Bandhan Financial Services Fund

Equity: Sectoral/Thematic | Growth

MAX CAGR

+14.92%

Fund Size

₹1,107.29 Cr

Min. Investment

₹100

QUICK FUND SUMMARY

Bandhan Financial Services Fund Growth is an equity mutual fund managing assets worth ₹1,107.29 Cr. The current NAV is ₹15.14 as of Jul 20. It has delivered a maximum CAGR of 14.92%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., ICICI Bank Ltd., Axis Bank Ltd., Kotak Mahindra Bank Ltd. and Bajaj Finance Ltd..

Bandhan Financial Services Fund Details

Fund Size

₹1,107.29 Cr

Type

Equity: Sectoral/Thematic

Minimum Investment

₹100

NAV (Jul 20)

₹15.14

Plan Type

Regular

Launch Date

28 Jul 2023

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.43%

Withdrawal Charge

Exit load of 0.5%, if redeemed within 30 days.

Bandhan Financial Services Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Bandhan Financial Services Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Bandhan Financial Services Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Bandhan Financial Services Fund

Bandhan Financial Services Fund is a Growth Equity mutual fund managed by IDFC Mutual Fund.

The current NAV of Bandhan Financial Services Fund is ₹15.14 as of Jul 20.

You can invest in Bandhan Financial Services Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Bandhan Financial Services Fund is ₹100.

The expense ratio of Bandhan Financial Services Fund is 2.43%.

Bandhan Financial Services Fund has an exit load as follows: exit load of 0.5%, if redeemed within 30 days.

Short-term capital gains (STCG) on Bandhan Financial Services Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.