Bandhan Innovation Fund - Direct Plan - Growth
Expense Ratio: 0.61
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 10-04-2024
Exit Load: Nil
Fund Size:₹1,989.72 Cr
Performance
1Y
Fund15.60%
Cat. Avg.N/A
2Y
Fund15.18%
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
Fund20.66%
Cat. Avg.N/A
Fund Facts
Manager(s)
Brijesh Shah
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Eternal Limited | 103.93 | 5.87% |
| 2 | Triparty Repo TRP_020426_VAL | 86.75 | 4.90% |
| 3 | One 97 Communications Limited | 77.64 | 4.38% |
| 4 | ICICI Bank Limited | 69.33 | 3.91% |
| 5 | AstraZeneca Pharma India Limited | 69.21 | 3.91% |
| 6 | Bajaj Finserv Limited | 62.36 | 3.52% |
| 7 | Reliance Industries Limited | 47.22 | 2.67% |
| 8 | Jubilant Ingrevia Limited | 40.85 | 2.31% |
| 9 | GE Vernova T&D India Limited | 38.40 | 2.17% |
| 10 | Coforge Limited | 37.60 | 2.12% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67567 | +12.6% | +27.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.42 L. | +18.7% | +18.5% |
| SI | 07 May, 24 | 1.35 L. | 1.64 L. | +21.6% | +18.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.16 L. | +15.6% | +15.6% |
| 2Y | 16 Jul, 24 | 1 L. | 1.33 L. | +32.7% | +15.2% |
| SI | 02 May, 24 | 1 L. | 1.51 L. | +51.3% | +20.7% |
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
₹9.00LTotal Gained
₹14.80LSIP 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.