myplexus

NFO Monitor

Fund Fact

Name of Funds:

Bandhan Financial Services

Opening:

10th July 2023

Closing:

24th July 2023

Minimum Investment:

Rs.1,000/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if redeemed/switched out within 1 year from the date of allotment

Fund Stats

Objective:

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

Benchmark:

NIFTY Financial Services

Fund Manager:

Sumit Agarwal, Manish Gunwani, Harshal Joshi, Nishita Shah

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Mirae Asset Banking and Financial Services Fund	13.56(6M)	29.30(1Y)
Nippon India Banking & Financial Services Fund	11.96(6M)	29.41(1Y)

Fund Prognosis

Idea Distiller

An economy lifeline - the financial services - is getting renewed attention from the MF manufacturers. And it is a very large segment of the listed space.

Fund House AAUM:
Rs. 11832921.9 Lakhs (as on 30th June 2023)
Fund Manager:
Combined experience of above 16 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

As financialisation happens to people's assets, this segment can only grow, perhaps faster than others. High ooomph if patience is there.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028