67
Banking & FinancialBuy
Bandhan FInancial Services
Bandhan · Direct–Growth · rank #5 of 31 by Smart Score
Data updated
Trailing returns
1 Year
-2.9%
-0.5% vs index
3 Years
13.6%
+5.0% vs index
5 Years
—
Since launch
13.8%
Year-by-year performance
2024
+20.6%+14.6% vs index
2025
+13.5%-4.3% vs index
2026
-5.2%+0.7% vs index
Why this score
Bandhan FInancial Services scores 67/100 — #5 of 31 Banking & Financial fund (Buy). It stands out for 3y return and sharpe ratio — beating 81% of peers on 3y return. The main drag is its volatility (better than only 31% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
3Y return13.61% · 81st percentile in category
Sharpe ratio0.54 · 85th percentile in category
Sortino ratio0.64 · 78th percentile in category
Alpha4.48 · 77th percentile in category
Volatility16.71 · 31st percentile in category
Expense ratio1.00% · 68th percentile in category
Top holdings
1.ICICI Bank Ltd14.35%
2.HDFC Bank Ltd11.98%
3.Kotak Mahindra Bank Ltd5.76%
4.Axis Bank Ltd4.76%
5.Bajaj Finance Ltd4.46%
59 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.