Bandhan Mutual Fund

Bandhan Business Cycle Fund - Direct Plan - Growth

Bandhan Mutual Fund

Expense Ratio: 0.57
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 10-09-2024
Exit Load: Nil
Fund Size:₹1,474.55 Cr

Performance

1Y
Fund-1.22%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund0.84%
Cat. Avg.N/A

Fund Facts

Manager(s)

Harshal Joshi

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1HDFC Bank Limited56.005.07%
2Axis Bank Limited55.134.99%
3Bharti Airtel Limited40.633.68%
4Infosys Limited37.443.39%
5NTPC Limited36.563.31%
6Reliance Industries Limited33.923.07%
7Larsen & Toubro Limited33.533.03%
8Bajaj Finance Limited32.132.91%
9Triparty Repo TRP_020426_VAL28.282.56%
10One 97 Communications Limited28.252.56%

Similar Funds

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000061329+2.2%+4.7%
SI07 Oct, 241.10 L.1.14 L.+3.8%+4.2%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Jul, 251 L.98776-1.2%-1.2%
SI01 Oct, 241 L.1.02 L.+1.5%+0.8%

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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