | 11.72 | 7/10 | 13.55 |
| LIC MF Banking And Fin Services Reg Gr | Invest Online | 23-03-2015 | 281.55 | 2.42 | 3.96 | 19/21 | 12.35 | 14/14 | 17.57 | 11/11 | 7.3 | 10/10 | 7.06 |
| Sundaram Fin Services Opp Reg Gr | 10-06-2008 | 1,604.71 | 2.09 | 2.84 | 20/21 | 19.15 | 2/14 | 23.11 | 2/11 | 13.15 | 3/10 | 14.43 |
| HSBC Fin Services Fund Reg Gr | 27-02-2025 | 676.72 | 2.37 | - | - | - | - | - | - | - | - | 11.7 |
| Motilal Oswal Services Fund Reg Plan Gr | 16-06-2025 | 0 | 2.67 | - | - | - | - | - | - | - | - | -2.61 |
| Mahindra Manulife Banking & Fin Services Fund Reg Gr | 27-06-2025 | 0 | 0.0 | - | - | - | - | - | - | - | - | -1.79 |
| Quant BFSI Fund Reg Gr | 05-06-2023 | 635.14 | 2.33 | -1.17 | 21/21 | - | - | - | - | - | - | 29.47 |
| Category Average | - | - | - | 7.95 | - | 17.21 | - | 21.67 | - | 12.23 | - | 13.74 |
| Nifty Financial Services TRI | - | - | - | 14.95 | - | 16.23 | - | 20.94 | - | 14.12 | - | 17.69 |
Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.
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