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

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

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

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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) ₹1056 Cr ₹3451 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 2.23 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 2.91% 3.18%
6 Month 6.9% 7.16%
1 Year 9.07% 10.74%
3 Year - 17%
5 Year - 21.78%

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 2.91% 3.28%
1 Year 16.34% 19.37%
3 Year - 15.91%
5 Year - 15.38%

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 15.28% 15.63%
3 Year - 14.93%
5 Year - 12.98%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Standard Deviation - 12.96%
Sharp - 0.70%
Beta - 0.89%
Alpha - 4.36%

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
Funds Managed 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 12.39 15.61
Mid Cap 16.19 8.91
Large Cap 57.51 58.39
Small Cap 13.91 17.09

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

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

Others 6.11 2.33
Financial Services 91.89 96.53
Technology 2.01 1.14

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