Archive · 2 Aug 2025
Bandhan Financial Fund Delivers Strong SIP Returns
Imagine a fund that invests in banks and financial companies.
This fund has given investors a good return of about 16% each year for the last two years.
If someone invested ₹10,000 each month, they would now have over ₹2.81 lakh.
The fund also did better than similar investments.
The fund is now managing over ₹1,000 crore.
Experts say that since these funds focus on specific sectors, they can be risky, so investors should be cautious.
Bandhan Financial Services Fund delivered a 16.24% annualised return for SIP investors in its first two years.
A ₹10,000 monthly SIP grew to ₹2.81 lakh by June 2025.
The fund outperformed its benchmark, Nifty Financial Services TRI, which rose 17.49%.
The fund manages ₹1,086 crore in assets under management (AUM) as of June 2025.
Experts caution about the fund's volatility and advise investors to assess their risk appetite.
- Who
- Bandhan Financial Services Fund investors.
- What
- Bandhan Financial Services Fund delivered a 16.24% annualised return for SIP investors.
- When
- Over its first two years, from July 2023 to June 2025.
- Where
- India
- Why
- To tap opportunities within India’s banking and financial services sector.
Expert Cautions
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Volatility
Expert Cautions
Sectoral funds are more volatile than diversified funds.
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Risk Factors
Expert Cautions
Returns can be impacted by regulation, interest rates, and the banking environment.
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Risk Assessment
Expert Cautions
Assess risk appetite and avoid heavy exposure to a single sector.
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- Fund Name
- Bandhan Financial Services Fund
- Return (SIP, Annualised)
- 16.24%
- SIP Growth (July 2023-June 2025)
- ₹2.81 lakh
- Point-to-point return
- 25.97%
- Benchmark Return
- 17.49%
- AUM
- ₹1,086 crore
- Expense Ratio
- 0.6%
