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Bandhan Financial Services Fund vs Invesco India Financial Services Fund compare
Bandhan Financial Services Fund - Regular (G)
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Fund | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹924 Cr | ₹1126 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Jul 2023 | 14 Jul 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | % | 29% |
| Expense Ratio | 2.23 | 2.19 |
| Manager | Manish Gunwani | Dhimant Kothari |
| ISIN Code | INF194KB1GE6 | INF205K01155 |
| 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 | Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | 2.57% | 4.27% |
| 6 Month | 1.88% | 1.72% |
| 1 Year | 14.42% | 16.45% |
| 3 Year | - | 27.03% |
| 5 Year | - | 24.61% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | 9.64% | 11.79% |
| 1 Year | 16.32% | 19.63% |
| 3 Year | - | 22.8% |
| 5 Year | - | 20.38% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 19.57% | 17.1% |
| 3 Year | - | 15.79% |
| 5 Year | - | 15.31% |
Risk Management
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | - | 14.56% |
| Sharp | - | 0.673% |
| Beta | - | 0.893% |
| Alpha | - | 6.317% |
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Fund Managers
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Name | Manish Gunwani | Dhimant Kothari |
| Total AUM | ₹8731 Cr | ₹8118 Cr |
| Funds Managed | 4 | 7 |
| Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
Market Cap
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 10.05 | 4.15 |
| Mid Cap | 15.81 | 20.27 |
| Small Cap | 9.79 | 16.91 |
| Large Cap | 64.35 | 58.67 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 6.97 | 4.15 |
| Financial Services | 90.91 | 92.23 |
| Technology | 1.75 | 2.11 |
| Healthcare | 0.37 | 1.51 |
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