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  • Bandhan Mutual Fund
  • Bandhan Financial Services Fund (G)
Bandhan Mutual Funds

Bandhan Financial Services Fund (G)

EquitySectoral / Thematic

13.722

NAV (Sep 06)

32.905%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.722

NAV (Sep 6)

Fund Returns

Last 1Y
36.9%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
32.9%
6 Month CAGR
14.4%

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
2.21
Launched (0y ago)
2.21
AUM in Crores
920
ISIN
INF194KB1GE6
Lock-in
Benchmark
NIFTY Financial Services Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
Fund Managers

Gaurav Satra

Fund Manager

Harshal Joshi

Fund Manager

Harshvardhan Agrawal

Fund Manager

Manish Gunwani

Fund Manager

Ritika Behera

Fund Manager

Sumit Agrawal

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 (G)70%19,71,360 12,38,74836.9%
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 2024-05-30

Top Stock Holdings

ICICI Bank Ltd.

15.1%
15.11%

HDFC Bank Ltd.

14%
14%

Axis Bank Ltd.

7.7%
7.73%

Kotak Mahindra Bank Ltd.

5.7%
5.67%

Others

4.7%
4.69%
See all holdings

Allocation by Sector

Financial

82.58%
82.58%

Insurance

6.69%
6.69%

Services

6.39%
6.39%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 25,617 cr

₹ 23,046 cr

₹ 62,717 cr

₹ 48,805 cr

₹ 17,267 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan mutual fund was established in 2000, and offers Equity, Debt, ELSS and Index mutual funds to achieve your financial goals. Bandhan mutual fund is one of the top 10 fund houses in terms of AUM and has an experienced investment team and presence over 60 cities in India.amc-img
Fund NameScripbox Opinion
Till Date CAGR

5.208%

5.717%

5.091%

5.591%

23.051%

18.004%

19.47%

19.14%

10.053%

10.315%

Bandhan Financial Services Fund (G) Review

Bandhan Financial Services Fund (G) is a Equity Equity fund and has delivered an annualised return of 32.905% over a period of 1 years. The fund is managed by Bandhan Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object],[object Object].

Nav of Bandhan Financial Services Fund (G) as of 9/6/2024 is ₹13.72 with the total AUM as of 9/7/2024 is ₹919.9918. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Financial Services Fund (G) was launched on 2023-07-28. The category risk of the fund is null.

The minimum SIP amount for Bandhan Financial Services Fund (G) is ₹1000 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 Total Return Index.

Bandhan Financial Services Fund (G) is rated as a null fund in Equity and delivered 36.864% 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 Equity 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 ₹1000. 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 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 2.21% for regular plan.