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शीर्ष 11 सर्वश्रेष्ठ म्युचुअल फंड महीने 2022
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Financial Services Opportunities Fund Growth ₹107.528
↑ 0.25 ₹1,460 100,000 100 7.7 4.1 4.7 8.9 18.9 22.6 7.1 LIC MF Banking & Financial Services Fund Growth ₹22.0421
↓ -0.01 ₹267 5,000 1,000 7.6 4.7 10.4 11.9 12.9 18.1 0.5 Motilal Oswal Dynamic Fund Growth ₹20.5599
↑ 0.15 ₹987 5,000 500 7.3 4.4 13.2 -5.6 10.1 8.7 9.4 TATA Banking and Financial Services Fund Growth ₹44.9963
↑ 0.16 ₹2,819 5,000 150 7.3 5.3 6.9 13.6 18.3 20.2 9 Aditya Birla Sun Life Focused Equity Fund Growth ₹147.673
↑ 0.91 ₹7,620 1,000 1,000 6.9 5.8 8.3 5.8 17 19.3 18.7 Invesco India Financial Services Fund Growth ₹142.64
↓ -0.03 ₹1,392 5,000 100 6.7 3.2 9.4 10.6 21.2 21.8 19.8 TATA Digital India Fund Growth ₹47.4806
↑ 0.05 ₹11,520 5,000 150 6.5 3.1 6.4 -8.3 14.7 18.9 30.6 Motilal Oswal Midcap 30 Fund Growth ₹105.039
↑ 0.59 ₹34,780 5,000 500 6.4 3.4 10.7 0.5 26.7 33.2 57.1 UTI Banking and Financial Services Fund Growth ₹197.668
↑ 0.42 ₹1,255 5,000 500 6.4 5.1 7.4 11.6 17 21.5 11.1 Baroda Pioneer Banking And Financial Services Fund Growth ₹49.7231
↑ 0.02 ₹295 5,000 500 6.3 3.7 6.6 11.3 17.3 19.6 12.5 Nippon India Banking Fund Growth ₹653.995
↑ 0.58 ₹6,990 5,000 100 6.3 4.6 6.2 12.3 18.6 26 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 25 Research Highlights & Commentary of 11 Funds showcased
Commentary Sundaram Financial Services Opportunities Fund LIC MF Banking & Financial Services Fund Motilal Oswal Dynamic Fund TATA Banking and Financial Services Fund Aditya Birla Sun Life Focused Equity Fund Invesco India Financial Services Fund TATA Digital India Fund Motilal Oswal Midcap 30 Fund UTI Banking and Financial Services Fund Baroda Pioneer Banking And Financial Services Fund Nippon India Banking Fund Point 1 Lower mid AUM (₹1,460 Cr). Bottom quartile AUM (₹267 Cr). Bottom quartile AUM (₹987 Cr). Upper mid AUM (₹2,819 Cr). Upper mid AUM (₹7,620 Cr). Lower mid AUM (₹1,392 Cr). Top quartile AUM (₹11,520 Cr). Highest AUM (₹34,780 Cr). Lower mid AUM (₹1,255 Cr). Bottom quartile AUM (₹295 Cr). Upper mid AUM (₹6,990 Cr). Point 2 Established history (17+ yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (9+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (9+ yrs). Established history (11+ yrs). Established history (21+ yrs). Established history (13+ yrs). Oldest track record among peers (22 yrs). Point 3 Rating: 3★ (upper mid). Not Rated. Not Rated. Not Rated. Rating: 4★ (top quartile). Top rated. Not Rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 3★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 22.63% (upper mid). 5Y return: 18.14% (bottom quartile). 5Y return: 8.72% (bottom quartile). 5Y return: 20.20% (lower mid). 5Y return: 19.33% (lower mid). 5Y return: 21.82% (upper mid). 5Y return: 18.88% (bottom quartile). 5Y return: 33.21% (top quartile). 5Y return: 21.46% (upper mid). 5Y return: 19.62% (lower mid). 5Y return: 26.02% (top quartile). Point 6 3Y return: 18.94% (upper mid). 3Y return: 12.89% (bottom quartile). 3Y return: 10.09% (bottom quartile). 3Y return: 18.28% (upper mid). 3Y return: 17.02% (lower mid). 3Y return: 21.22% (top quartile). 3Y return: 14.69% (bottom quartile). 3Y return: 26.73% (top quartile). 3Y return: 16.97% (lower mid). 3Y return: 17.29% (lower mid). 3Y return: 18.62% (upper mid). Point 7 1Y return: 8.90% (lower mid). 1Y return: 11.88% (upper mid). 1Y return: -5.58% (bottom quartile). 1Y return: 13.62% (top quartile). 1Y return: 5.83% (lower mid). 1Y return: 10.59% (lower mid). 1Y return: -8.25% (bottom quartile). 1Y return: 0.51% (bottom quartile). 1Y return: 11.64% (upper mid). 1Y return: 11.28% (upper mid). 1Y return: 12.35% (top quartile). Point 8 Alpha: -11.54 (bottom quartile). Alpha: -7.08 (bottom quartile). 