Groww Banking & Financial Services Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Groww Banking & Financial Services Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹83 Cr

Lock In Period

N/A

Expense Ratio

3.05

Exit Load

For redemption / switch-out of units on or before 30 days from the date of allotment: 1.00% of applicable NAV.For redemption / switch-out of units after 30 days from the date of allotment: Nil.

Benchmark

Nifty Financial Services Total Return

Groww Banking & Financial Services Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.840.6810.75
6M5.992.7564.76
1Y12.776.07136.05
3Y0.0013.40313.66

Portfolio Analysis

  • Equity: 97.53%
  • Debt: 2.44%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited7.91%
2. Axis Bank Limited6.91%
3. Ujjivan Small Finance Bank Limited3.73%
4. RBL Bank Limited3.66%
5. The Federal Bank Limited2.88%
6. Karur Vysya Bank Limited1.92%
7. The Jammu & Kashmir Bank Limited1.91%
8. City Union Bank Limited1.75%
9. Tamilnad Mercantile Bank Ltd.1.51%

1. Bajaj Finance Limited4.02%
2. Piramal Finance Ltd3.53%
3. SBFC Finance Limited3.17%
4. L&T Finance Limited3.02%
5. Shriram Finance Limited2.73%
6. Arman Financial Services Limited0.89%

1. Aditya Birla Capital Limited3.19%
2. OnEMI Technology Solutions Limited3.10%
3. Prudent Corporate Advisory Services Ltd2.84%
4. Nuvama Wealth Management Limited2.59%
5. Angel One Limited2.22%
6. Max Financial Services Limited2.14%

1. BSE Ltd5.12%
2. Multi Commodity Exchange of India Ltd.4.33%

1. ICICI Prudential AMC Ltd3.77%
2. Nippon Life India Asset Management Ltd2.38%

1. INDIA SHELTER FIN CORP LTD2.72%
2. Home First Finance Company India Limited2.64%

1. CarTrade Tech Limited4.28%

1. PB Fintech Limited2.21%

1. SBI Life Insurance Company Limited1.87%

1. Inox India Limited1.54%

1. Creditaccess Grameen Limited1.05%
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About Fund Groww Banking & Financial Services Fund Growth

Groww Banking & Financial Services Fund Growth managed by Groww Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹83 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 3.05. Under the expert guidance of Anupam Tiwari ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Anupam Tiwari

Mr. Tiwari holds Chartered Accountant as his educational qualification. He has more than 7 years of experience in Equity Markets as Research Analyst and Fund Manager, Prior to joining Principal Mutual Fund, he has worked with Reliance Mutual Fund and Reliance Life Insurance.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Kotak Healthcare Fund Growth0682 CR2.6
ICICI Prudential Equity Minimum Variance Fund Growth02,881 CR2.92
Groww Banking & Financial Services Fund Growth083 CR3.05
HDFC Defence Fund Growth510,529 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundKotak Healthcare Fund Growth25.09180
This FundICICI Prudential Equity Minimum Variance Fund Growth4.18290
This FundGroww Banking & Financial Services Fund Growth12.76540
This FundHDFC Defence Fund Growth31.9471171.4273
This FundNippon India Taiwan Equity Fund Growth132.8564296.9078

Groww Banking & Financial Services Fund Growth FAQs

Groww Banking & Financial Services Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Groww Banking & Financial Services Fund Growth is 3.05. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Groww Banking & Financial Services Fund Growth’s fund performance is as follows:
  • 1 Month : -0.84%
  • 6 Months : 5.99%
  • 1 Year : 12.77%
  • 3 Years : 0.00%
Returns of Groww Banking & Financial Services Fund Growth are updated daily based on NAV of ₹ 12.9501 as on Aug 11,2026. Since inception, the return has been 0.00%.

You can invest in Groww Banking & Financial Services Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Groww Banking & Financial Services Fund Growth is ₹83 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Groww Banking & Financial Services Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.