2022 சிமாதத்திற்கான 11 சிறந்த செயல்திறன் மியூச்சுவல் ஃபண்டுகள் | Fincash.com

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ஆன்லைனில் மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்வது எப்படி?
முதல் 11 சிறந்த மியூச்சுவல் ஃபண்டுகள் சிமாதம் 2022
Top 11 Funds

சிமாதம் 2022க்கான சிறந்த செயல்திறன் மியூச்சுவல் ஃபண்டுகள்

Updated on April 18, 2025 , 37202 views

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முதல் 11 சிறந்த மியூச்சுவல் ஃபண்டுகள் 2022 சிமாதம்

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	1 MO (%)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
DSP BlackRock World Gold Fund Growth	₹29.7321 ↓ -0.43	₹1,146	1,000	500	14.9	37.8	27.4	63.6	14.5	13.1	15.9
Sundaram Financial Services Opportunities Fund Growth	₹103.717 ↑ 2.09	₹1,415	100,000	100	12.7	10.9	3.5	14.5	19.7	25	7.1
TATA Banking and Financial Services Fund Growth	₹42.214 ↑ 0.80	₹2,548	5,000	150	12.3	11.8	4.5	19.3	18.2	22.1	9
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹59.54 ↑ 1.03	₹3,248	1,000	1,000	12	10.9	3.3	15	15.3	24	8.7
Nippon India Banking Fund Growth	₹616.196 ↑ 12.87	₹6,566	5,000	100	11.9	10.6	4.2	17.1	18	28.1	10.3
Invesco India Financial Services Fund Growth	₹131.43 ↑ 2.34	₹1,208	5,000	100	11.6	6	1	17.3	18.7	23.8	19.8
Invesco India PSU Equity Fund Growth	₹60.06 ↑ 1.19	₹1,217	5,000	500	11.6	1.1	-9.3	2.8	27.9	28.2	25.6
LIC MF Banking & Financial Services Fund Growth	₹20.2146 ↑ 0.40	₹254	5,000	1,000	11.3	8.7	0.3	7.6	13.2	19.2	0.5
UTI Banking and Financial Services Fund Growth	₹186.426 ↑ 3.03	₹1,211	5,000	500	11.1	12	5.1	18.4	16.6	23.1	11.1
ICICI Prudential Banking and Financial Services Fund Growth	₹129.8 ↑ 1.73	₹9,008	5,000	100	10.5	9.5	4.1	18.3	15	23.5	11.6
Baroda Pioneer Banking And Financial Services Fund Growth	₹47.0208 ↑ 0.75	₹238	5,000	500	10.4	10.4	5	19.3	17.1	20.7	12.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Apr 25

*இன் பட்டியல் கீழே உள்ளதுசிறந்த மியூச்சுவல் ஃபண்டுகள் சிமாதத்திற்கு, 2022 உடன்சொத்துக்கள் >= 100 கோடி

1. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 6.4% since its launch. Ranked 11 in Global category. Return for 2024 was 15.9% , 2023 was 7% and 2022 was -7.7% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund Growth
Launch Date	14 Sep 07
NAV (17 Apr 25)	₹29.7321 ↓ -0.43 (-1.42 %)
Net Assets (Cr)	₹1,146 on 31 Mar 25
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.35
Sharpe Ratio	1.49
Information Ratio	-0.12
Alpha Ratio	0.84
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹13,604
31 Mar 22	₹15,152
31 Mar 23	₹14,266
31 Mar 24	₹13,920
31 Mar 25	₹20,792

DSP BlackRock World Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	14.9%
3 Month	37.8%
6 Month	27.4%
1 Year	63.6%
3 Year	14.5%
5 Year	13.1%
10 Year
15 Year
Since launch	6.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	15.9%
2022	7%
2021	-7.7%
2020	-9%
2019	31.4%
2018	35.1%
2017	-10.7%
2016	-4%
2015	52.7%
2014	-18.5%

Fund Manager information for DSP BlackRock World Gold Fund

Name	Since	Tenure
Jay Kothari	1 Mar 13	12.01 Yr.