1M return: 7.27% (upper mid). Alpha: -3.57 (lower mid). Alpha: -0.19 (upper mid). Alpha: -4.77 (lower mid). Alpha: 0.58 (top quartile). Alpha: 4.99 (top quartile). Alpha: -3.36 (lower mid). Alpha: -1.26 (upper mid). Alpha: -4.87 (bottom quartile). Point 9 Sharpe: -0.55 (lower mid). Sharpe: -0.26 (lower mid). Alpha: 0.00 (upper mid). Sharpe: -0.01 (upper mid). Sharpe: -0.62 (bottom quartile). Sharpe: -0.08 (upper mid). Sharpe: -1.05 (bottom quartile). Sharpe: -0.18 (lower mid). Sharpe: 0.01 (top quartile). Sharpe: 0.16 (top quartile). Sharpe: -0.12 (upper mid). Point 10 Information ratio: 0.50 (lower mid). Information ratio: -0.38 (bottom quartile). Sharpe: -0.88 (bottom quartile). Information ratio: 0.56 (upper mid). Information ratio: -0.15 (bottom quartile). Information ratio: 0.78 (top quartile). Information ratio: 0.75 (top quartile). Information ratio: 0.57 (upper mid). Information ratio: 0.28 (lower mid). Information ratio: 0.38 (lower mid). Information ratio: 0.64 (upper mid). Sundaram Financial Services Opportunities Fund
LIC MF Banking & Financial Services Fund
Motilal Oswal Dynamic Fund
TATA Banking and Financial Services Fund
Aditya Birla Sun Life Focused Equity Fund
Invesco India Financial Services Fund
TATA Digital India Fund
Motilal Oswal Midcap 30 Fund
UTI Banking and Financial Services Fund
Baroda Pioneer Banking And Financial Services Fund
Nippon India Banking Fund
*नीचे दी गई सूची हैशीर्ष म्युचुअल फंड महीने के लिए, 2022 होनेसंपत्ति>= 100 करोड़
Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services. Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation for unit holders from a portfolio that is invested substantially in equity and equity related securities of companies engaged in banking & financial services sector. However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Banking & Financial Services Fund Below is the key information for LIC MF Banking & Financial Services Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Dynamic Equity Fund) The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives, debt, money market instruments and units issued by REITs and InvITs. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Dynamic Fund Below is the key information for Motilal Oswal Dynamic Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India. Research Highlights for TATA Banking and Financial Services Fund Below is the key information for TATA Banking and Financial Services Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Top 100 Fund) An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. Research Highlights for Aditya Birla Sun Life Focused Equity Fund Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on (Erstwhile Invesco India Banking Fund) The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services. Research Highlights for Invesco India Financial Services Fund Below is the key information for Invesco India Financial Services Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. Research Highlights for TATA Digital India Fund Below is the key information for TATA Digital India Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Midcap 30 Fund Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile UTI Banking Sector Fund) Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities. Research Highlights for UTI Banking and Financial Services Fund Below is the key information for UTI Banking and Financial Services Fund Returns up to 1 year are on The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector. Research Highlights for Baroda Pioneer Banking And Financial Services Fund Below is the key information for Baroda Pioneer Banking And Financial Services Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of
companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or
partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no
assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends. Research Highlights for Nippon India Banking Fund Below is the key information for Nippon India Banking Fund Returns up to 1 year are on 1. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (29 Oct 25) ₹107.528 ↑ 0.25 (0.23 %) Net Assets (Cr) ₹1,460 on 31 Aug 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio -0.55 Information Ratio 0.5 Alpha Ratio -11.54 Min Investment 100,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,871 30 Sep 22 ₹16,868 30 Sep 23 ₹21,846 30 Sep 24 ₹28,462 30 Sep 25 ₹27,965 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 7.7% 3 Month 4.1% 6 Month 4.7% 1 Year 8.9% 3 Year 18.9% 5 Year 22.6% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 31.1% 2022 16.8% 2021 15.3% 2020 2.7% 2019 26.4% 2018 -3.7% 2017 33.3% 2016 12.8% 2015 -9% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 7.76 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 94.6% Asset Allocation
Asset Class Value Cash 5.21% Equity 94.6% Debt 0.18% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK19% ₹294 Cr 3,090,480
↑ 39,074 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹181 Cr 1,339,673 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹150 Cr 1,329,343 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN6% ₹88 Cr 1,003,469 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹69 Cr 341,499 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹67 Cr 1,085,825 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹61 Cr 1,644,042 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹59 Cr 682,976 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹57 Cr 2,208,626 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB4% ₹54 Cr 11,708,687 2. LIC MF Banking & Financial Services Fund
LIC MF Banking & Financial Services Fund
Growth Launch Date 27 Mar 15 NAV (29 Oct 25) ₹22.0421 ↓ -0.01 (-0.03 %) Net Assets (Cr) ₹267 on 31 Aug 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.27 Sharpe Ratio -0.26 Information Ratio -0.38 Alpha Ratio -7.08 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,821 30 Sep 22 ₹16,536 30 Sep 23 ₹19,870 30 Sep 24 ₹23,160 30 Sep 25 ₹23,323 Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 7.6% 3 Month 4.7% 6 Month 10.4% 1 Year 11.9% 3 Year 12.9% 5 Year 18.1% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.5% 2023 20.5% 2022 19.6% 2021 9.8% 2020 -2.1% 2019 19.9% 2018 -18% 2017 32.7% 2016 10.5% 2015 Fund Manager information for LIC MF Banking & Financial Services Fund
Name Since Tenure Jaiprakash Toshniwal 6 Sep 21 4.07 Yr. Data below for LIC MF Banking & Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 91.65% Technology 2.54% Consumer Cyclical 2.04% Asset Allocation
Asset Class Value Cash 1.62% Equity 98.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK20% ₹55 Cr 577,491
↑ 33,985 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK13% ₹35 Cr 257,998
↑ 23,461 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 5322157% ₹19 Cr 166,028 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | KOTAKBANK7% ₹18 Cr 90,147 State Bank of India (Financial Services)
Equity, Since 31 Mar 20 | SBIN5% ₹13 Cr 143,886
↓ -972 MAS Financial Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 22 | MASFIN4% ₹12 Cr 402,877 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 24 | SBICARD4% ₹10 Cr 118,687 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5328103% ₹9 Cr 218,047 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | SHRIRAMFIN3% ₹8 Cr 136,529 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 22 | CREDITACC3% ₹8 Cr 61,586
↓ -1,936 3. Motilal Oswal Dynamic Fund
Motilal Oswal Dynamic Fund
Growth Launch Date 27 Sep 16 NAV (29 Oct 25) ₹20.5599 ↑ 0.15 (0.72 %) Net Assets (Cr) ₹987 on 31 Jul 25 Category Hybrid - Dynamic Allocation AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 2.54 Sharpe Ratio -0.88 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹11,620 30 Sep 22 ₹11,572 30 Sep 23 ₹13,904 30 Sep 24 ₹17,158 30 Sep 25 ₹14,242 Returns for Motilal Oswal Dynamic Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 7.3% 3 Month 4.4% 6 Month 13.2% 1 Year -5.6% 3 Year 10.1% 5 Year 8.7% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.4% 2023 24.1% 2022 -1.1% 2021 7.4% 2020 8.8% 2019 10.9% 2018 -0.8% 2017 24.4% 2016 2015 Fund Manager information for Motilal Oswal Dynamic Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 1 Yr. Niket Shah 6 Mar 25 0.57 Yr. Rakesh Shetty 22 Nov 22 2.86 Yr. Atul Mehra 1 Oct 24 1 Yr. Sunil Sawant 1 Jul 24 1.25 Yr. Data below for Motilal Oswal Dynamic Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 3.74% Equity 96.26% Equity Sector Allocation
