Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 33.73 | 2.01 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.50 | 27.98 | 1.34 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty Financial Services - TRI |
Sectoral Funds - Banks & Financial Services are equity schemes that majorly invest in financial sector companies. It will give exposure to entire financial sector which comprised a wide range of bank and financial services.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Financial Services Fund(IDCW Reinvest) | 38.25% | — | 30.19% |
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout) | 16.12% | 3.05% | 10.49% |
SBI Banking & Financial Services Fund(IDCW-Payout) | 35.73% | 12.78% | 14.59% |
Nippon India Banking & Financial Services Fund(IDCW) | 19.93% | 9.53% | 7.48% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
14.23 %
Holdings
14.14 %
Holdings
9.10 %
Sumit Agrawal
AUM: ₹4,514.58 Cr.
|
Exp: 7yrs
Harshvardhan Agrawal
AUM: ₹976.32 Cr.
|
Exp: 16yrs
Harshal Joshi
AUM: ₹50,395.97 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
3 Reasons to Invest in Bandhan Financial Services Fund
3 months ago•Bandhan Mutual Fund
What is Bandhan Financial Services Fund? | Ft. Sumit Agrawal | Fund Manager - Bandhan AMC Limited
1 year ago•Bandhan Mutual Fund
Introducing Bandhan Financial Services Fund | Ft. Sumit Agrawal | Fund Manager, Bandhan AMC
1 year ago•Bandhan Mutual Fund
The 4 Pillars of Investment Philosophy |Bandhan Financial Services Fund | Ft. Sumit Agrawal
1 year ago•Bandhan Mutual Fund
Bandhan Financial Services Sector on Long Term Wealth Creation | Ft. Sumit Agrawal
1 year ago•Bandhan Mutual Fund
What is JAM Trinity? | Ft. Sumit Agrawal | Bandhan Financial Services
1 year ago•Bandhan Mutual Fund
Bandhan Financial Services Fund | Manish Gunwani - Head,Equities | Bandhan AMC
1 year ago•Bandhan Mutual Fund
Bandhan Financial Services Fund - Part 3 | Manish Gunwani - Head,Equities | Bandhan AMC
1 year ago•Bandhan Mutual Fund
Bandhan Financial Services Fund - Part 2 | Manish Gunwani - Head,Equities | Bandhan AMC
1 year ago•Bandhan Mutual Fund
Bandhan Financial Services Fund - Part 1 | Manish Gunwani - Head,Equities | Bandhan AMC
1 year ago•Bandhan Mutual Fund
Returns
Insufficient Data