Data below for DSP BlackRock World Gold Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Basic Materials	92.86%

Asset Allocation

Asset Class	Value
Cash	3.12%
Equity	93.16%
Debt	0.02%
Other	3.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Gold I2 Investment Fund \| -	80%	₹844 Cr	1,880,211 ↓ -73,489
VanEck Gold Miners ETF - \| GDX	19%	₹199 Cr	573,719
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	2%	₹19 Cr
Net Receivables/Payables CBLO \| -	0%	-₹4 Cr

2. Sundaram Financial Services Opportunities Fund

Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services.

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 14.8% since its launch. Ranked 23 in Sectoral category. Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund Growth
Launch Date	10 Jun 08
NAV (21 Apr 25)	₹103.717 ↑ 2.09 (2.06 %)
Net Assets (Cr)	₹1,415 on 31 Mar 25
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.24
Sharpe Ratio	0.15
Information Ratio	0.62
Alpha Ratio	-10.88
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
31 Mar 20	₹10,000
31 Mar 21	₹17,095
31 Mar 22	₹18,755
31 Mar 23	₹20,630
31 Mar 24	₹28,468
31 Mar 25	₹30,814

Sundaram Financial Services Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	12.7%
3 Month	10.9%
6 Month	3.5%
1 Year	14.5%
3 Year	19.7%
5 Year	25%
10 Year
15 Year
Since launch	14.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	7.1%
2022	31.1%
2021	16.8%
2020	15.3%
2019	2.7%
2018	26.4%
2017	-3.7%
2016	33.3%
2015	12.8%
2014	-9%

Fund Manager information for Sundaram Financial Services Opportunities Fund

Name	Since	Tenure
Rohit Seksaria	30 Dec 17	7.17 Yr.
Ashish Aggarwal	1 Jan 22	3.16 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	94.17%

Asset Allocation

Asset Class	Value
Cash	3.84%
Equity	95.06%
Debt	1.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 08 \| HDFCBANK	18%	₹241 Cr	1,390,056 ↑ 7,660
ICICI Bank Ltd (Financial Services) Equity, Since 30 Jun 10 \| ICICIBANK	12%	₹161 Cr	1,339,673 ↑ 10,584
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| 532215	10%	₹128 Cr	1,259,449
State Bank of India (Financial Services) Equity, Since 31 Dec 08 \| SBIN	5%	₹65 Cr	949,469 ↑ 64,175
Shriram Finance Ltd (Financial Services) Equity, Since 30 Sep 23 \| SHRIRAMFIN	5%	₹64 Cr	1,036,445
IndusInd Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| INDUSINDBK	4%	₹60 Cr	601,270
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 18 \| 500034	4%	₹58 Cr	68,102 ↓ -5,238
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 May 24 \| UJJIVANSFB	4%	₹49 Cr	15,383,384 ↑ 412,458
CSB Bank Ltd Ordinary Shares (Financial Services) Equity, Since 30 Jun 20 \| CSBBANK	4%	₹48 Cr	1,697,765 ↑ 3,396
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	4%	₹47 Cr	616,144 ↑ 39,470

3. TATA Banking and Financial Services Fund

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.

TATA Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 16.5% since its launch. Return for 2024 was 9% , 2023 was 22% and 2022 was 16.9% .

Below is the key information for TATA Banking and Financial Services Fund

TATA Banking and Financial Services Fund Growth
Launch Date	28 Dec 15
NAV (21 Apr 25)	₹42.214 ↑ 0.80 (1.93 %)
Net Assets (Cr)	₹2,548 on 31 Mar 25
Category	Equity - Sectoral
AMC	Tata Asset Management Limited
Rating	Not Rated
Risk	High
Expense Ratio	0
Sharpe Ratio	0.68
Information Ratio	0.5
Alpha Ratio	-3.79
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
31 Mar 20	₹10,000
31 Mar 21	₹16,155
31 Mar 22	₹17,035
31 Mar 23	₹18,867
31 Mar 24	₹23,596
31 Mar 25	₹27,532

TATA Banking and Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for TATA Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	12.3%
3 Month	11.8%
6 Month	4.5%
1 Year	19.3%
3 Year	18.2%
5 Year	22.1%
10 Year
15 Year
Since launch	16.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	9%
2022	22%
2021	16.9%
2020	11.9%
2019	2.7%
2018	25.7%
2017	-0.1%
2016	45%
2015	17.8%
2014

Fund Manager information for TATA Banking and Financial Services Fund

Name	Since	Tenure
Amey Sathe	14 Oct 21	3.46 Yr.

