Banking and Financial Services fund SIP returns
What ₹10,000 a month grew to in every banking and financial services fund, to 11 Nov 2026.
Category average, 5 years
14.3%
₹6.00 L became ₹8.49 L
NIFTY Financial Services Index, 5 years
11.4%
became ₹7.92 L
Highest, 5 years
17.0%
Invesco India Financial Services Fund
Direct plan, Growth option.
₹10,000 a month for 5 years: ₹6.00 L invested
| Fund | ||||
|---|---|---|---|---|
| Category average | ₹8.49 L | 14.3% | ||
| NIFTY Financial Services Index | ₹7.92 L | 11.4% | ||
| ₹9.06 L | 17.0% | ₹1,789 Cr | 0.96% | |
| ₹8.72 L | 15.4% | ₹10,420 Cr | 1.19% | |
| ₹8.51 L | 14.4% | ₹2,196 Cr | 0.78% | |
| ₹8.46 L | 14.2% | ₹1,614 Cr | 0.93% | |
| ₹8.41 L | 13.9% | ₹1,339 Cr | 1.45% | |
| ₹8.39 L | 13.8% | ₹516 Cr | 1.08% | |
| ₹8.32 L | 13.5% | ₹4,425 Cr | 0.98% | |
| ₹8.25 L | 13.1% | ₹7,367 Cr | 1.07% | |
| ₹8.21 L | 12.9% | ₹362 Cr | 1.08% | |
| ₹8.20 L | 12.8% | ₹3,053 Cr | 0.93% | |
| ₹8.05 L | 12.1% | ₹3,406 Cr | 1.15% | |
| ₹7.90 L | 11.3% | ₹10,774 Cr | 1.25% | |
| ₹7.69 L | 10.2% | ₹10.44 Cr | 1.84% | |
| ₹7.56 L | 9.5% | ₹256 Cr | 1.65% |
14 funds with 5 years of history; 10 younger funds left out. Click a heading to sort.
How are banking and financial services fund SIP returns worked out?
₹10,000 is invested every month on the same day of the month as the latest NAV, the last instalment on that day, so a 1-year SIP has 12 instalments. Units are bought at each day's NAV and valued at the latest NAV. The return is XIRR: the yearly rate that turns the instalments into today's value.
Why is SIP return different from the fund's trailing return?
A trailing return measures one lump sum invested at the start. In a SIP most of the money goes in later, so recent months weigh more. After a rise near the end a SIP return is higher than the trailing return; after a fall, lower.
Does a high past SIP return mean a good fund to start a SIP in?
Not on its own. SIP returns over 1 to 3 years depend heavily on where the market ended. Look at 5 and 10 years, at the fund's rolling returns and at how it ranked in its category year by year.
Worked out from each fund's own daily NAV. Past performance does not indicate future returns.