Mutual Fund SIP Returns - Equity: Sectoral-Banking and Financial Services
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| Quant BFSI Fund Reg Gr | QuantMF | 05-06-2023 | 757.6 | 2.51 | 36000.0 | 38132.32 | 13.34 |
| Groww Banking & Financial Services Reg Gr | Invest Online | GrowwMF | 07-02-2024 | 68.56 | 2.75 | 36000.0 | 37372.53 | 8.52 |
| DSP Banking & Financial Services Reg Gr | DSPMF | 15-12-2023 | 1,828.33 | 3.32 | 36000.0 | 37276.17 | 7.91 |
| HSBC Fin Services Fund Reg Gr | HSBCMF | 27-02-2025 | 866.16 | 2.74 | 36000.0 | 37202.08 | 7.45 |
| Invesco India Fin Services Fund Reg Plan Gr | InvescoMF | 14-07-2008 | 1,673.13 | 2.07 | 36000.0 | 36806.72 | 4.98 |
| Motilal Oswal Services Fund Reg Plan Gr | MotilalMF | 16-06-2025 | 110.41 | 2.47 | 36000.0 | 36780.44 | 4.81 |
| ITI Banking and Financial Services Fund Reg Gr | ITIMF | 07-12-2021 | 362.26 | 2.41 | 36000.0 | 36110.13 | 0.67 |
| HDFC Banking & Fin Services Fund Gr | Invest Online | HDFCMF | 01-07-2021 | 4,369.89 | 2.39 | 36000.0 | 36031.01 | 0.19 |
| Kotak Banking & Financial Services Fund Reg Gr | Invest Online | KotakMF | 27-02-2023 | 1,446.78 | 2.28 | 36000.0 | 35961.93 | -0.23 |
| Sundaram Fin Services Opp Reg Gr | SundaramMF | 10-06-2008 | 1,612.72 | 2.08 | 36000.0 | 35937.02 | -0.38 |
| WhiteOak Capital Banking & Financial Services Reg Gr | WhiteOakCapitalMF | 06-02-2024 | 591.58 | 2.51 | 36000.0 | 35838.43 | -0.99 |
| Nippon India Banking and Financial Services Fund Gr Gr | NipponIndiaMF | 01-05-2003 | 7,469.77 | 1.97 | 36000.0 | 35699.09 | -1.83 |
| ABSL Banking and Fin Services Reg Gr | ABSLMF | 01-12-2013 | 3,541.09 | 1.92 | 36000.0 | 35696.85 | -1.85 |
| UTI Banking and Fin Services Reg Gr | UTIMF | 01-08-2005 | 1,350.29 | 4.4 | 36000.0 | 35605.47 | -2.4 |
| SBI Banking and Fin Services Reg Gr | Invest Online | SBIMF | 01-02-2015 | 10,374.95 | 2.02 | 36000.0 | 35584.42 | -2.53 |
| Tata Banking And Fin Services Reg Gr | TataMF | 18-12-2015 | 3,043.18 | 2.67 | 36000.0 | 35488.76 | -3.11 |
| Baroda BNP Paribas Banking and Fin Services Plan A Gr | BarodaMF | 22-06-2012 | 389.4 | 2.47 | 36000.0 | 35481.29 | -3.15 |
| Mirae Asset Banking and Fin Services Reg Gr | Invest Online | MiraeMF | 11-12-2020 | 2,173.94 | 2.05 | 36000.0 | 35468.83 | -3.23 |
| Helios Financial Services Fund Reg Gr | HeliosMF | 13-06-2024 | 190.71 | 2.43 | 36000.0 | 35371.81 | -3.81 |
| Taurus Banking & Fin Services Reg Gr | TaurusMF | 22-05-2012 | 11.42 | 2.41 | 36000.0 | 35217.28 | -4.74 |
| Bandhan Financial Services Fund Reg Gr | Invest Online | BandhanMF | 28-07-2023 | 1,059.88 | 2.4 | 36000.0 | 35188.36 | -4.92 |
| LIC MF Banking And Fin Services Reg Gr | Invest Online | LICMF | 23-03-2015 | 262.05 | 2.41 | 36000.0 | 35103.51 | -5.43 |
| ICICI Pru Banking and Fin Services Gr | ICICIMF | 05-08-2008 | 10,588.98 | 2.16 | 36000.0 | 34824.68 | -7.09 |
| Category Average | - | - | - | - | 36000.0 | 36007.79 | 0.09 |
| Nifty Financial Services TRI | - | 09-09-1992 | - | - | 36000.0 | 35232.57 | -4.65 |
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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