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Open Ended Schemes ( Debt Scheme - Banking and PSU Fund ) Mutual Funds in India

Quantitative risk-adjusted comparison across 75 AMFI-registered Open Ended Schemes ( Debt Scheme - Banking and PSU Fund ) schemes. Category Median 3Y CAGR: +4.69% p.a. • Category Median 3Y Sortino: -1.41.

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)

Category Rank Scheme Name AMC Plan 3Y CAGR 3Y Sortino Max Drawdown
#1 PGIM India Banking and PSU Debt fund- Direct Plan- Quarterly Dividend (AMFI 138567) PGIM India Mutual Fund Direct Plan +93.69% 29.80 -86.95%
#2 TRUSTMF BANKING & PSU FUND - DIRECT GROWTH (AMFI 148656) Trust Mutual Fund Direct Plan +7.52% 2.31 -1.96%
#3 Baroda BNP Paribas Banking and PSU Bond Fund- Direct Plan -Growth Option (AMFI 148628) Baroda BNP Paribas Mutual Fund Direct Plan +7.96% 2.29 -2.10%
#4 Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option (AMFI 148625) Baroda BNP Paribas Mutual Fund Regular Plan +7.41% 1.39 -2.14%
#5 Franklin India Banking & PSU Debt Fund - Direct - Growth (AMFI 129008) Franklin Templeton Mutual Fund Direct Plan +7.33% 1.27 -3.64%
#6 TRUSTMF BANKING & PSU FUND DIRECT PLAN DAILY INCOME DISTRIBUTION CUM CAPITAL WITHDRAWAL (AMFI 148678) Trust Mutual Fund Direct Plan +7.05% 1.17 -1.96%
#7 TRUSTMF BANKING & PSU FUND - REGULAR GROWTH (AMFI 148655) Trust Mutual Fund Regular Plan +6.99% 1.07 -2.06%
#8 PGIM India Banking and PSU Debt fund- Direct Plan- Regular Bonus (AMFI 138574) PGIM India Mutual Fund Direct Plan N/A 1.01 -0.93%
#9 Kotak Banking and PSU Debt Direct - Growth (AMFI 123693) Kotak Mahindra Mutual Fund Direct Plan +7.22% 0.91 -2.84%
#10 Franklin India Banking & PSU Debt Fund - Growth (AMFI 129006) Franklin Templeton Mutual Fund Regular Plan +7.00% 0.75 -3.65%
#11 ITI Banking & PSU Debt Fund - Direct Plan - Growth Option (AMFI 148534) ITI Mutual Fund Direct Plan +6.89% 0.69 -1.06%
#12 ITI Banking & PSU Debt Fund - Direct Plan - IDCW Option (AMFI 148536) ITI Mutual Fund Direct Plan +6.88% 0.68 -1.06%
#13 HDFC Banking and PSU Debt Fund - Growth Option - Direct Plan (AMFI 128629) HDFC Mutual Fund Direct Plan +6.95% 0.56 -3.13%
#14 Indiabulls Banking & PSU Debt Fund-Direct Plan- Growth (AMFI 147217) Groww Mutual Fund Direct Plan N/A 0.53 -1.04%
#15 Aditya Birla Sun Life Banking & PSU Debt Fund - Growth - Direct Plan (AMFI 120533) Aditya Birla Sun Life Mutual Fund Direct Plan +7.81% 0.50 -11.32%
#16 Kotak Banking and PSU Debt - Monthly Payout of Income Distribution cum capital withdrawal option (AMFI 123691) Kotak Mahindra Mutual Fund Regular Plan +6.82% 0.40 -7.35%
#17 Kotak Banking and PSU Debt - Growth (AMFI 123690) Kotak Mahindra Mutual Fund Regular Plan +6.82% 0.40 -2.85%
#18 Aditya Birla Sun Life Banking & PSU Debt Fund - Monthly Dividend - Direct Plan (AMFI 133440) Aditya Birla Sun Life Mutual Fund Direct Plan +7.21% 0.26 -5.58%
#19 Aditya Birla Sun Life Banking & PSU Debt Fund - Growth - Regular Plan (AMFI 103188) Aditya Birla Sun Life Mutual Fund Regular Plan +7.10% 0.23 -11.38%
