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SBI Banking & Financial Services Fund vs Bandhan Financial Services Fund compare

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

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - 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) SBI Banking & Financial Services Fund - Regular Plan - Growth
Fund Bandhan Financial Services Fund - Regular (G) SBI Banking & Financial Services Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1058 Cr ₹8450 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Jul 2023 26 Feb 2015
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over % 84%
Expense Ratio 2.23 1.81
Manager Manish Gunwani Pradeep Kesavan
ISIN Code INF194KB1GE6 INF200KA1473
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 SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) SBI Banking & Financial Services Fund - Regular Plan - Growth
1 Month -3.03% -1.61%
6 Month 12.86% 16.26%
1 Year 11.34% 16.88%
3 Year - 18.49%
5 Year - 22.41%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) SBI Banking & Financial Services Fund - Regular Plan - Growth
6 Month 2.49% 5.22%
1 Year 8.67% 17.93%
3 Year - 20.31%
5 Year - 18.02%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) SBI Banking & Financial Services Fund - Regular Plan - Growth
1 Year 17.44% 17.09%
3 Year - 15.2%
5 Year - 13.68%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) SBI Banking & Financial Services Fund - Regular Plan - Growth
Standard Deviation - 11.85%
Sharp - 1.04%
Beta - 0.80%
Alpha - 7.11%

Fund Managers

Scheme Name Bandhan Financial Services Fund - Regular (G) SBI Banking & Financial Services Fund - Regular Plan - Growth
Name Manish Gunwani Pradeep Kesavan
Total AUM ₹8731 Cr ₹434274 Cr
Funds Managed 4 43
Bandhan Financial Services Fund - Regular (G) SBI Banking & Financial Services Fund - Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Financial Services Fund - Regular (G)

SBI Banking & Financial Services Fund - Regular Plan - Growth

Others 10.38 8.59
Mid Cap 15.62 13.61
Large Cap 57.26 64.71
Small Cap 16.74 13.1

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

SBI Banking & Financial Services Fund - Regular Plan - Growth

Others 3.25 8.11
Financial Services 94.72 91.89
Technology 2.03 -

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