Banking and PSU Mutual Funds
Find here some best Banking and PSU fund to invest
- Annual Returns 6.82%
- Average Risk Low
- Total Funds 40
What is Banking and PSU Mutual Fund?
Banking and PSU funds are a great opportunity for investors who are willing to make investment in such sectors. Under these schemes, a minimum of 80% of the total assets are invested in the debt instruments of banks, public financial institutions, and public sector undertakings. The risk involved in such schemes is usually moderate on the principal amount invested. Therefore, it is suggested that the investors incline their money in it only after understanding well, their portfolio requirements.
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Top 5 Banking and PSU Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Banking and PSU in India for High Return
|
|
Lumpsum 3Y P.a
23.17%
|
SIP 3Y P.a.
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
|
Lumpsum 3Y P.a
7.67%
|
SIP 3Y P.a.
11.27%
|
Return Vs Category
High |
Risk Vs Category
Above Average |
Invest | |
|
|
Lumpsum 3Y P.a
6.12%
|
SIP 3Y P.a.
10.91%
|
Return Vs Category
High |
Risk Vs Category
Above Average |
Invest | |
|
|
Lumpsum 3Y P.a
5.77%
|
SIP 3Y P.a.
9.46%
|
Return Vs Category
High |
Risk Vs Category
Above Average |
Invest | |
|
|
Lumpsum 3Y P.a
5.64%
|
SIP 3Y P.a.
9.23%
|
Return Vs Category
Medium |
Risk Vs Category
Above Average |
Invest | |
|
|
Lumpsum 3Y P.a
5.61%
|
SIP 3Y P.a.
9.38%
|
Return Vs Category
Medium |
Risk Vs Category
Above Average |
Invest | |
|
|
Lumpsum 3Y P.a
5.56%
|
SIP 3Y P.a.
9.33%
|
Return Vs Category
Medium |
Risk Vs Category
Above Average |
Invest | |
|
|
Lumpsum 3Y P.a
5.56%
|
SIP 3Y P.a.
9.3%
|
Return Vs Category
Medium |
Risk Vs Category
Above Average |
Invest | |
|
|
Lumpsum 3Y P.a
5.55%
|
SIP 3Y P.a.
9.37%
|
Return Vs Category
Medium |
Risk Vs Category
Above Average |
Invest | |
|
|
Lumpsum 3Y P.a
5.49%
|
SIP 3Y P.a.
9.23%
|
Return Vs Category
Low |
Risk Vs Category
Above Average |
Invest |
Short Term
Long Term
SIP
Rolling Term
|
1 Week
1.22%
|
1 Month
2.37%
|
3 Months
9.66%
|
6 Months
28.5%
|
1 Year
69.14%
|
Invest | ||
|
1 Week
0.2%
|
1 Month
0.74%
|
3 Months
2.12%
|
6 Months
3.9%
|
1 Year
7.45%
|
Invest | ||
|
1 Week
0.17%
|
1 Month
0.68%
|
3 Months
2.03%
|
6 Months
3.96%
|
1 Year
7.57%
|
Invest | ||
|
1 Week
0.17%
|
1 Month
0.78%
|
3 Months
2.18%
|
6 Months
3.98%
|
1 Year
7.67%
|
Invest | ||
|
1 Week
0.27%
|
1 Month
0.77%
|
3 Months
2.31%
|
6 Months
4.07%
|
1 Year
7.79%
|
Invest | ||
|
1 Week
0.17%
|
1 Month
0.75%
|
3 Months
2.15%
|
6 Months
3.91%
|
1 Year
7.54%
|
Invest | ||
|
1 Week
0.2%
|
1 Month
0.77%
|
3 Months
2.13%
|
6 Months
3.94%
|
1 Year
7.54%
|
Invest | ||
|
1 Week
0.11%
|
1 Month
0.66%
|
3 Months
1.82%
|
6 Months
3.46%
|
1 Year
7.31%
|
Invest | ||
|
1 Week
0.11%
|
1 Month
0.84%
|
3 Months
2.29%
|
6 Months
4.13%
|
1 Year
8.04%
|
Invest | ||
|
1 Week
0.17%
|
1 Month
0.78%
|
3 Months
2.14%
|
6 Months
3.89%
|
1 Year
7.51%
|
Invest |
|
2 Years
31.92%
|
3 Years
23.17%
|
5 Years
23.61%
|
Annual Rt
21.26%
|
Invest | ||
|
2 Years
6.52%
|
3 Years
7.67%
|
5 Years
6.89%
|
Annual Rt
7.02%
|
Invest | ||
|
2 Years
7.35%
|
3 Years
6.12%
|
5 Years
6.63%
|
Annual Rt
7.93%
|