Sector Value Technology 29.74% Consumer Cyclical 28.62% Basic Materials 15.46% Financial Services 9.71% Health Care 6.02% Industrials 3.93% Debt Sector Allocation
Sector Value Cash Equivalent 3.74% Credit Quality
Rating Value AA 34.87% AAA 65.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 54332010% ₹90 Cr 2,750,000
↓ -510,000 Shaily Engineering Plastics Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5014239% ₹87 Cr 400,000 Coforge Ltd (Technology)
Equity, Since 31 Dec 24 | COFORGE9% ₹84 Cr 525,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Jun 25 | DIXON9% ₹82 Cr 50,000
↓ -10,127 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | 5002519% ₹81 Cr 174,047
↓ -953 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | KALYANKJIL8% ₹75 Cr 1,650,000 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 25 | PERSISTENT6% ₹60 Cr 125,000 Ellenbarrie Industrial Gases Ltd (Basic Materials)
Equity, Since 30 Jun 25 | ELLEN6% ₹56 Cr 1,250,000
↑ 750,000 One97 Communications Ltd (Technology)
Equity, Since 31 Aug 25 | 5433965% ₹51 Cr 450,000 Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 Jul 25 | POONAWALLA5% ₹47 Cr 950,000
↓ -1,050,000 4. TATA Banking and Financial Services Fund
TATA Banking and Financial Services Fund
Growth Launch Date 28 Dec 15 NAV (29 Oct 25) ₹44.9963 ↑ 0.16 (0.35 %) Net Assets (Cr) ₹2,819 on 31 Aug 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.98 Sharpe Ratio -0.01 Information Ratio 0.56 Alpha Ratio -3.57 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,993 30 Sep 22 ₹15,596 30 Sep 23 ₹19,756 30 Sep 24 ₹24,587 30 Sep 25 ₹25,559 Returns for TATA Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 7.3% 3 Month 5.3% 6 Month 6.9% 1 Year 13.6% 3 Year 18.3% 5 Year 20.2% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 9% 2023 22% 2022 16.9% 2021 11.9% 2020 2.7% 2019 25.7% 2018 -0.1% 2017 45% 2016 17.8% 2015 Fund Manager information for TATA Banking and Financial Services Fund
Name Since Tenure Amey Sathe 14 Oct 21 3.97 Yr. Data below for TATA Banking and Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 94.52% Technology 2.31% Asset Allocation
Asset Class Value Cash 3.16% Equity 96.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | HDFCBANK19% ₹552 Cr 5,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹256 Cr 1,900,000
↑ 235,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322158% ₹246 Cr 2,170,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK8% ₹239 Cr 1,200,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5329783% ₹94 Cr 469,857 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹86 Cr 990,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 24 | 5000343% ₹85 Cr 850,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIGI3% ₹76 Cr 400,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5002712% ₹71 Cr 450,000 RBL Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | RBLBANK2% ₹69 Cr 2,500,000 5. Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (29 Oct 25) ₹147.673 ↑ 0.91 (0.62 %) Net Assets (Cr) ₹7,620 on 31 Aug 25 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.62 Information Ratio -0.15 Alpha Ratio -0.19 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,800 30 Sep 22 ₹15,217 30 Sep 23 ₹17,645 30 Sep 24 ₹24,989 30 Sep 25 ₹23,608 Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 6.9% 3 Month 5.8% 6 Month 8.3% 1 Year 5.8% 3 Year 17% 5 Year 19.3% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.7% 2023 23% 2022 0.4% 2021 26.7% 2020 16% 2019 11.3% 2018 -4.1% 2017 30.9% 2016 6.7% 2015 0% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 4.4 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 29.04% Consumer Cyclical 17.47% Technology 13.64% Industrials 6.82% Energy 5.9% Basic Materials 5.19% Consumer Defensive 4.42% Communication Services 4.24% Utility 3.21% Real Estate 2.78% Health Care 2.41% Asset Allocation
