NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Bandhan Financial Services Fund -Growth for NRI [15.34]

Min Investment

1,000

Fund Size

1,140.99 Cr

Expense Ratio

2.2%

Exit Load

0.5%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

15.34

0.62%

NAV as on 04 Feb 26, 12:00 AM

very high risk

sector financial services

equity

NAV as on 04 Feb 26, 12:00 AM

very high risk

sector financial services

equity

15.74%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

18.47%p.a.

Since Inception

About Bandhan Financial Services Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Bandhan Financial Services Fund -Growth scheme from Bandhan Asset Management Company Limited. It is a Sector - Financial Services mutual fund scheme that predominantly invests in Sector - Financial Services stocks of companies. Launched on Jul 2023, Bandhan Financial Services Fund -Growth is Sector - Financial Services fund of its category with 1,140.99 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Sector - Financial Services funds.

  • Bandhan Financial Services Fund -Growth delivered 15.7% annual returns during the last year. It has delivered 18.5% average annual returns since the fund was launched.
  • Bandhan Financial Services Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund 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.

Top 10 Holdings

Cash

0.00%

Reverse Repo

1.95%

Net Payables

-0.05%

Others Mrgn Money

0.01%

Axis Bank Ltd

4.98%

Cash Margin

0.18%

Mahindra & Mahindra Financial Services Ltd. - Right Entitlement

0.02%

Bajaj Finance Ltd

3.70%

Bajaj Finserv Ltd

0.65%

Can Fin Homes Ltd

1.30%

Fund Managers

  1. Harshvardhan Agrawal (Jun 2024 - Present)
  2. Harshal Joshi (Jul 2023 - Present)
  3. Ritu Modi (Dec 2024 - Present)
  4. Ritika Behera (Oct 2023 - Present)
  5. Gaurav Satra (Jun 2024 - Present)

Key Information

View Scheme Document

Bandhan Financial Services Fund -Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Bandhan Financial Services Fund -Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Bandhan Financial Services Fund -Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Bandhan Financial Services Fund -Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions