Mutual Fund SIP Returns - Equity: Sectoral-Banking and Financial Services
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| DSP Banking & Financial Services Reg Gr | DSPMF | 15-12-2023 | 1,288.93 | 2.16 | 36000.0 | 39697.03 | 23.42 |
| Tata Banking And Fin Services Reg Gr | TataMF | 18-12-2015 | 2,797.02 | 1.91 | 36000.0 | 39389.7 | 21.4 |
| SBI Banking and Fin Services Reg Gr | Invest Online | SBIMF | 01-02-2015 | 7,994.89 | 1.78 | 36000.0 | 39362.5 | 21.22 |
| Nippon India Banking and Financial Services Fund Gr Gr | NipponIndiaMF | 01-05-2003 | 7,157.92 | 1.84 | 36000.0 | 39173.39 | 19.99 |
| WhiteOak Capital Banking & Financial Services Reg Gr | WhiteOakCapitalMF | 06-02-2024 | 416.66 | 2.38 | 36000.0 | 39069.6 | 19.32 |
| Mirae Asset Banking and Fin Services Reg Gr | Invest Online | MiraeMF | 11-12-2020 | 1,998.25 | 2.05 | 36000.0 | 39053.9 | 19.22 |
| UTI Banking and Fin Services Reg Gr | UTIMF | 01-08-2005 | 1,294.77 | 2.17 | 36000.0 | 39044.98 | 19.16 |
| HDFC Banking and Financial Services Fund Gr | Invest Online | HDFCMF | 01-07-2021 | 4,010 | 1.91 | 36000.0 | 38979.37 | 18.73 |
| ICICI Pru Banking and Fin Services Gr | ICICIMF | 05-08-2008 | 9,811.9 | 1.81 | 36000.0 | 38884.32 | 18.12 |
| Invesco India Fin Services Retail Gr | InvescoMF | 14-07-2008 | 1,380 | 2.14 | 36000.0 | 38882.96 | 18.11 |
| Baroda BNP Paribas Banking and Fin Services Plan A Gr | BarodaMF | 22-06-2012 | 271.56 | 2.41 | 36000.0 | 38825.63 | 17.74 |
| ITI Banking and Financial Services Fund Reg Gr | ITIMF | 07-12-2021 | 306.71 | 2.38 | 36000.0 | 38778.85 | 17.44 |
| ABSL Banking and Fin Services Reg Gr | ABSLMF | 01-12-2013 | 3,514.01 | 1.98 | 36000.0 | 38723.35 | 17.08 |
| Bandhan Financial Services Fund Reg Gr | Invest Online | BandhanMF | 28-07-2023 | 1,039.05 | 2.18 | 36000.0 | 38460.13 | 15.39 |
| Sundaram Fin Services Opp Reg Gr | SundaramMF | 10-06-2008 | 1,548.09 | 2.1 | 36000.0 | 38416.28 | 15.11 |
| Helios Financial Services Fund Reg Gr | HeliosMF | 13-06-2024 | 172.68 | 2.4 | 36000.0 | 38401.38 | 15.01 |
| Groww Banking & Financial Services Reg Gr | Invest Online | GrowwMF | 07-02-2024 | 53.96 | 2.3 | 36000.0 | 38353.53 | 14.7 |
| LIC MF Banking And Fin Services Reg Gr | Invest Online | LICMF | 23-03-2015 | 273.36 | 2.42 | 36000.0 | 38346.59 | 14.66 |
| Kotak Banking & Financial Services Fund Reg Gr | Invest Online | KotakMF | 27-02-2023 | 1,212.36 | 2.15 | 36000.0 | 38338.26 | 14.61 |
| Quant BFSI Fund Reg Gr | QuantMF | 05-06-2023 | 607.03 | 2.35 | 36000.0 | 38267.68 | 14.15 |
| Taurus Banking & Fin Services Reg Gr | TaurusMF | 22-05-2012 | 12 | 2.43 | 36000.0 | 38215.03 | 13.82 |
| Category Average | - | - | - | - | 36000.0 | 38793.55 | 17.54 |
| Nifty Financial Services TRI | - | 01-01-2004 | - | - | 36000.0 | 39253.14 | 20.61 |
Mutual Fund SIP Returns helps you get monthly SIP returns instantly for all mutual fund schemes in a category of your choice. You can select any period - between 1 year to 22 years - select the monthly SIP amount from the drop down, from Rs 1,000/ 2,000, 3,000, 5,000, 10,000, 15,000, 20,000, 25,000, 30,000, 35,000, 40,000, 45,000 and 50,000. Along with the monthly SIP returns of each scheme in the selected category, you also get the AMC name, launch date, AUM (in Crores), expense ratio, Total amount invested in the selected period and the total current value along with the SIP return percentage in XIRR. At the end of the table, you get to see the Scheme Category average SIP returns and the benchmark SIP returns. This help you figure out how the scheme monthly SIP returns have done compared to the category and Benchmark monthly SIP returns. The results can be downloaded in excel.
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