Data below for TATA Banking and Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	96.96%
Technology	1.72%

Asset Allocation

Asset Class	Value
Cash	1.31%
Equity	98.69%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 16 \| HDFCBANK	24%	₹554 Cr	3,200,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 16 \| KOTAKBANK	10%	₹219 Cr	1,150,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 18 \| 532215	9%	₹203 Cr	2,000,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	9%	₹200 Cr	1,665,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services) Equity, Since 31 Mar 20 \| SBICARD	3%	₹74 Cr	880,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹68 Cr	990,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Dec 24 \| 500034	3%	₹60 Cr	70,000
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Oct 21 \| PNBHOUSING	3%	₹57 Cr	750,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 30 Jun 19 \| ICICIGI	2%	₹55 Cr	325,000
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 19 \| HDFCLIFE	2%	₹52 Cr	850,000 ↑ 50,000

4. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 16.9% since its launch. Ranked 3 in Sectoral category. Return for 2024 was 8.7% , 2023 was 21.7% and 2022 was 11.5% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund Growth
Launch Date	14 Dec 13
NAV (21 Apr 25)	₹59.54 ↑ 1.03 (1.76 %)
Net Assets (Cr)	₹3,248 on 31 Mar 25
Category	Equity - Sectoral
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.99
Sharpe Ratio	0.33
Information Ratio	0.03
Alpha Ratio	-9.7
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
31 Mar 20	₹10,000
31 Mar 21	₹17,760
31 Mar 22	₹19,860
31 Mar 23	₹20,711
31 Mar 24	₹27,001
31 Mar 25	₹30,038

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	12%
3 Month	10.9%
6 Month	3.3%
1 Year	15%
3 Year	15.3%
5 Year	24%
10 Year
15 Year
Since launch	16.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	8.7%
2022	21.7%
2021	11.5%
2020	16.8%
2019	1.1%
2018	14.9%
2017	-2.4%
2016	47.6%
2015	15.7%
2014	-0.5%

Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund

Name	Since	Tenure
Dhaval Gala	26 Aug 15	9.52 Yr.
Dhaval Joshi	21 Nov 22	2.28 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	97.02%
Technology	1.09%

Asset Allocation

Asset Class	Value
Cash	1.89%
Equity	98.11%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| ICICIBANK	20%	₹601 Cr	4,993,129
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| HDFCBANK	19%	₹578 Cr	3,336,948
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	7%	₹199 Cr	233,725
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	7%	₹196 Cr	1,927,100
State Bank of India (Financial Services) Equity, Since 31 Oct 17 \| SBIN	5%	₹162 Cr	2,351,492
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 Jan 20 \| CHOLAHLDNG	4%	₹110 Cr	667,972
Shriram Finance Ltd (Financial Services) Equity, Since 30 Jun 23 \| SHRIRAMFIN	3%	₹97 Cr	1,577,700
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 19 \| KOTAKBANK	3%	₹89 Cr	469,972
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	2%	₹74 Cr	1,308,861
Repco Home Finance Ltd (Financial Services) Equity, Since 31 Dec 13 \| 535322	2%	₹58 Cr	1,751,838 ↓ -180,986

5. Nippon India Banking Fund

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.

Nippon India Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 20.6% since its launch. Ranked 15 in Sectoral category. Return for 2024 was 10.3% , 2023 was 24.2% and 2022 was 20.7% .

Below is the key information for Nippon India Banking Fund

Nippon India Banking Fund Growth
Launch Date	26 May 03
NAV (21 Apr 25)	₹616.196 ↑ 12.87 (2.13 %)
Net Assets (Cr)	₹6,566 on 31 Mar 25
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.94
Sharpe Ratio	0.46
Information Ratio	0.54
Alpha Ratio	-6.4
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
31 Mar 20	₹10,000
31 Mar 21	₹17,796
31 Mar 22	₹21,684
31 Mar 23	₹23,468
31 Mar 24	₹31,409
31 Mar 25	₹35,338

Nippon India Banking Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for Nippon India Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	11.9%
3 Month	10.6%
6 Month	4.2%
1 Year	17.1%
3 Year	18%
5 Year	28.1%
10 Year
15 Year
Since launch	20.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	10.3%
2022	24.2%
2021	20.7%
2020	29.7%
2019	-10.6%
2018	10.7%
2017	-1.2%
2016	44.1%
2015	11.5%
2014	-6%

Fund Manager information for Nippon India Banking Fund

Name	Since	Tenure
Vinay Sharma	9 Apr 18	6.98 Yr.
Kinjal Desai	25 May 18	6.85 Yr.
Bhavik Dave	18 Jun 21	3.79 Yr.

