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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) | ₹1033 Cr | ₹1392 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 | 1.32% | -0.08% |
| 6 Month | 14.92% | 18.06% |
| 1 Year | 3.94% | 6.28% |
| 3 Year | - | 18.93% |
| 5 Year | - | 22.05% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | 1.34% | 1.81% |
| 1 Year | 11.34% | 13.48% |
| 3 Year | - | 18.97% |
| 5 Year | - | 17.91% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 17.44% | 16.91% |
| 3 Year | - | 15.91% |
| 5 Year | - | 15.38% |
Risk Management
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | - | 12.90% |
| Sharp | - | 0.90% |
| Beta | - | 0.83% |
| Alpha | - | 8.51% |
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 | 10.38 | 3.41 |
| Mid Cap | 15.62 | 18.27 |
| Large Cap | 57.26 | 57.59 |
| Small Cap | 16.74 | 20.73 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 3.25 | 0.93 |
| Financial Services | 94.72 | 96.06 |
| Technology | 2.03 | 1.9 |
| Healthcare | - | 1.1 |
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