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Business News/Market/Market Stats/    Bandhan Financial Services Fund Regular Growth

Bandhan Financial Services Fund Regular Growth

+
  • Equity
  • Sector - Financial Services
  • Rating N.A.
  • Plan
13.15 -0.17 (-1.26%) NAV as on 10 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)957.85
  • CAGR 8.45%
  • Exit Load0.50%
  • Expense ratio2.20%
  • CategoryEquity
  • Min Investment1000
  • Min SIP0
  • Launch Date2023-07-31

Morning Star Rating N.A.

Medium
Risk
Good
Return

Asset Allocation

Holdings As On - 11 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Shriram Finance Ltd
  • 26.03
  • 2.72%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of companies engaged in financial services.

 

The Bandhan Financial Services Fund Regular Growth has an AUM of 957.85 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.20%. The minimum investment in Bandhan Financial Services Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 0.

 

As per morningstar the risk & return rating of the fund are Medium & Good respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, Axis Bank & Kotak Mahindra Bank.

 

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Investment Services & Insurance (Life).

 

Some of the similar funds are Kotak Banking & Financial Services Fund Regular Growth, DSP Banking & Financial Services Fund Regular Growth, Bandhan Financial Services Fund Regular Growth, Quant BFSI Regular Growth, WhiteOak Capital Banking & Financial Services Fund Regular Growth. Bandhan Financial Services Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Bandhan Financial Services Fund Regular Growth

According to the morning star rating Bandhan Financial Services Fund Regular Growth has a Medium risk & Good return.
Bandhan Financial Services Fund Regular Growth is managed by Harshal Joshi,Ritu Modi,Ritika Behera,Gaurav Satra,Harshvardhan Agarwal.
The expense ratio of Bandhan Financial Services Fund Regular Growth is 2.20%.
The 5 year annualized return on Bandhan Financial Services Fund Regular Growth is 0.00% & it has generated 8.45% in the last 1 year.
The minimum investment in Bandhan Financial Services Fund Regular Growth is 1000 Rs.
Bandhan Financial Services Fund Regular Growth has an AUM of 957.85 crores.
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