Invesco India Financial Services Fund vs Bandhan Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Invesco India Financial Services Fund - Retail Growth

Invest Now

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) ₹951 Cr ₹1072 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 2.21 2.21
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 2.08% 2.85%
6 Month 6.74% 8.34%
1 Year 17.13% 18.54%
3 Year - 19.54%
5 Year - 14.86%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) Invesco India Financial Services Fund - Retail Growth
6 Month - -
1 Year 15.39% 18.36%
3 Year - 24.36%
5 Year - 21.78%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) Invesco India Financial Services Fund - Retail Growth
1 Year 36.27% 17.47%
3 Year - 15.66%
5 Year - 15.31%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) Invesco India Financial Services Fund - Retail Growth
Standard Deviation - 14.87%
Sharp - 0.79%
Beta - 0.87%
Alpha - 5.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 13.7 1.48
Mid Cap 14.38 17.72
Small Cap 15.61 24.07
Large Cap 56.31 56.73

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Invesco India Financial Services Fund - Retail Growth

Others 10.66 1.48
Services 7.27 -
Financial 74.03 -
Insurance 8.04 7.2
Capital Markets - 19.53
Finance - 12.58
Banks - 55.99
Financial Technology (Fintech) - 3.22

Top Comparisons

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns18.73%

VS

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns20.85%

Compare Now

PGIM India Global Equity Opportunities Fund - Growth PGIM India Global Equity Opportunities Fund - Growth

3Y Returns5.54%

VS

DSP World Energy Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth

3Y Returns-1.75%

Compare Now

Bajaj Finserv Large and Mid Cap Fund - Reg (G) Bajaj Finserv Large and Mid Cap Fund - Reg (G)

3Y Returns0%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns20.3%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.37%

VS

BANDHAN LIQUID Fund - Regular Plan - Growth BANDHAN LIQUID Fund - Regular Plan - Growth

3Y Returns6.31%

Compare Now
Request call back
Add to Cart Successfully