Aditya Birla Sun Life Banking and Financial Services Fund vs Bandhan Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Financial Services Fund - Regular (G)

Invest Now

tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Fund Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹951 Cr ₹3264 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Jul 2023 14 Dec 2013
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over % 20%
Expense Ratio 2.21 1.99
Manager Manish Gunwani Dhaval Gala
ISIN Code INF194KB1GE6 INF209K011W7
Exits Load Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Month 4.29% 3.16%
6 Month 14.75% 9.41%
1 Year 26.75% 15.92%
3 Year - 13.86%
5 Year - 13.55%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
6 Month - -
1 Year 25.66% 16.76%
3 Year - 19.24%
5 Year - 18.96%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Year 36.27% 16.87%
3 Year - 14.93%
5 Year - 12.72%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Standard Deviation - 15.35%
Sharp - 0.59%
Beta - 0.93%
Alpha - 2.6%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Name Manish Gunwani Dhaval Gala
Total AUM ₹8731 Cr ₹23597 Cr
Fund Manage 4 7
Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 13.7 2.39
Mid Cap 14.38 12.62
Small Cap 15.61 18.17
Large Cap 56.31 66.83

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 10.66 2.39
Services 7.27 -
Financial 74.03 -
Insurance 8.04 4.95
Capital Markets - 6.3
Banks - 64.41
Finance - 21.96

Top Comparisons

Tata Small Cap Fund-Regular Plan-Growth Tata Small Cap Fund-Regular Plan-Growth

3Y Returns25.87%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns21.77%

Compare Now

BANDHAN Focused Equity Fund - Regular Plan - Growth BANDHAN Focused Equity Fund - Regular Plan - Growth

3Y Returns15.17%

VS

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

3Y Returns17.46%

Compare Now

UTI Flexi Cap Fund - Growth Option UTI Flexi Cap Fund - Growth Option

3Y Returns7.29%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns19.72%

Compare Now

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns5.85%

VS

Quant Overnight Fund Regular - Growth Quant Overnight Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully