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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.62 | 31.63 | 1.47 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.51 | 26.21 | 0.99 |
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) | 28.39% | — | 32.13% |
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout) | 8.80% | 6.39% | 10.58% |
SBI Banking & Financial Services Fund(IDCW-Payout) | 28.88% | 18.53% | 15.03% |
Nippon India Banking & Financial Services Fund(IDCW) | 11.58% | 13.53% | 7.74% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
14.95 %
Holdings
14.82 %
Holdings
8.66 %
Ritu Modi
AUM: ₹2,504.91 Cr.
|
Exp: 10yrs
Harshvardhan Agrawal
AUM: ₹957.45 Cr.
|
Exp: 16yrs
Harshal Joshi
AUM: ₹53,031.08 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
All You Need To Know | Bandhan Financial Services Fund | October 2024
1 month ago•Bandhan Mutual Fund
3 Reasons to Invest in Bandhan Financial Services Fund
5 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
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%