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  • Bandhan Financial Services Fund (Growth)
Bandhan Mutual Funds

Bandhan Financial Services Fund (Growth)

EquitySectoral/ Thematic

13.063

NAV (Jul 25)

31.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.063

NAV (Jul 25)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
30.6%
6 Month CAGR
12.4%

Scheme Information

Investment Objective

The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of companies engaged in financial services.

Expense Ratio
2.22
Launched (1y ago)
Jul 31, 2023
AUM in Crores
887.659
ISIN
INF194KB1GE6
Lock-in
No Lock-in
Benchmark
Nifty Financial Services TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Manish Gunwani

Fund Manager

Ritika Behera

Fund Manager

Sumit Agrawal

Fund Manager

Harshal Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Financial Services Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-25

Top Stock Holdings

icici bank ltd

15.1%
15.1%

hdfc bank ltd

14.7%
14.7%

axis bank ltd

8%
8%

kotak mahindra bank ltd

5.9%
5.9%

jio financial services ltd

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

95.3%
95.3%

technology

2%
2%

healthcare

1%
1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 21,459 cr

₹ 16,283 cr

₹ 24,345 cr

₹ 59,364 cr

₹ 45,470 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan Asset Management Company Limited manages assets worth 150,790 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 38 equity,214 debt and 27 hybrid funds.amc-img
phone-img022-66289999
Fund NameScripbox Opinion
Till Date CAGR

5.4%

5.6%

1.6%

2.2%

1.6%

2.2%

1.6%

2.2%

23.7%

18%

Bandhan Financial Services Fund (G) Review

Bandhan Financial Services Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 31.5% over a period of 0 years. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Harshal Joshi, Manish Gunwani, Ritika Behera, Sumit Agrawal.

Nav of Bandhan Financial Services Fund (G) as of 7/25/2024 is ₹13.06 with the total AUM as of 7/26/2024 is ₹887.659. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Financial Services Fund (G) was launched on Jul 31, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Bandhan Financial Services Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Bandhan Financial Services Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Financial Services TR INR.

Bandhan Financial Services Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Financial Services Fund (G).

Frequently Asked Questions

What is Bandhan Financial Services Fund (G)?

Bandhan Financial Services Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan Financial Services Fund (G)?

You can invest in Bandhan Financial Services Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Bandhan Financial Services Fund (G)?

The minimum sip amount for Bandhan Financial Services Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Bandhan Financial Services Fund (G) good to invest in?

As per Scripbox experts, Bandhan Financial Services Fund (G) is a Not Reviewed Yet fund. You can investBandhan Financial Services Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Bandhan Financial Services Fund (G)?

The expense ratio of the Bandhan Financial Services Fund (G) is 2.22% for regular plan.