Data below for Nippon India Banking Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	95.28%
Technology	2.81%

Asset Allocation

Asset Class	Value
Cash	1.91%
Equity	98.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	21%	₹1,311 Cr	7,564,660 ↓ -150,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	16%	₹953 Cr	7,915,358
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| 532215	10%	₹589 Cr	5,800,228
State Bank of India (Financial Services) Equity, Since 31 Mar 14 \| SBIN	5%	₹307 Cr	4,459,330
IndusInd Bank Ltd (Financial Services) Equity, Since 31 May 19 \| INDUSINDBK	4%	₹260 Cr	2,627,608
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services) Equity, Since 31 Jul 20 \| SBICARD	4%	₹228 Cr	2,720,827
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Oct 23 \| 532978	4%	₹215 Cr	1,146,038
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| KOTAKBANK	3%	₹201 Cr	1,055,000 ↓ -455,000
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 30 Apr 19 \| CHOLAHLDNG	3%	₹191 Cr	1,160,355
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Nov 20 \| SBILIFE	3%	₹186 Cr	1,300,170

6. Invesco India Financial Services Fund

(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.

Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a CAGR/Annualized return of 16.5% since its launch. Ranked 5 in Sectoral category. Return for 2024 was 19.8% , 2023 was 26% and 2022 was 12.8% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund Growth
Launch Date	14 Jul 08
NAV (21 Apr 25)	₹131.43 ↑ 2.34 (1.81 %)
Net Assets (Cr)	₹1,208 on 31 Mar 25
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.39
Sharpe Ratio	0.48
Information Ratio	0.48
Alpha Ratio	-5.98
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
31 Mar 20	₹10,000
31 Mar 21	₹16,232
31 Mar 22	₹18,053
31 Mar 23	₹19,068
31 Mar 24	₹26,174
31 Mar 25	₹29,776

Invesco India Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Invesco India Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	11.6%
3 Month	6%
6 Month	1%
1 Year	17.3%
3 Year	18.7%
5 Year	23.8%
10 Year
15 Year
Since launch	16.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.8%
2022	26%
2021	12.8%
2020	14%
2019	2.4%
2018	21.2%
2017	-0.3%
2016	45.2%
2015	10.4%
2014	-2.1%

Fund Manager information for Invesco India Financial Services Fund

Name	Since	Tenure
Dhimant Kothari	1 Jun 18	6.75 Yr.
Hiten Jain	19 May 20	4.79 Yr.

Data below for Invesco India Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	94.38%
Health Care	1.22%
Technology	0.93%

Asset Allocation

Asset Class	Value
Cash	3.47%
Equity	96.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	21%	₹232 Cr	1,927,995
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	20%	₹217 Cr	1,251,578 ↑ 131,127
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| 532215	6%	₹66 Cr	645,964
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	5%	₹58 Cr	838,841
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Jul 17 \| CHOLAFIN	3%	₹35 Cr	248,287 ↑ 21,739
Shriram Finance Ltd (Financial Services) Equity, Since 28 Feb 25 \| SHRIRAMFIN	3%	₹32 Cr	518,214 ↑ 518,214
PB Fintech Ltd (Financial Services) Equity, Since 30 Nov 21 \| 543390	3%	₹30 Cr	202,712
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| HDFCAMC	3%	₹29 Cr	78,652 ↓ -30,996
Muthoot Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| 533398	3%	₹28 Cr	129,828 ↑ 14,519
Karur Vysya Bank Ltd (Financial Services) Equity, Since 30 Sep 22 \| 590003	2%	₹27 Cr	1,332,287

7. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. 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.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 12.2% since its launch. Ranked 33 in Sectoral category. Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund Growth
Launch Date	18 Nov 09
NAV (21 Apr 25)	₹60.06 ↑ 1.19 (2.02 %)
Net Assets (Cr)	₹1,217 on 31 Mar 25
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.39
Sharpe Ratio	0.06
Information Ratio	-0.47
Alpha Ratio	3.27
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
31 Mar 20	₹10,000
31 Mar 21	₹14,149
31 Mar 22	₹17,370
31 Mar 23	₹19,711
31 Mar 24	₹36,141
31 Mar 25	₹37,811

Invesco India PSU Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	11.6%
3 Month	1.1%
6 Month	-9.3%
1 Year	2.8%
3 Year	27.9%
5 Year	28.2%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.6%
2022	54.5%
2021	20.5%
2020	31.1%
2019	6.1%
2018	10.1%
2017	-16.9%
2016	24.3%
2015	17.9%
2014	2.5%

Fund Manager information for Invesco India PSU Equity Fund

Name	Since	Tenure
Dhimant Kothari	19 May 20	4.79 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Industrials	27.81%
Utility	24.59%
Financial Services	21.69%
Energy	18.38%
Basic Materials	6.48%

Asset Allocation

Asset Class	Value
Cash	1.06%
Equity	98.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharat Electronics Ltd (Industrials) Equity, Since 31 Mar 17 \| BEL	9%	₹96 Cr	3,894,619
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 22 \| 532898	9%	₹90 Cr	3,599,413
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	8%	₹86 Cr	1,251,543
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 18 \| 500547	8%	₹82 Cr	3,445,961
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500312	6%	₹65 Cr	2,868,783
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| HAL	5%	₹54 Cr	175,355 ↑ 22,180
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	5%	₹52 Cr	5,911,723
NTPC Ltd (Utilities) Equity, Since 31 May 19 \| 532555	5%	₹49 Cr	1,570,631
National Aluminium Co Ltd (Basic Materials) Equity, Since 31 Aug 24 \| 532234	4%	₹46 Cr	2,604,332
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Nov 23 \| HINDPETRO	4%	₹46 Cr	1,564,169

8. LIC MF Banking & Financial Services Fund

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.

LIC MF Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 27 Mar 15. It is a fund with High risk and has given a CAGR/Annualized return of 7% since its launch. Return for 2024 was 0.5% , 2023 was 20.5% and 2022 was 19.6% .

Below is the key information for LIC MF Banking & Financial Services Fund

LIC MF Banking & Financial Services Fund Growth
Launch Date	27 Mar 15
NAV (21 Apr 25)	₹20.2146 ↑ 0.40 (2.01 %)
Net Assets (Cr)	₹254 on 31 Mar 25
Category	Equity - Sectoral
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.3
Sharpe Ratio	-0.06
Information Ratio	-0.35
Alpha Ratio	-15.86
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
31 Mar 20	₹10,000
31 Mar 21	₹15,843
31 Mar 22	₹17,046
31 Mar 23	₹19,204
31 Mar 24	₹23,122
31 Mar 25	₹24,229

LIC MF Banking & Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for LIC MF Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	11.3%
3 Month	8.7%
6 Month	0.3%
1 Year	7.6%
3 Year	13.2%
5 Year	19.2%
10 Year
15 Year
Since launch	7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	0.5%
2022	20.5%
2021	19.6%
2020	9.8%
2019	-2.1%
2018	19.9%
2017	-18%
2016	32.7%
2015	10.5%
2014

Fund Manager information for LIC MF Banking & Financial Services Fund

Name	Since	Tenure
Jaiprakash Toshniwal	6 Sep 21	3.57 Yr.

Data below for LIC MF Banking & Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	95.03%
Consumer Cyclical	1.56%
Technology	1.52%

Asset Allocation

Asset Class	Value
Cash	1.89%
Equity	98.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 15 \| HDFCBANK	23%	₹53 Cr	308,337 ↓ -9,436
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 15 \| ICICIBANK	11%	₹26 Cr	217,094 ↓ -1,106
State Bank of India (Financial Services) Equity, Since 31 Mar 20 \| SBIN	8%	₹19 Cr	275,507 ↓ -1,403
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 15 \| 532215	8%	₹19 Cr	185,155 ↓ -943
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 29 Feb 24 \| KOTAKBANK	4%	₹9 Cr	45,030 ↓ -229
MAS Financial Services Ltd Ordinary Shares (Financial Services) Equity, Since 31 Mar 22 \| MASFIN	4%	₹9 Cr	366,678 ↑ 14,660
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Dec 23 \| M&MFIN	3%	₹7 Cr	258,608 ↓ -1,317
Power Finance Corp Ltd (Financial Services) Equity, Since 30 Sep 23 \| 532810	3%	₹7 Cr	182,314 ↓ -928
CSB Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Aug 22 \| CSBBANK	3%	₹7 Cr	231,741 ↑ 7,273
CreditAccess Grameen Ltd Ordinary Shares (Financial Services) Equity, Since 30 Sep 22 \| CREDITACC	3%	₹6 Cr	67,618 ↓ -344

