How to check the XIRR of BANDHAN Equity Savings Fund-Direct Plan-Growth?

You can track the exact XIRR and portfolio overlapping of BANDHAN Equity Savings Fund-Direct Plan-Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for BANDHAN Equity Savings Fund-Direct Plan-Growth?

Use the MutualSaathi Portfolio Analyzer to compare BANDHAN Equity Savings Fund-Direct Plan-Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bandhan Equity Savings Fund-Direct Plan-Growth

Bandhan Mutual Fund

Expense Ratio: 0.19

Risk: Low

Hybrid Scheme - Equity Savings

Plan: Direct

Benchmark: CRISIL Equity Savings Index

Inception: 05-05-2008

Exit Load: Nil

Fund Size:₹402.66 Cr

Performance

Fund4.62%

Cat. Avg.4.69%

Fund5.59%

Cat. Avg.5.63%

Fund7.64%

Cat. Avg.9.35%

Fund7.25%

Cat. Avg.8.49%

10Y

Fund7.39%

Cat. Avg.8.28%

Fund7.49%

Cat. Avg.9.09%

Fund Facts

Manager(s)

Harshal Joshi

Beta

0.45

Std Dev

2.08%

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

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Bandhan Money Market Fund -Direct Plan-Growth	Mutual Fund	Mutual Fund Units		Mutual Fund Units		27.67	12.44%
2	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction		16.86	7.58%
3	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		15.76	7.09%
4	7.37% Indian Railway Finance Corporation Limited	DEBT	Bond/NCD		CRISIL AAA	7.51%	14.94	6.72%
5	Axis Bank Limited	Equity	Listed	Large Cap	Banks		14.52	6.53%
6	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		13.81	6.21%
7	Kotak Mahindra Bank Limited	Equity	Listed		Banks		12.96	5.83%
8	Multi Commodity Exchange of India Limited	Equity	Listed		Capital Markets		12.84	5.78%
9	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles		10.77	4.84%
10	7.98% Bajaj Housing Finance Limited	DEBT	Bond/NCD		CRISIL AAA	7.61%	10.00	4.50%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61444	+2.4%	+5.1%
2Y	07 Aug, 24	1.20 L.	1.26 L.	+5.4%	+5.5%
3Y	07 Aug, 23	1.80 L.	1.97 L.	+9.7%	+6.4%
5Y	09 Aug, 21	3 L.	3.58 L.	+19.4%	+7.2%
10Y	08 Aug, 16	6 L.	8.88 L.	+48.1%	+7.7%
SI	07 Jan, 14	7.55 L.	12.36 L.	+63.7%	+7.6%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.05 L.	+4.6%	+4.6%
2Y	16 Jul, 24	1 L.	1.11 L.	+11.5%	+5.6%
3Y	17 Jul, 23	1 L.	1.25 L.	+24.6%	+7.6%
5Y	16 Jul, 21	1 L.	1.42 L.	+41.9%	+7.3%
10Y	18 Jul, 16	1 L.	2.04 L.	+103.9%	+7.4%
SI	01 Jan, 14	1 L.	2.48 L.	+147.6%	+7.5%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

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.