FundLens
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Banking & FinancialBuy

Bandhan FInancial Services

Bandhan · Direct–Growth · rank #4 of 31 by Smart Score

Data updated

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
6.7%
-0.2% vs index
3 Years
16.2%
+6.9% vs index
5 Years
Since launch
15.7%

Year-by-year performance

last entry = YTD
2024
+20.6%
2025
+13.5%
2026
-1.7%

Why this score

Bandhan FInancial Services scores 73/100 — #4 of 31 Banking & Financial fund (Buy). It stands out for 3y return and sharpe ratio — beating 81% of peers on 3y return. It has no major weak spot vs the category.

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

3Y return16.22% · 81st percentile in category
Sharpe ratio0.62 · 77th percentile in category
Expense ratio0.90% · 85th percentile in category
Volatility15.54 · 73rd percentile in category
Alpha4.81 · 77th percentile in category
Sortino ratio0.87 · 76th percentile in category

Top holdings

top 5 = 41.3% of portfolio
1.ICICI Bank Ltd14.63%
2.HDFC Bank Ltd12.22%
3.Kotak Mahindra Bank Ltd5.33%
4.Bajaj Finance Ltd4.71%
5.Axis Bank Ltd4.4%

58 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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