Bandhan Financial Services Fund vs Invesco India Financial Services Fund compare
Bandhan Financial Services Fund - Regular (G)
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
Overview
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
---|---|---|
Fund | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹924 Cr | ₹1126 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Jul 2023 | 14 Jul 2008 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
Turn Over | % | 29% |
Expense Ratio | 2.23 | 2.19 |
Manager | Manish Gunwani | Dhimant Kothari |
ISIN Code | INF194KB1GE6 | INF205K01155 |
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 | Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
---|---|---|
1 Month | 7.26% | 7.46% |
6 Month | 2.78% | 2.11% |
1 Year | 19.34% | 19.99% |
3 Year | - | 19.87% |
5 Year | - | 25.4% |
SIP Return Analysis
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
---|---|---|
6 Month | 5.85% | 4.97% |
1 Year | 12.3% | 10.07% |
3 Year | - | 21.71% |
5 Year | - | 20.01% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
---|---|---|
1 Year | 32.27% | 17.58% |
3 Year | - | 15.7% |
5 Year | - | 15.26% |
Risk Management
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
---|---|---|
Standard Deviation | - | 14.56% |
Sharp | - | 0.673% |
Beta | - | 0.893% |
Alpha | - | 6.317% |
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Fund Managers
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
---|---|---|
Name | Manish Gunwani | Dhimant Kothari |
Total AUM | ₹8731 Cr | ₹8118 Cr |
Funds Managed | 4 | 7 |
Bandhan Financial Services Fund - Regular (G) | Invesco India Financial Services Fund - Retail Growth |
Market Cap
Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Invesco India Financial Services Fund - Retail Growth |
---|---|---|
Others | 10.05 | 4.15 |
Mid Cap | 15.81 | 20.27 |
Small Cap | 9.79 | 16.91 |
Large Cap | 64.35 | 58.67 |
Sector Allocation
Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Invesco India Financial Services Fund - Retail Growth |
---|---|---|
Others | 6.97 | 4.15 |
Financial Services | 90.91 | 92.23 |
Technology | 1.75 | 2.11 |
Healthcare | 0.37 | 1.51 |
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