Invest | ||
|
2 Years
7.12%
|
3 Years
5.77%
|
5 Years
6.59%
|
Annual Rt
7.3%
|
Invest | ||
|
2 Years
6.81%
|
3 Years
5.64%
|
5 Years
6.9%
|
Annual Rt
7.89%
|
Invest | ||
|
2 Years
6.92%
|
3 Years
5.61%
|
5 Years
6.5%
|
Annual Rt
7.83%
|
Invest | ||
|
2 Years
6.95%
|
3 Years
5.56%
|
5 Years
6.51%
|
Annual Rt
7.61%
|
Invest | ||
|
2 Years
6.61%
|
3 Years
5.56%
|
5 Years
-
|
Annual Rt
5.34%
|
Invest | ||
|
2 Years
7.09%
|
3 Years
5.55%
|
5 Years
6.43%
|
Annual Rt
7.68%
|
Invest | ||
|
2 Years
6.89%
|
3 Years
5.49%
|
5 Years
6.46%
|
Annual Rt
7.37%
|
Invest |
|
1 Year
|
2 Years
|
3 Years
|
5 Years
|
Invest | ||
|
1 Year
3.2472%
|
2 Years
6.62922%
|
3 Years
11.272%
|
5 Years
18.903%
|
Invest | ||
|
1 Year
3.79755%
|
2 Years
0%
|
3 Years
10.9058%
|
5 Years
17.5409%
|
Invest | ||
|
1 Year
3.28819%
|
2 Years
6.79928%
|
3 Years
9.4594%
|
5 Years
15.8688%
|
Invest | ||
|
1 Year
3.29672%
|
2 Years
6.72794%
|
3 Years
9.23213%
|
5 Years
15.9185%
|
Invest | ||
|
1 Year
3.27514%
|
2 Years
6.75369%
|
3 Years
9.37866%
|
5 Years
15.7587%
|
Invest | ||
|
1 Year
3.28597%
|
2 Years
6.79003%
|
3 Years
9.33129%
|
5 Years
15.6105%
|
Invest | ||
|
1 Year
3.28334%
|
2 Years
6.60621%
|
3 Years
9.29893%
|
5 Years
11.1888%
|
Invest | ||
|
1 Year
3.40671%
|
2 Years
6.89303%
|
3 Years
9.36904%
|
5 Years
15.3377%
|
Invest | ||
|
1 Year
3.26504%
|
2 Years
6.73773%
|
3 Years
9.2292%
|
5 Years
15.4909%
|
Invest |
|
1 Year
|
3 Years
|
5 Years
|
Invest | ||
|
1 Year
6.31%
|
3 Years
15.9%
|
5 Years
19.31%
|
Invest | ||
|
1 Year
5.83%
|
3 Years
13.65%
|
5 Years
17.23%
|
Invest | ||
|
1 Year
5.7%
|
3 Years
12.95%
|
5 Years
16.39%
|
Invest | ||
|
1 Year
5.92%
|
3 Years
12.9%
|
5 Years
16.27%
|
Invest | ||
|
1 Year
5.68%
|
3 Years
12.83%
|
5 Years
16.23%
|
Invest | ||
|
1 Year
5.62%
|
3 Years
12.65%
|
5 Years
16.03%
|
Invest | ||
|
1 Year
4.64%
|
3 Years
10.84%
|
5 Years
11.38%
|
Invest | ||
|
1 Year
5.55%
|
3 Years
12.52%
|
5 Years
16.05%
|
Invest | ||
|
1 Year
5.62%
|
3 Years
12.58%
|
5 Years
15.96%
|
Invest |
|
Standard Deviation
16.74%
|
Alpha
3.79%
|
Beta
1.15%
|
Sharpe Ratio
0.94%
|
Invest | ||
|
Standard Deviation
3.26%
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
0.53%
|
Invest | ||
|
Standard Deviation
0.95%
|
Alpha
3.24%
|
Beta
1.4%
|
Sharpe Ratio
0.45%
|
Invest | ||
|
Standard Deviation
1.07%
|
Alpha
3.66%
|
Beta
1.83%
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
2.24%
|
Alpha
5.62%
|
Beta
2.94%
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
0.96%
|
Alpha
3.5%
|
Beta
1.81%
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
0.98%
|
Alpha
3.54%
|
Beta
1.88%
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
0.79%
|
Alpha
2.66%
|
Beta
1.37%
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
1.2%
|
Alpha
4.17%
|
Beta
2.23%
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
1.15%
|
Alpha
4.03%
|
Beta
2.14%
|
Sharpe Ratio
-
|
Invest |
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
0.79%
|
Fund Manager
Anil Ghelani
|
Launch Date
05-Feb 2019
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
0.57%
|
Fund Manager
Anurag Mittal
|
Launch Date
05-Jan 2014
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹500
|
Expense Ratio
0.74%
|
Fund Manager
