Bandhan Financial Services Fund Direct growth

Equity • Financial Services • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Financial Services

Direct growth

Launched On
31 Jul 2023
3.2 years ago
Lock-in Period
No lock-in
NAV
as of 09 Oct 2026
₹15.091
+1.3023% (0.20)
AUM
₹1,114 Cr
Expense ratio
0.96%
Benchmark
Nifty Financial Services
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 30D

0.5%

If units sold after 30D

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

96.53%
Technology

Technology

3.47%

Fund House

Bandhan

Bandhan

Inc: 14 Jul 2000 • Total AUM: ₹2,00,527 Cr • Rank #11
Established in 2000 Bandhan Mutual Fund offers mutual fund solutions across equity, debt, and hybrid categories. It has an on-the-ground presence in over 100 cities, and caters to investors in nearly 800 locations across the country, serving over 3.5 million folios representing institutions, corporates, family offices, and individual clients.  It offers investment solutions aligned with well-defined objectives and focused on creating long-term value through disciplined wealth management.

Fund Managers

Harshal Joshi

Experience: 11.06 yrs • Total AUM: 8,85,924 Cr

Ritu Modi

Experience: 3.88 yrs • Total AUM: 21,106 Cr

Ritika Behera

Experience: 2.99 yrs • Total AUM: 6,33,412 Cr

Gaurav Satra

Experience: 2.33 yrs • Total AUM: 6,33,412 Cr

Harshvardhan Agarwal

Experience: 2.33 yrs • Total AUM: 6,687 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.