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Bandhan Financial Services Fund vs Invesco India Financial Services Fund compare

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tortoise-icon Bandhan Financial Services Fund - Regular (G)

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tortoise-icon Invesco India Financial Services Fund - Retail 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) 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 7.17% 8%
6 Month -6.24% -6.21%
1 Year 14.61% 13.76%
3 Year - 18.84%
5 Year - 23.34%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) Invesco India Financial Services Fund - Retail Growth
6 Month -0.73% -1.74%
1 Year 2.75% 0.86%
3 Year - 19.07%
5 Year - 18.63%

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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