9. UTI Banking and Financial Services Fund

(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.

UTI Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 14.8% since its launch. Ranked 20 in Sectoral category. Return for 2024 was 11.1% , 2023 was 19.5% and 2022 was 15.1% .

Below is the key information for UTI Banking and Financial Services Fund

UTI Banking and Financial Services Fund Growth
Launch Date	7 Apr 04
NAV (21 Apr 25)	₹186.426 ↑ 3.03 (1.65 %)
Net Assets (Cr)	₹1,211 on 31 Mar 25
Category	Equity - Sectoral
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.28
Sharpe Ratio	0.55
Information Ratio	0.29
Alpha Ratio	-6.11
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
31 Mar 20	₹10,000
31 Mar 21	₹17,413
31 Mar 22	₹18,931
31 Mar 23	₹20,398
31 Mar 24	₹25,837
31 Mar 25	₹29,643

UTI Banking and Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for UTI Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	11.1%
3 Month	12%
6 Month	5.1%
1 Year	18.4%
3 Year	16.6%
5 Year	23.1%
10 Year
15 Year
Since launch	14.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	11.1%
2022	19.5%
2021	15.1%
2020	14.3%
2019	-5.3%
2018	11.6%
2017	-6.8%
2016	43.5%
2015	13%
2014	-11.3%

Fund Manager information for UTI Banking and Financial Services Fund

Name	Since	Tenure
Preethi S	2 May 22	2.83 Yr.

Data below for UTI Banking and Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	95.39%
Technology	0.08%

Asset Allocation

Asset Class	Value
Cash	4.54%
Equity	95.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 04 \| ICICIBANK	18%	₹202 Cr	1,675,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	16%	₹174 Cr	1,005,927
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 18 \| 532215	6%	₹68 Cr	670,000
Shriram Finance Ltd (Financial Services) Equity, Since 31 Jan 24 \| SHRIRAMFIN	5%	₹61 Cr	983,680
India Shelter Finance Corporation Ltd (Financial Services) Equity, Since 31 Dec 23 \| INDIASHLTR	5%	₹52 Cr	714,617
State Bank of India (Financial Services) Equity, Since 28 Feb 18 \| SBIN	5%	₹52 Cr	750,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Nov 19 \| 500034	4%	₹49 Cr	57,257 ↑ 15,000
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| HDFCLIFE	4%	₹42 Cr	697,890
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| 590003	3%	₹38 Cr	1,876,541
Max Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| 500271	3%	₹31 Cr	314,018

10. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 16.5% since its launch. Return for 2024 was 11.6% , 2023 was 17.9% and 2022 was 11.9% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund Growth
Launch Date	22 Aug 08
NAV (21 Apr 25)	₹129.8 ↑ 1.73 (1.35 %)
Net Assets (Cr)	₹9,008 on 31 Mar 25
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.98
Sharpe Ratio	0.59
Information Ratio	0.07
Alpha Ratio	-4.45
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
31 Mar 20	₹10,000
31 Mar 21	₹17,701
31 Mar 22	₹19,901
31 Mar 23	₹21,205
31 Mar 24	₹26,444
31 Mar 25	₹30,205

ICICI Prudential Banking and Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	10.5%
3 Month	9.5%
6 Month	4.1%
1 Year	18.3%
3 Year	15%
5 Year	23.5%
10 Year
15 Year
Since launch	16.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	11.6%
2022	17.9%
2021	11.9%
2020	23.5%
2019	-5.5%
2018	14.5%
2017	-0.4%
2016	45.1%
2015	21.1%
2014	-7.2%

Fund Manager information for ICICI Prudential Banking and Financial Services Fund