Asset Class Value Cash 3.58% Equity 96.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹514 Cr 3,814,545 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY7% ₹504 Cr 3,494,117 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE6% ₹451 Cr 3,306,850 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹365 Cr 3,835,536 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹324 Cr 1,726,348
↓ -141,352 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT4% ₹318 Cr 867,856 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5433204% ₹295 Cr 9,055,678
↑ 400,000 Coforge Ltd (Technology)
Equity, Since 28 Feb 23 | COFORGE4% ₹277 Cr 1,742,289
↑ 125,599 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322154% ₹268 Cr 2,367,644
↑ 26,438 Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 24 | 5327553% ₹262 Cr 1,873,390 6. Invesco India Financial Services Fund
Invesco India Financial Services Fund
Growth Launch Date 14 Jul 08 NAV (29 Oct 25) ₹142.64 ↓ -0.03 (-0.02 %) Net Assets (Cr) ₹1,392 on 31 Aug 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio -0.08 Information Ratio 0.78 Alpha Ratio -4.77 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,240 30 Sep 22 ₹15,582 30 Sep 23 ₹18,833 30 Sep 24 ₹26,403 30 Sep 25 ₹27,224 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 6.7% 3 Month 3.2% 6 Month 9.4% 1 Year 10.6% 3 Year 21.2% 5 Year 21.8% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.8% 2023 26% 2022 12.8% 2021 14% 2020 2.4% 2019 21.2% 2018 -0.3% 2017 45.2% 2016 10.4% 2015 -2.1% Fund Manager information for Invesco India Financial Services Fund
Name Since Tenure Hiten Jain 19 May 20 5.37 Yr. Data below for Invesco India Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 95.54% Technology 1.93% Health Care 1.08% Asset Allocation
Asset Class Value Cash 1.45% Equity 98.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK20% ₹287 Cr 2,125,794 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK19% ₹270 Cr 2,838,202 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹73 Cr 645,964 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX5% ₹72 Cr 92,142
↑ 6,666 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN4% ₹52 Cr 325,622 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5900033% ₹49 Cr 2,337,567 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹44 Cr 506,622
↓ -332,219 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCAMC3% ₹37 Cr 66,297
↓ -12,355 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5333983% ₹36 Cr 116,186 Shriram Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | SHRIRAMFIN2% ₹35 Cr 562,890 7. TATA Digital India Fund
TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (29 Oct 25) ₹47.4806 ↑ 0.05 (0.11 %) Net Assets (Cr) ₹11,520 on 31 Aug 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.68 Sharpe Ratio -1.06 Information Ratio 0.75 Alpha Ratio 0.58 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹19,095 30 Sep 22 ₹15,529 30 Sep 23 ₹18,620 30 Sep 24 ₹26,808 30 Sep 25 ₹22,974 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 6.5% 3 Month 3.1% 6 Month 6.4% 1 Year -8.3% 3 Year 14.7% 5 Year 18.9% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 30.6% 2023 31.9% 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 4.56 Yr. Hasmukh Vishariya 1 Mar 25 0.58 Yr. Data below for TATA Digital India Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 75.72% Consumer Cyclical 10.18% Communication Services 5.31% Financial Services 4.06% Industrials 3.34% Asset Allocation
Asset Class Value Cash 1.39% Equity 98.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY19% ₹2,112 Cr 14,647,773 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS12% ₹1,299 Cr 4,498,591 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327559% ₹1,001 Cr 7,145,933 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076857% ₹785 Cr 32,787,324 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 5433206% ₹715 Cr 21,965,000
↓ -4,000,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH6% ₹690 Cr 4,983,886 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM5% ₹510 Cr 988,062 PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | 5433904% ₹454 Cr 2,669,524
↑ 1,270,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT3% ₹366 Cr 759,192 Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL3% ₹333 Cr 10,123,112 8. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (29 Oct 25) ₹105.039 ↑ 0.59 (0.57 %) Net Assets (Cr) ₹34,780 on 31 Aug 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.18 Information Ratio 0.57 Alpha Ratio 4.99 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,771 30 Sep 22 ₹20,631 30 Sep 23 ₹24,973 30 Sep 24 ₹42,904 30 Sep 25 ₹39,390 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 6.4% 3 Month 3.4% 6 Month 10.7% 1 Year 0.5% 3 Year 26.7% 5 Year 33.2% 10 Year 15 Year Since launch 22.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 1 Yr. Niket Shah 1 Jul 20 5.25 Yr. Rakesh Shetty 22 Nov 22 2.86 Yr. Sunil Sawant 1 Jul 24 1.25 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 35.03% Consumer Cyclical 23.94% Industrials 21.59% Communication Services 3.22% Financial Services 3.15% Real Estate 2.39% Health Care 1.69% Asset Allocation
Asset Class Value Cash 8.99% Equity 91.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON10% ₹3,326 Cr 2,037,521
↓ -62,478 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433209% ₹3,255 Cr 100,000,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,142 Cr 19,750,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,894 Cr 6,000,000
↑ 500,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,810 Cr 25,000,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,726 Cr 60,000,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002517% ₹2,339 Cr 4,999,694
↓ -1,000,306 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB7% ₹2,295 Cr 3,150,000
↑ 100,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES5% ₹1,657 Cr 2,350,000
↑ 250,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,625 Cr 4,000,000
↑ 250,000 9. UTI Banking and Financial Services Fund
UTI Banking and Financial Services Fund
Growth Launch Date 7 Apr 04 NAV (29 Oct 25) ₹197.668 ↑ 0.42 (0.21 %) Net Assets (Cr) ₹1,255 on 31 Aug 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.2 Sharpe Ratio 0.01 Information Ratio 0.28 Alpha Ratio -3.36 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,238 30 Sep 22 ₹17,050 30 Sep 23 ₹20,071 30 Sep 24 ₹25,986 30 Sep 25 ₹26,946 Returns for UTI Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 6.4% 3 Month 5.1% 6 Month 7.4% 1 Year 11.6% 3 Year 17% 5 Year 21.5% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.1% 2023 19.5% 2022 15.1% 2021 14.3% 2020 -5.3% 2019 11.6% 2018 -6.8% 2017 43.5% 2016 13% 2015 -11.3% Fund Manager information for UTI Banking and Financial Services Fund
Name Since Tenure Amit Premchandani 16 Jun 25 0.29 Yr. Data below for UTI Banking and Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 98.06% Technology 1.44% Asset Allocation
Asset Class Value Cash 0.51% Equity 99.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK19% ₹250 Cr 1,852,344 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK16% ₹201 Cr 2,110,000
↑ 48,146 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK9% ₹110 Cr 550,000
↑ 50,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 5322158% ₹102 Cr 900,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000347% ₹84 Cr 842,570 State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN6% ₹74 Cr 850,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 5900033% ₹42 Cr 2,000,000
↓ -400,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN3% ₹40 Cr 650,000
↓ -50,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5002713% ₹38 Cr 240,000
