Category: Equity: Sectoral-Banking and Financial Services
Launch Date: 27-06-2025
Riskometer: Very High
Mr. Vishal Jajoo & Mr. Chetan Sanjay Gindodia
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Scheme Name | Inception Date |
1 Year Rtn (%) |
2 Year Rtn (%) |
3 Year Rtn (%) |
5 Year Rtn (%) |
10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Banking & Financial Services Fund - Regular - Growth | 27-06-2025 | 6.51 | - | - | - | - |
| Quant BFSI Fund - Growth Option - Regular Plan | 05-06-2023 | 15.09 | 8.95 | 20.37 | - | - |
| Groww BankIng & FInancial Services Fund Regular Growth | 07-02-2024 | 12.04 | 7.92 | - | - | - |
| Motilal Oswal Services Fund - Regular Plan - Growth | 16-06-2025 | 11.84 | - | - | - | - |
| DSP BankIng & FInancial Services Fund - Regular - Growth | 15-12-2023 | 10.85 | 8.88 | - | - | - |
| HSBC FInancial Services Fund - Regular Growth | 27-02-2025 | 9.05 | - | - | - | - |
| Sundaram FInancial Services Opportunities Fund Regular Plan - Growth | 10-06-2008 | 6.4 | 2.73 | 11.03 | 12.17 | 12.78 |
| Invesco India FInancial Services Fund - Regular Plan - Growth | 14-07-2008 | 5.21 | 5.12 | 15.86 | 12.27 | 13.88 |
| ITI BankIng And FInancial Services Fund -Regular Plan - Growth Option | 07-12-2021 | 5.11 | 5.59 | 9.39 | - | - |
| HDFC BankIng & FInancial Services Fund - Growth Option | 01-07-2021 | 4.18 | 3.88 | 10.45 | 10.3 | - |
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Mahindra-Manulife-Banking-Financial-Services-Fund-Regular-Growth | - | - | - | - | - | - |
| Equity: Sectoral-Banking and Financial Services | - | - | - | - | - | - |