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Bandhan Financial Services Fund vs Invesco India Financial Services Fund compare

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

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tortoise-icon Invesco India Financial Services Fund - Retail 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) 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) ₹1039 Cr ₹1372 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 3.21% 3.85%
6 Month 7.02% 9.55%
1 Year 12.05% 14.25%
3 Year - 27.45%
5 Year - 23.59%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) Invesco India Financial Services Fund - Retail Growth
6 Month 12.32% 14.52%
1 Year 23.05% 26.86%
3 Year - 25.39%
5 Year - 21.83%

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 - 14.79%
Sharp - 1.08%
Beta - 0.88%
Alpha - 7.99%

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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 8.29 6.4
Mid Cap 14.31 17.73
Large Cap 64.96 59.18
Small Cap 12.44 16.68

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Invesco India Financial Services Fund - Retail Growth

Others 4.87 3.78
Financial Services 93.14 94.22
Technology 1.99 0.93
Healthcare - 1.07

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