Name	Since	Tenure
Roshan Chutkey	29 Jan 18	7.09 Yr.
Sharmila D’mello	30 Jun 22	2.67 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	92.1%
Industrials	0.18%
Technology	0.07%

Asset Allocation

Asset Class	Value
Cash	7.65%
Equity	92.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	21%	₹1,887 Cr	10,891,127
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| ICICIBANK	18%	₹1,619 Cr	13,445,003
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| 532215	8%	₹730 Cr	7,188,596 ↑ 173,125
State Bank of India (Financial Services) Equity, Since 31 Oct 08 \| SBIN	6%	₹568 Cr	8,244,914 ↑ 1,706,850
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 17 \| SBILIFE	5%	₹477 Cr	3,332,802 ↑ 255,647
IndusInd Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| INDUSINDBK	5%	₹433 Cr	4,371,007
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 23 \| HDFCLIFE	4%	₹330 Cr	5,423,546 ↑ 984,400
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 23 \| KOTAKBANK	3%	₹284 Cr	1,491,184 ↓ -480,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 19 \| ICICIGI	3%	₹236 Cr	1,396,761 ↑ 311,863
Max Financial Services Ltd (Financial Services) Equity, Since 31 Aug 19 \| 500271	2%	₹169 Cr	1,697,397 ↑ 34,116

11. Baroda Pioneer Banking And Financial Services Fund

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.

Baroda Pioneer Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 22 Jun 12. It is a fund with High risk and has given a CAGR/Annualized return of 12.7% since its launch. Ranked 32 in Sectoral category. Return for 2024 was 12.5% , 2023 was 20.5% and 2022 was 15.7% .

Below is the key information for Baroda Pioneer Banking And Financial Services Fund

Baroda Pioneer Banking And Financial Services Fund Growth
Launch Date	22 Jun 12
NAV (21 Apr 25)	₹47.0208 ↑ 0.75 (1.61 %)
Net Assets (Cr)	₹238 on 31 Mar 25
Category	Equity - Sectoral
AMC	Baroda Pioneer Asset Management Co. Ltd.
Rating	☆☆
Risk	High
Expense Ratio	2.37
Sharpe Ratio	0.64
Information Ratio	0.41
Alpha Ratio	-4.17
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
31 Mar 20	₹10,000
31 Mar 21	₹16,284
31 Mar 22	₹16,684
31 Mar 23	₹17,714
31 Mar 24	₹22,833
31 Mar 25	₹26,502

Baroda Pioneer Banking And Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Baroda Pioneer Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25

Duration	Returns
1 Month	10.4%
3 Month	10.4%
6 Month	5%
1 Year	19.3%
3 Year	17.1%
5 Year	20.7%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	12.5%
2022	20.5%
2021	15.7%
2020	8%
2019	-1%
2018	23.1%
2017	1.2%
2016	32.9%
2015	8.7%
2014	-11.8%

Fund Manager information for Baroda Pioneer Banking And Financial Services Fund

Name	Since	Tenure
Sandeep Jain	14 Mar 22	3.05 Yr.
Arjun Bagga	21 Oct 24	0.44 Yr.

Data below for Baroda Pioneer Banking And Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	93.23%
Technology	0.83%

Asset Allocation

Asset Class	Value
Cash	5.62%
Equity	94.06%
Debt	0.32%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 14 \| HDFCBANK	23%	₹48 Cr	277,450 ↑ 12,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	19%	₹41 Cr	340,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 13 \| KOTAKBANK	7%	₹14 Cr	73,400
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| 532215	6%	₹12 Cr	115,000
State Bank of India (Financial Services) Equity, Since 30 Jun 12 \| SBIN	5%	₹10 Cr	151,500 ↓ -50,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Oct 21 \| 500034	5%	₹10 Cr	11,976 ↓ -2,500
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 22 \| CHOLAFIN	2%	₹5 Cr	35,000
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Aug 24 \| HDFCAMC	2%	₹4 Cr	12,000 ↑ 6,000
Muthoot Finance Ltd (Financial Services) Equity, Since 31 Oct 24 \| 533398	2%	₹4 Cr	20,000
Bajaj Finserv Ltd (Financial Services) Equity, Since 30 Sep 24 \| 532978	2%	₹4 Cr	22,500 ↑ 10,000

Disclaimer:
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவுகளின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.