Mutual Fund Trailing Returns - Equity: Sectoral-Banking and Financial Services
Data as on - 24-04-2025
| 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 | 1,135.52 | 2.17 | 25.22 | 1/20 | - | - | - | - | - | - | 19.35 |
| WhiteOak Capital Banking & Financial Services Reg Gr | 06-02-2024 | 359.81 | 2.39 | 19.9 | 2/20 | - | - | - | - | - | - | 16.6 |
| SBI Banking and Fin Services Reg Gr | Invest Online | 01-02-2015 | 7,111.33 | 1.8 | 19.22 | 4/20 | 19.33 | 5/14 | 24.77 | 7/11 | 15.66 | 1/10 | 14.54 |
| Tata Banking And Fin Services Reg Gr | 18-12-2015 | 2,546.78 | 1.96 | 19.22 | 3/20 | 20.45 | 2/14 | 23.59 | 8/11 | - | - | 16.67 |
| Baroda BNP Paribas Banking and Fin Services Plan A Gr | 22-06-2012 | 237.5 | 2.42 | 18.46 | 5/20 | 18.7 | 7/14 | 22.73 | 9/11 | 11.53 | 8/10 | 12.77 |
| UTI Banking and Fin Services Reg Gr | 01-08-2005 | 1,211.18 | 2.19 | 18.32 | 6/20 | 18.54 | 8/14 | 25.27 | 6/11 | 11.15 | 9/10 | 13.45 |
| Nippon India Banking and Financial Services Fund Gr Gr | 01-05-2003 | 6,566 | 1.87 | 18.16 | 7/20 | 20.01 | 4/14 | 30.29 | 1/11 | 13.51 | 6/10 | 20.68 |
| Kotak Banking & Financial Services Fund Reg Gr | Invest Online | 27-02-2023 | 1,119.78 | 2.17 | 17.93 | 8/20 | - | - | - | - | - | - | 20.8 |
| ICICI Pru Banking and Fin Services Gr | 05-08-2008 | 9,007.66 | 1.83 | 17.77 | 9/20 | 16.65 | 12/14 | 25.35 | 4/11 | 13.77 | 5/10 | 16.59 |
| Mirae Asset Banking and Fin Services Reg Gr | Invest Online | 11-12-2020 | 1,839.85 | 2.08 | 17.12 | 10/20 | 18.75 | 6/14 | - | - | - | - | 17.05 |
| Invesco India Fin Services Retail Gr | 14-07-2008 | 1,208 | 2.17 | 16.84 | 11/20 | 20.43 | 3/14 | 25.34 | 5/11 | 14.5 | 2/10 | 16.57 |
| Bandhan Financial Services Fund Reg Gr | Invest Online | 28-07-2023 | 966.86 | 2.22 | 16.33 | 12/20 | - | - | - | - | - | - | 22.78 |
| HDFC Banking and Financial Services Fund Gr | 01-07-2021 | 3,722 | 1.92 | 15.85 | 13/20 | 18.5 | 9/14 | - | - | - | - | 14.45 |
| Sundaram Fin Services Opp Reg Gr | 10-06-2008 | 1,414.89 | 2.15 | 15.08 | 14/20 | 21.77 | 1/14 | 26.68 | 2/11 | 13.87 | 3/10 | 14.84 |
| ITI Banking and Financial Services Fund Reg Gr | 07-12-2021 | 287.76 | 2.36 | 14.37 | 15/20 | 15.63 | 13/14 | - | - | - | - | 12.18 |
| ABSL Banking and Fin Services Reg Gr | 01-12-2013 | 3,248.48 | 2.0 | 14.2 | 16/20 | 17.21 | 10/14 | 26.3 | 3/11 | 13.8 | 4/10 | 17.13 |
| Taurus Banking & Fin Services Reg Gr | 22-05-2012 | 11 | 2.31 | 11.56 | 17/20 | 16.91 | 11/14 | 22.16 | 10/11 | 11.91 | 7/10 | 13.77 |
| Groww Banking & Financial Services Reg Gr | Invest Online | 07-02-2024 | 49.44 | 2.3 | 7.97 | 18/20 | - | - | - | - | - | - | 8.97 |
| LIC MF Banking And Fin Services Reg Gr | Invest Online | 23-03-2015 | 253.87 | 2.42 | 7.8 | 19/20 | 13.54 | 14/14 | 19.83 | 11/11 | 7.23 | 10/10 | 6.99 |
| Helios Financial Services Fund Reg Gr | 13-06-2024 | 153 | 2.4 | - | - | - | - | - | - | - | - | 8.14 |
| HSBC Fin Services Fund Reg IDCW | 27-02-2025 | 540 | 2.4 | - | - | - | - | - | - | - | - | 11.32 |
| Quant BFSI Fund Reg Gr | 05-06-2023 | 562.18 | 2.39 | -1.23 | 20/20 | - | - | - | - | - | - | 27.7 |
| Category Average | - | - | - | 15.5 | - | 18.32 | - | 24.76 | - | 12.69 | - | 15.61 |
| NiftyFinancialServices TRI | - | - | - | 25.21 | - | 17.72 | - | 22.83 | - | 14.34 | - | 17.86 |
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.
Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.
