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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) | ₹1105 Cr | ₹1516 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 | 2.3% | 2.61% |
| 6 Month | 6.33% | 6.8% |
| 1 Year | 8.28% | 9.54% |
| 3 Year | - | 19.9% |
| 5 Year | - | 18.33% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | 5.23% | 5.89% |
| 1 Year | 20.63% | 24.89% |
| 3 Year | - | 20.77% |
| 5 Year | - | 19.05% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 15.28% | 16.64% |
| 3 Year | - | 16.09% |
| 5 Year | - | 15.51% |
Risk Management
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | - | 14.87% |
| Sharp | - | 1.08% |
| Beta | - | 0.87% |
| Alpha | - | 6.22% |
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 | 10.91 | 0.82 |
| Mid Cap | 16.84 | 23.75 |
| Small Cap | 15.11 | 21.92 |
| Large Cap | 57.14 | 53.51 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 5.13 | 0.82 |
| Financial Services | 92.44 | - |
| Technology | 2.42 | - |
| Capital Markets | - | 20.03 |
| Banks | - | 55 |
| Finance | - | 15.69 |
| Insurance | - | 6.07 |
| Financial Technology (Fintech) | - | 2.39 |
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