- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Financial Services Fund vs Bandhan 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) | ₹1141 Cr | ₹1599 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 | -1.52% | 0.82% |
| 6 Month | 3.34% | 5.99% |
| 1 Year | 18.64% | 24.49% |
| 3 Year | - | 23.1% |
| 5 Year | - | 18.29% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | -1.08% | 1.07% |
| 1 Year | 4.68% | 11.15% |
| 3 Year | - | 17.28% |
| 5 Year | - | 17.4% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 13.39% | 16.6% |
| 3 Year | - | 16.16% |
| 5 Year | - | 15.57% |
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 | - | 0.88% |
| Alpha | - | 5.88% |
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 | 12.64 | 18.43 |
| Mid Cap | 16.69 | 17.96 |
| Small Cap | 16.31 | 17.43 |
| Large Cap | 54.36 | 46.19 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 2.13 | 1.86 |
| Financial Services | 93.94 | 96.3 |
| Technology | 3.53 | 0.99 |
| Healthcare | 0.4 | 0.85 |
Top Comparisons
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns14.28%
Quant Quantamental Fund Regular - Growth
3Y Returns17.78%
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.37%
INVESCO INDIA SHORT DURATION FUND - Growth
3Y Returns7%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns18.52%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns17.31%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.09%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7%