Rohan Maru
|
Launch Date
01-Jan 2010
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
0.75%
|
Fund Manager
Deepak Agrawal
|
Launch Date
29-Dec 1998
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
0.7%
|
Fund Manager
Dhawal Dalal
|
Launch Date
06-Sep 2013
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹1000
|
Expense Ratio
0.73%
|
Fund Manager
Kaustubh Gupta
|
Launch Date
05-Apr 2008
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
0.79%
|
Fund Manager
Anil Bamboli
|
Launch Date
03-Mar 2014
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
0.7%
|
Fund Manager
Vikrant Mehta
|
Launch Date
05-Oct 2020
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
0.56%
|
Fund Manager
Karan Mundhra
|
Launch Date
05-Sep 2013
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
0.78%
|
Fund Manager
Vivek Sharma
|
Launch Date
10-May 2015
|
Invest |
|
Latest NAV
28.9051(18-09-2024)
|
Previous NAV
28.9051(18-09-2024)
|
NAV Change
-1.285%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
20.578(17-09-2024)
|
Previous NAV
20.578(17-09-2024)
|
NAV Change
0.0481%
|
52- Week High NAV
20.5747
|
52- Week Low NAV
19.1311
|
Invest | ||
|
Latest NAV
30.6786(17-09-2024)
|
Previous NAV
30.6786(17-09-2024)
|
NAV Change
0.0351%
|
52- Week High NAV
30.6798
|
52- Week Low NAV
28.5748
|
Invest | ||
|
Latest NAV
61.3823(17-09-2024)
|
Previous NAV
61.3823(17-09-2024)
|
NAV Change
-0.0057%
|
52- Week High NAV
61.3858
|
52- Week Low NAV
56.8586
|
Invest | ||
|
Latest NAV
23.1202(17-09-2024)
|
Previous NAV
23.1202(17-09-2024)
|
NAV Change
0.0285%
|
52- Week High NAV
23.1212
|
52- Week Low NAV
21.3667
|
Invest | ||
|
Latest NAV
344.1388(17-09-2024)
|
Previous NAV
344.1388(17-09-2024)
|
NAV Change
0.0421%
|
52- Week High NAV
344.1367
|
52- Week Low NAV
319.5134
|
Invest | ||
|
Latest NAV
21.5958(17-09-2024)
|
Previous NAV
21.5958(17-09-2024)
|
NAV Change
0.0402%
|
52- Week High NAV
21.5919
|
52- Week Low NAV
20.0639
|
Invest | ||
|
Latest NAV
12.2765(17-09-2024)
|
Previous NAV
12.2765(17-09-2024)
|
NAV Change
0.042%
|
52- Week High NAV
12.2791
|
52- Week Low NAV
11.4291
|
Invest | ||
|
Latest NAV
22.6631(17-09-2024)
|
Previous NAV
22.6631(17-09-2024)
|
NAV Change
0.0497%
|
52- Week High NAV
22.6618
|
52- Week Low NAV
20.8740
|
Invest | ||
|
Latest NAV
19.4866(17-09-2024)
|
Previous NAV
19.4866(17-09-2024)
|
NAV Change
0.0369%
|
52- Week High NAV
19.4860
|
52- Week Low NAV
18.0776
|
Invest |
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Comparison of Top Banking and PSU Funds
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns 7.67%
VS
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns 6.12%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns 5.48%
VS
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns 5.29%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns 4.86%
VS
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns 5.29%
HSBC Banking and PSU Debt Fund - Regular Growth
3Y Returns 4.49%
VS
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns 5.29%
Banking and PSU Funds Return Calculator
What you would like to Calculate?
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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