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) ₹796 Cr ₹3278 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Jul 2023 01 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 2.27 1.99
Manager Manish Gunwani Dhaval Gala
ISIN Code INF194KB1GE6 INF209K011W7
Exits Load Exit load of 0.5%, if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./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 -0.97% -2.38%
6 Month 9.87% 4.92%
1 Year 29.48% 17.42%
3 Year - 12.05%
5 Year - 12.59%

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 - 4.59%
3 Year - 19.55%
5 Year - 18.3%

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 1.94
Mid Cap 14.38 15.65
Small Cap 15.61 18.04
Large Cap 56.31 64.37

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 1.94
Services 7.27 -
Financial 74.03 -
Insurance 8.04 5.65
Capital Markets - 5.31
Banks - 61.48
Finance - 25.62

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