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Fund Overview of Groww Banking & Financial Services Fund Regular-growth
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₹70.1 CrAUM
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₹12.48NAV
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3.02%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Groww Banking & Financial Services Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 12.10% | NA | 2.31% |
| 6 Months | 5.34% | NA | 15.50% |
| 1 Year | 8.01% | 8.01% | 10.43% |
| 2 Years | 18.58% | 8.89% | 18.38% |
Compare Groww Banking & Financial Services Fund Regular-growth with other mutual funds in the same category
Groww Banking & Financial Services Fund Regular-growth
Nippon India Etf Nifty Psu Bank Bees
Kotak Nifty Psu Bank Exchange Traded Fund
Asset Allocation
equities
98.68%other assets or cash equivalents
1.32%Groww Banking & Financial Services Fund Regular-growth is one Equity mutual fund offered by Groww Mutual Fund. Launched on 06 Feb 2024, the fund aims Looking for long-term capital appreciation, with an investment horizon of 5 - 10 years. Seeking investments predominantly in equity and equity-related instruments of the companies engaged in the financial services sector. Looking to benefit from growth opportunities and the potential of companies engaged in banking and financial services and other related sectors. Seeking investing opportunities across multiple BFSI sub-sectors. Having a slightly higher risk appetite. Those who already have a well diversified portfolio, and are looking for some amount of concentration for the potential of out-sized returns. It manages assets worth ₹70.1 crore as on Sun May 31, 2026. The expense ratio stands at 3.02%. Fund Manager Manager Education Fund Manager Manager EducationAbout Groww Banking & Financial Services Fund Regular-growth
The portfolio allocation consists of 98.68% in equities, 1.32% in other assets or cash equivalents.Managed by Anupam Tiwari, it has delivered a return of 8.01% in the last year, a total return since inception of 9.84%.
While exploring financial products long-term planners also look at best sip plan depending on performance consistency.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Nippon India Etf Nifty Psu Bank Bees  |
₹4,078 | 8.49% | 1.83% | 26.35% | 29.36% | 29.76% |
| Kotak Nifty Psu Bank Exchange Traded Fund |
₹2,263 | 8.48% | 1.83% | 26.35% | 29.37% | 29.74% |
| Invesco India Financial Services Fund Direct-growth |
₹1,701 | 4.11% | 6.74% | 8.31% | 20.00% | 16.66% |
| Invesco India Financial Services Fund Direct-idcw |
₹1,701 | 4.11% | 6.74% | 8.31% | 20.00% | 16.66% |
| Sundaram Financial Services Opportunities Fund Direct-growth |
₹1,590 | 4.46% | 6.47% | 4.63% | 16.19% | 15.84% |
| Sundaram Financial Services Opportunities Fund Direct-idcw |
₹1,590 | 4.46% | 6.47% | 4.63% | 16.19% | 15.84% |
| Nippon India Banking & Financial Services Fund Direct-growth |
₹7,442 | 3.61% | 4.83% | 2.38% | 14.71% | 15.17% |
| Nippon India Banking & Financial Services Fund Direct-idcw |
₹7,442 | 3.61% | 4.83% | 2.38% | 14.71% | 15.17% |
| Invesco India Financial Services Fund Regular-growth |
₹1,701 | 4.00% | 6.40% | 6.92% | 18.44% | 15.12% |
| Invesco India Financial Services Fund Regular-idcw |
₹1,701 | 4.00% | 6.40% | 6.92% | 18.44% | 15.12% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Groww Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Groww Banking & Financial Services Fund Direct-growth
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₹70 | 4.12% | 12.63% | 6.35% | 10.11% | - |
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Groww Banking & Financial Services Fund Direct-idcw
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₹70 | 4.12% | 12.63% | 6.35% | 10.11% | - |
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Groww Banking & Financial Services Fund Regular-idcw
|
₹70 | 3.94% | 12.10% | 5.34% | 8.01% | - |
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Groww Nifty Psu Bank Index Fund Direct-growth
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₹8 | 8.42% | - | - | - | - |
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Groww Nifty Psu Bank Index Fund Regular-growth
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₹8 | 8.36% | - | - | - | - |
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Groww Nifty Psu Bank Index Fund Regular-idcw
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₹8 | 8.36% | - | - | - | - |
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Groww Nifty Psu Bank Index Fund Direct-idcw
|
₹8 | 8.42% | - | - | - | - |
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Groww Nifty Psu Bank Etf-growth
|
₹6 | 8.44% | - | - | - | - |
|
Groww Nifty Private Bank Etf-growth
