Aditya Birla Sun Life Banking and 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 Aditya Birla Sun Life Banking and 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) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Fund Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹951 Cr ₹3264 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Jul 2023 14 Dec 2013
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over % 20%
Expense Ratio 2.21 1.99
Manager Manish Gunwani Dhaval Gala
ISIN Code INF194KB1GE6 INF209K011W7
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 Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% 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) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Month -5.1% -3.15%
6 Month 0.2% -3.39%
1 Year 9.37% 7.16%
3 Year - 11.01%
5 Year - 11.92%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
6 Month - -
1 Year 10.45% 2.25%
3 Year - 14.49%
5 Year - 16.7%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Year 36.27% 16.87%
3 Year - 14.93%
5 Year - 12.72%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Standard Deviation - 15.35%
Sharp - 0.59%
Beta - 0.93%
Alpha - 2.6%

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Fund Managers

Scheme Name Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Name Manish Gunwani Dhaval Gala
Total AUM ₹8731 Cr ₹23597 Cr
Fund Manage 4 7
Bandhan Financial Services Fund - Regular (G) Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 13.7 2.39
Mid Cap 14.38 12.62
Small Cap 15.61 18.17
Large Cap 56.31 66.83

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 10.66 2.39
Services 7.27 -
Financial 74.03 -
Insurance 8.04 4.95
Capital Markets - 6.3
Banks - 64.41
Finance - 21.96

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