↓ -10,000 Indian Bank (Financial Services)
Equity, Since 31 May 23 | 5328143% ₹38 Cr 500,000
↓ -90,843 10. Baroda Pioneer Banking And Financial Services Fund
Baroda Pioneer Banking And Financial Services Fund
Growth Launch Date 22 Jun 12 NAV (29 Oct 25) ₹49.7231 ↑ 0.02 (0.03 %) Net Assets (Cr) ₹295 on 31 Aug 25 Category Equity - Sectoral AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio 0.16 Information Ratio 0.38 Alpha Ratio -1.26 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,982 30 Sep 22 ₹15,900 30 Sep 23 ₹18,287 30 Sep 24 ₹24,356 30 Sep 25 ₹25,110 Returns for Baroda Pioneer Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 6.3% 3 Month 3.7% 6 Month 6.6% 1 Year 11.3% 3 Year 17.3% 5 Year 19.6% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.5% 2023 20.5% 2022 15.7% 2021 8% 2020 -1% 2019 23.1% 2018 1.2% 2017 32.9% 2016 8.7% 2015 -11.8% Fund Manager information for Baroda Pioneer Banking And Financial Services Fund
Name Since Tenure Sandeep Jain 14 Mar 22 3.55 Yr. Arjun Bagga 21 Oct 24 0.94 Yr. Data below for Baroda Pioneer Banking And Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 93.23% Technology 1.77% Asset Allocation
Asset Class Value Cash 5% Equity 95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK24% ₹73 Cr 769,900 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK17% ₹53 Cr 391,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 12 | SBIN8% ₹24 Cr 271,200 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK5% ₹16 Cr 80,000
↑ 4,500 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 5322155% ₹14 Cr 125,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5000343% ₹10 Cr 104,760 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5329783% ₹9 Cr 42,500
↑ 20,000 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL2% ₹8 Cr 260,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 25 | MCX2% ₹7 Cr 8,500
↑ 3,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 May 25 | SBILIFE2% ₹6 Cr 35,300 11. Nippon India Banking Fund
Nippon India Banking Fund
Growth Launch Date 26 May 03 NAV (29 Oct 25) ₹653.995 ↑ 0.58 (0.09 %) Net Assets (Cr) ₹6,990 on 31 Aug 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.12 Information Ratio 0.64 Alpha Ratio -4.87 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹18,342 30 Sep 22 ₹19,306 30 Sep 23 ₹23,931 30 Sep 24 ₹30,842 30 Sep 25 ₹31,705 Returns for Nippon India Banking Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 6.3% 3 Month 4.6% 6 Month 6.2% 1 Year 12.3% 3 Year 18.6% 5 Year 26% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 24.2% 2022 20.7% 2021 29.7% 2020 -10.6% 2019 10.7% 2018 -1.2% 2017 44.1% 2016 11.5% 2015 -6% Fund Manager information for Nippon India Banking Fund
Name Since Tenure Vinay Sharma 9 Apr 18 7.48 Yr. Kinjal Desai 25 May 18 7.36 Yr. Bhavik Dave 18 Jun 21 4.29 Yr. Data below for Nippon India Banking Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 94.94% Technology 3.08% Asset Allocation
Asset Class Value Cash 1.97% Equity 98.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK16% ₹1,148 Cr 12,069,320
↓ -360,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK15% ₹1,061 Cr 7,874,587 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 53221510% ₹690 Cr 6,100,228 State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN8% ₹541 Cr 6,201,466
↑ 108,802 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE4% ₹263 Cr 1,470,199
↓ -214,832 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD4% ₹260 Cr 2,962,545 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK3% ₹239 Cr 12,405,824
↑ 1,000,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5329783% ₹230 Cr 1,146,038 Bank of Baroda (Financial Services)
Equity, Since 30 Apr 25 | 5321343% ₹209 Cr 8,093,554 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK3% ₹192 Cr 964,574
↑ 159,574
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Research Highlights for Sundaram Financial Services Opportunities Fund