|
₹6 | - | - | - | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Banking And Financial Services Direct Plan-growth |
₹10,643 | ₹148.25 | 11.82% | 11.25% | 13.97% |
| ICICI Prudential Banking And Financial Services-growth |
₹10,643 | ₹130.74 | 10.93% | 10.34% | 12.90% |
| ICICI Prudential Banking And Financial Services Direct Plan-idcw |
₹10,643 | ₹68.12 | 11.82% | 11.25% | 13.97% |
| ICICI Prudential Banking And Financial Services-idcw |
₹10,643 | ₹24.95 | 10.93% | 10.34% | 12.90% |
| SBI Banking & Financial Services Fund Direct-growth |
₹10,375 | ₹49.38 | 18.26% | 14.46% | 16.77% |
| SBI Banking & Financial Services Fund Regular-growth |
₹10,375 | ₹43.82 | 17.00% | 13.19% | 15.46% |
| SBI Banking & Financial Services Fund Direct-idcw |
₹10,375 | ₹44.14 | 18.26% | 14.46% | 16.77% |
| SBI Banking & Financial Services Fund Regular-idcw |
₹10,375 | ₹39.35 | 17.00% | 13.19% | 15.46% |
| Nippon India Etf Nifty Bank Bees |
₹7,937 | ₹594.45 | 9.95% | 11.30% | 12.76% |
| Nippon India Banking & Financial Services Fund-growth |
₹7,442 | ₹639.52 | 13.77% | 14.24% | 13.77% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 7.78% | ₹5.46 Cr |
| Hdfc Bank Ltd | Financial | 7.69% | ₹5.39 Cr |
| Axis Bank Ltd | Financial | 7.11% | ₹4.99 Cr |
| Bse Ltd | Financial | 5.91% | ₹4.14 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.85% | ₹3.40 Cr |
| Bajaj Finance Ltd | Financial | 3.91% | ₹2.74 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.70% | ₹2.59 Cr |
| Rbl Bank Ltd | Financial | 3.68% | ₹2.58 Cr |
| Sbfc Finance Ltd | Financial | 3.55% | ₹2.49 Cr |
| India Shelter Finance Corporation Ltd. | Financial | 2.91% | ₹2.04 Cr |
| Prudent Corporate Advisory Services Ltd | Financial | 2.78% | ₹1.95 Cr |
| Onemi Technology Solutions Ltd. | 2.75% | ₹1.93 Cr | |
| The Federal Bank Ltd | Financial | 2.72% | ₹1.91 Cr |
| Aditya Birla Capital Ltd | Financial | 2.68% | ₹1.88 Cr |
| Shriram Transport Finance Company Ltd | Financial | 2.67% | ₹1.87 Cr |
| Home First Finance Company India Ltd | Financial | 2.66% | ₹1.86 Cr |
| L&t Finance Holdings Ltd | Financial | 2.59% | ₹1.82 Cr |
| State Bank Of India | Financial | 2.58% | ₹1.81 Cr |
| Pb Fintech Ltd | Financial | 2.49% | ₹1.75 Cr |
| Union Bank Of India | Financial | 2.46% | ₹1.73 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Nippon India Etf Nifty Psu Bank Bees |
₹97.41 | 29.36% | 29.76% | - |
| Kotak Nifty Psu Bank Exchange Traded Fund |
₹873.06 | 29.37% | 29.74% | - |
| Invesco India Financial Services Fund Direct-growth |
₹177.23 | 20.00% | 16.66% | - |
| Invesco India Financial Services Fund Direct-idcw |
₹91.22 | 20.00% | 16.66% | - |
| Sundaram Financial Services Opportunities Fund Direct-growth |
₹122.90 | 16.19% | 15.84% | - |
| Sundaram Financial Services Opportunities Fund Direct-idcw |
₹33.52 | 16.19% | 15.84% | - |
| Nippon India Banking & Financial Services Fund Direct-growth |
₹704.30 | 14.71% | 15.17% | - |
| Nippon India Banking & Financial Services Fund Direct-idcw |
₹102.29 | 14.71% | 15.17% | - |
| Invesco India Financial Services Fund Regular-growth |
₹146.55 | 18.44% | 15.12% | - |
| Invesco India Financial Services Fund Regular-idcw |
₹74.74 | 18.44% | 15.12% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Groww Banking & Financial Services Fund Regular-growth
What is the current AUM of Groww Banking & Financial Services Fund Regular-growth?
As of Sun May 31, 2026, Groww Banking & Financial Services Fund Regular-growth manages assets worth ₹70.1 crore
How has Groww Banking & Financial Services Fund Regular-growth performed recently?
- 3 Months: 12.10%
- 6 Months: 5.34%
What is the long-term performance of Groww Banking & Financial Services Fund Regular-growth?
- Since Inception: 9.84%
What is the portfolio composition of Groww Banking & Financial Services Fund Regular-growth?
Equity: 98.68%, Others: 1.32%.
Who manages Groww Banking & Financial Services Fund Regular-growth?
Groww Banking & Financial Services Fund Regular-growth is managed by Anupam Tiwari from Groww Mutual Fund.
What is the market-cap allocation of Groww Banking & Financial Services Fund Regular-growth?
Large Cap: 37.52%, Mid Cap: 26.98%, Small Cap: 35.50%.
Which are the top companies Groww Banking & Financial Services Fund Regular-growth has invested in?
- ICICI Bank Ltd – 7.78% of the fund's portfolio
- HDFC Bank Ltd – 7.69% of the fund's portfolio
- Axis Bank Ltd – 7.11% of the fund's portfolio
- BSE Ltd – 5.91% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 4.85% of the fund's portfolio
Which are the major sectors Groww Banking & Financial Services Fund Regular-growth focuses on?
- Financial – 74.72% of the fund's portfolio
- Other – 2.75% of the fund's portfolio
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