Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Banking And 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 Tata Banking And Financial Services Fund-Regular Plan-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) Tata Banking And Financial Services Fund-Regular Plan-Growth
Fund Bandhan Financial Services Fund - Regular (G) Tata Banking And Financial Services Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹924 Cr ₹2324 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Jul 2023 28 Dec 2015
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over % 10.36%
Expense Ratio 2.23 0.55
Manager Manish Gunwani Amey Sathe
ISIN Code INF194KB1GE6 INF277K01Y86
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 Tata Banking And Financial Services Fund - Growth charges 0.25% 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) Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Month 4.85% 5.92%
6 Month -7.8% -4.07%
1 Year 10.72% 12.59%
3 Year - 16.08%
5 Year - 23%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) Tata Banking And Financial Services Fund-Regular Plan-Growth
6 Month -0.73% 1.92%
1 Year 2.75% 6.12%
3 Year - 16.39%
5 Year - 16.63%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Year 32.27% 16.78%
3 Year - 13.75%
5 Year - 13.75%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) Tata Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation - 15.02%
Sharp - 0.62%
Beta - 0.94%
Alpha - 3.14%

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) Tata Banking And Financial Services Fund-Regular Plan-Growth
Name Manish Gunwani Amey Sathe
Total AUM ₹8731 Cr ₹11910 Cr
Funds Managed 4 4
Bandhan Financial Services Fund - Regular (G) Tata Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 10.05 1.67
Mid Cap 15.81 15.25
Small Cap 9.79 24.18
Large Cap 64.35 58.9

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 6.97 1.67
Financial Services 90.91 96.49
Technology 1.75 1.84
Healthcare 0.37 -

Top Comparisons

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns18.89%

VS

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns16.33%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns14.48%

VS

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns14.86%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.82%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.82%

Compare Now

Kotak Dynamic Bond Fund Regular Plan Growth Kotak Dynamic Bond Fund Regular Plan Growth

3Y Returns6.7%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns6.64%

Compare Now
Add to Cart Successfully