FundLens
71
Banking & FinancialBuy

Bandhan FInancial Services

Bandhan · Direct–Growth · rank #3 of 31 by Smart Score

Data updated

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
2.6%
+1.1% vs index
3 Years
14.9%
+7.4% vs index
5 Years
Since launch
15.4%

Year-by-year performance

last entry = YTD
2024
+20.6%
2025
+13.5%
2026
-1.9%

Why this score

Bandhan FInancial Services scores 71/100 — #3 of 31 Banking & Financial fund (Buy). It stands out for 3y return and sharpe ratio — beating 86% of peers on 3y return. The main drag is its 1y return (better than only 22% of peers).

Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.

3Y return14.94% · 86th percentile in category
Sharpe ratio0.75 · 85th percentile in category
Expense ratio0.96% · 74th percentile in category
Alpha5.38 · 77th percentile in category
Sortino ratio0.77 · 76th percentile in category
1Y return2.61% · 22nd percentile in category

Top holdings

top 5 = 39.6% of portfolio
1.ICICI Bank Ltd14.72%
2.HDFC Bank Ltd10.23%
3.Kotak Mahindra Bank Ltd5.59%
4.Axis Bank Ltd4.72%
5.Bajaj Finance Ltd4.33%

57 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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