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 |
---|---|---|
0.57 | 30.87 | 2.11 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.51 | 26.48 | 1.43 |
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) | 39.16% | — | 35.12% |
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout) | 14.74% | 5.53% | 10.63% |
Nippon India Banking & Financial Services Fund(IDCW) | 20.54% | 12.99% | 7.72% |
SBI Banking & Financial Services Fund(IDCW-Payout) | 34.75% | 16.00% | 14.81% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Others
Holdings
15.11 %
Holdings
14.00 %
Holdings
7.73 %
Sumit Agrawal
AUM: ₹4,146.41 Cr.
|
Exp: 7yrs
Harshvardhan Agrawal
AUM: ₹919.99 Cr.
|
Exp: 16yrs
Harshal Joshi
AUM: ₹51,357.77 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
3 Reasons to Invest in Bandhan Financial Services Fund
2 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