Mutual Fund Trailing Returns - Equity: Sectoral-Banking and Financial Services
Data as on - 09-06-2026
| 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. (%) |
| Quant BFSI Fund Reg Gr | 05-06-2023 | 757.6 | 2.51 | 14.19 | 1/22 | - | - | - | - | - | - | 25.33 |
| DSP Banking & Financial Services Reg Gr | 15-12-2023 | 1,828.33 | 3.32 | 1.89 | 2/22 | - | - | - | - | - | - | 13.4 |
| Groww Banking & Financial Services Reg Gr | Invest Online | 07-02-2024 | 68.56 | 2.75 | 1.28 | 3/22 | - | - | - | - | - | - | 8.21 |
| HSBC Fin Services Fund Reg Gr | 27-02-2025 | 866.16 | 2.74 | 0.69 | 4/22 | - | - | - | - | - | - | 14.57 |
| Canara Robeco Banking and Fins Services Fund Reg Plan Gr | 27-02-2026 | 569.08 | 3.22 | - | - | - | - | - | - | - | - | 3.13 |
| Kotak Services Fund Reg Gr | 04-02-2026 | 743.73 | 2.37 | - | - | - | - | - | - | - | - | -1.15 |
| Motilal Oswal Fin Services Fund Reg Gr | 27-01-2026 | 181.21 | 2.99 | - | - | - | - | - | - | - | - | -2.85 |
| Edelweiss Fin Services Fund Reg Plan Gr | 27-01-2026 | 247 | 2.41 | - | - | - | - | - | - | - | - | -9.19 |
| Bank of India Banking & Fin Services Fund Reg Plan Gr | 08-01-2026 | 274.82 | 2.47 | - | - | - | - | - | - | - | - | -5.49 |
| Bajaj Finserv Banking and Fin Services Fund Reg Gr | 10-11-2025 | 414.71 | 3.78 | - | - | - | - | - | - | - | - | -5.48 |
| Mahindra Manulife Banking & Fin Services Fund Reg Gr | 27-06-2025 | 427.2 | 2.39 | - | - | - | - | - | - | - | - | 0.93 |
| Motilal Oswal Services Fund Reg Plan Gr | 16-06-2025 | 110.41 | 2.47 | - | - | - | - | - | - | - | - | 5.8 |
| Invesco India Fin Services Fund Reg Plan Gr | 14-07-2008 | 1,673.13 | 2.07 | -0.09 | 5/22 | 16.95 | 1/15 | 13.91 | 1/12 | 14.81 | 1/11 | 15.85 |
| ITI Banking and Financial Services Fund Reg Gr | 07-12-2021 | 362.26 | 2.41 | -0.57 | 6/22 | 10.75 | 12/15 | - | - | - | - | 9.7 |
| Kotak Banking & Financial Services Fund Reg Gr | Invest Online | 27-02-2023 | 1,446.78 | 2.28 | -1.64 | 7/22 | 11.69 | 9/15 | - | - | - | - | 13.96 |
| HDFC Banking & Fin Services Fund Gr | Invest Online | 01-07-2021 | 4,369.89 | 2.39 | -1.83 | 8/22 | 11.99 | 7/15 | - | - | - | - | 11.5 |
| SBI Banking and Fin Services Reg Gr | Invest Online | 01-02-2015 | 10,374.95 | 2.02 | -1.85 | 9/22 | 15.68 | 2/15 | 11.95 | 4/12 | 14.81 | 2/11 | 13.3 |
| Mirae Asset Banking and Fin Services Reg Gr | Invest Online | 11-12-2020 | 2,173.94 | 2.05 | -2.0 | 10/22 | 12.51 | 5/15 | 11.87 | 5/12 | - | - | 13.75 |
| WhiteOak Capital Banking & Financial Services Reg Gr | 06-02-2024 | 591.58 | 2.51 | -3.01 | 11/22 | - | - | - | - | - | - | 8.71 |
| ABSL Banking and Fin Services Reg Gr | 01-12-2013 | 3,541.09 | 1.92 | -4.02 | 12/22 | 11.04 | 11/15 | 10.63 | 9/12 | 12.21 | 7/11 | 15.46 |
| Sundaram Fin Services Opp Reg Gr | 10-06-2008 | 1,612.72 | 2.08 | -4.15 | 13/22 | 13.05 | 3/15 | 12.9 | 3/12 | 13.65 | 4/11 | 13.77 |
| Baroda BNP Paribas Banking and Fin Services Plan A Gr | 22-06-2012 | 389.4 | 2.47 | -4.59 | 14/22 | 12.85 | 4/15 | 10.88 | 8/12 | 11.65 | 9/11 | 11.64 |
| UTI Banking and Fin Services Reg Gr | 01-08-2005 | 1,350.29 | 4.4 | -4.69 | 15/22 | 11.75 | 8/15 | 10.9 | 7/12 | 10.4 | 10/11 | 12.62 |
| Nippon India Banking and Financial Services Fund Gr Gr | 01-05-2003 | 7,469.77 | 1.97 | -4.73 | 16/22 | 12.34 | 6/15 | 13.09 | 2/12 | 13.23 | 5/11 | 19.54 |
| Tata Banking And Fin Services Reg Gr | 18-12-2015 | 3,043.18 | 2.67 | -5.15 | 17/22 | 11.67 | 10/15 | 11.08 | 6/12 | 13.86 | 3/11 | 14.56 |
| LIC MF Banking And Fin Services Reg Gr | Invest Online | 23-03-2015 | 262.05 | 2.41 | -5.26 | 18/22 | 6.8 | 15/15 | 8.0 | 12/12 | 8.49 | 11/11 | 6.27 |
| Taurus Banking & Fin Services Reg Gr | 22-05-2012 | 11.42 | 2.41 | -6.47 | 19/22 | 8.55 | 14/15 | 9.72 | 10/12 | 11.98 | 8/11 | 12.36 |
| Bandhan Financial Services Fund Reg Gr | Invest Online | 28-07-2023 | 1,059.88 | 2.4 | -6.67 | 20/22 | - | - | - | - | - | - | 12.34 |
| ICICI Pru Banking and Fin Services Gr | 05-08-2008 | 10,588.98 | 2.16 | -7.43 | 21/22 | 9.67 | 13/15 | 9.26 | 11/12 | 12.5 | 6/11 | 15.24 |
| Helios Financial Services Fund Reg Gr | 13-06-2024 | 190.71 | 2.43 | -7.47 | 22/22 | - | - | - | - | - | - | 2.82 |
| Category Average | - | - | - | -2.43 | - | 11.82 | - | 11.18 | - | 12.51 | - | 9.02 |
| Nifty Financial Services TRI | - | - | - | -6.67 | - | 9.39 | - | 9.34 | - | 13.86 | - | -0.19 |
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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