#20 HDFC Banking and PSU Debt Fund - Growth Option (AMFI 128628) HDFC Mutual Fund Regular Plan +6.55% 0.06 -3.15%
#21 Aditya Birla Sun Life Banking & PSU Debt Fund - Monthly Dividend - Regular Plan (AMFI 133439) Aditya Birla Sun Life Mutual Fund Regular Plan +6.14% -0.13 -5.63%
#22 Indiabulls Banking & PSU Debt Fund- Regular Plan- Growth Option (AMFI 147223) Groww Mutual Fund Regular Plan N/A -0.20 -1.06%
#23 ITI Banking & PSU Debt Fund - Regular Plan - IDCW Option (AMFI 148533) ITI Mutual Fund Regular Plan +6.31% -0.34 -1.11%
#24 ITI Banking & PSU Debt Fund - Regular Plan - Growth Option (AMFI 148535) ITI Mutual Fund Regular Plan +6.30% -0.34 -1.11%
#25 TRUSTMF BANKING & PSU FUND DIRECT PLAN ANNUAL INCOME DISTRIBUTION CUM CAPITAL WITHDRAWAL OPTION (AMFI 148672) Trust Mutual Fund Direct Plan +4.13% -0.73 -5.04%
#26 Kotak Banking and PSU Debt Direct - Annual Dividend (AMFI 123689) Kotak Mahindra Mutual Fund Direct Plan +0.25% -0.75 -9.06%
#27 Kotak Banking and PSU Debt - Annual Dividend (AMFI 123688) Kotak Mahindra Mutual Fund Regular Plan +0.21% -0.78 -8.90%
#28 TRUSTMF BANKING & PSU FUND REGULAR PLAN ANNUAL INCOME DISTRIBUTION CUM CAPITAL WITHDRAWAL (AMFI 148669) Trust Mutual Fund Regular Plan +3.55% -0.90 -5.19%
#29 PGIM India Banking and PSU Debt fund- Direct Plan- Annual Dividend (AMFI 138568) PGIM India Mutual Fund Direct Plan +1.24% -0.98 -9.77%
#30 Aditya Birla Sun Life Banking & PSU Debt Fund - Weekly Dividend - Direct Plan (AMFI 120532) Aditya Birla Sun Life Mutual Fund Direct Plan -2.56% -1.21 -16.70%
#31 PGIM India Banking and PSU Debt Fund - Direct Plan - Regular Dividend (AMFI 138580) PGIM India Mutual Fund Direct Plan N/A -1.23 -5.45%
#32 PGIM India Banking and PSU Debt Fund - Regular Dividend (AMFI 138579) PGIM India Mutual Fund Regular Plan N/A -1.25 -5.51%
#33 Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan (AMFI 103187) Aditya Birla Sun Life Mutual Fund Regular Plan -2.85% -1.28 -18.09%
#34 TRUSTMF BANKING & PSU FUND DIRECT PLAN QUARTERLY INCOME DISTRIBUTION CUM CAPITAL WITHDRAWAL (AMFI 148670) Trust Mutual Fund Direct Plan +4.37% -1.30 -2.94%
#35 Tata Banking & PSU Debt Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option (AMFI 147637) Tata Mutual Fund Direct Plan +5.47% -1.41 -4.02%
#36 Tata Banking & PSU Debt Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option (AMFI 147638) Tata Mutual Fund Direct Plan +5.47% -1.41 -4.02%
#37 Tata Banking & PSU Debt Fund-Direct Plan-Growth (AMFI 147636) Tata Mutual Fund Direct Plan +5.47% -1.41 -4.02%
#38 Baroda BNP Paribas Banking and PSU Bond Fund-Direct plan-Quarterly IDCW Option (AMFI 148630) Baroda BNP Paribas Mutual Fund Direct Plan +1.64% -1.51 -4.04%
#39 TRUSTMF BANKING & PSU FUND REGULAR PLAN QUARTERLY INCOME DISTRIBUTION CUM CAPITAL WITHDRAWAL (AMFI 148668) Trust Mutual Fund Regular Plan +3.82% -1.61 -3.25%
#40 Franklin India Banking and PSU Debt Fund - Direct - IDCW (AMFI 129009) Franklin Templeton Mutual Fund Direct Plan +1.54% -1.72 -6.65%

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