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NRI
  • Mutual Fund
  • Bandhan Business Cycle Fund - Regular (IDCW)

Jan 14, 2025

Category

Equity

AUM (Cr.)

1,706.49

Exit Load (%)

0.50

Min Inv Lumpsum

1,000

Expense Ratio

2.04

Sharpe Ratio

-19.00

Beta Ratio

0.00

Fund Manager

Vishal Biraia

Inception Date

Sep 30, 2024

Risk Level

Very High

Investment Objective

The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. Disclaimer: There is no assurance or guarantee that the scheme`s objectives will be realised.

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Bandhan Business Cycle Fund - Regular (IDCW) -7.97 0 0 0 0 -6.9
Benchmark - Nifty 500 TRI -9.05 -7.68 8.59 11.68 17.37 0
Category Average - BEST EQUITY PERFORMERS -7.42 -4.75 14.71 14.7 19.86 13.13
Category Rank 2/10 5/10 5/10 7/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Invesco India PSU Equity Fund (G) 56.5500 3.21 15.93 27.35 24.44 1,285.76 0.00 1,000.00 invest
Invesco India PSU Equity Fund (IDCW) 41.1900 3.18 15.93 27.36 24.45 1,285.76 0.00 1,000.00 invest
Quant Infrastructure Fund (G) 36.8646 3.03 12.08 18.03 32.88 3,535.99 1.90 5,000.00 invest
Quant Infrastructure Fund (IDCW) 36.7815 3.03 12.11 18.01 32.91 3,535.99 1.90 5,000.00 invest
Sundaram Fin Serv Opportunities-Ins(IDCW) 33.8495 -1.75 7.61 17.86 16.32 1,424.32 2.12 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Reverse Repo-TREPS Dec 31, 2024 277.40 16.26 -32.73
Equity-Axis Bank Dec 31, 2024 52.42 3.07 35.61
Equity-Sundaram Clayton Dec 31, 2024 40.43 2.37 7.45
Equity-NTPC Dec 31, 2024 36.75 2.15 -8.33
Equity-Bajaj Finance Dec 31, 2024 36.58 2.14 3.76
Equity-Wockhardt Dec 31, 2024 35.90 2.10 0.90
Equity-Swiggy Dec 31, 2024 34.71 2.03 14.90
Equity-UPL Dec 31, 2024 34.12 2.00 38.46
Equity-Infosys Dec 31, 2024 34.04 1.99 1.19
Equity-HDFC Bank Dec 31, 2024 33.13 1.94 298.22

latest news

Bandhan MF Announces Income Distribution cum Capital Withdrawal (IDCW) under Two schemes

Bandhan Mutual Fund has announced 30 December 2024 as the record date for d...

Dec 26, 2024 09:23

Bandhan Mutual Fund announces change in scheme name

Bandhan Mutual Fund has announced change in scheme name under the following...

Dec 23, 2024 13:50

Bandhan MF announces change in Fund Manager of the following scheme

Bandhan Mutual Fund has announced change in Fund Managers of the following ...

Dec 02, 2024 13:59

Bandhan MF announces Income Distribution cum Capital Withdrawal (IDCW) under four schemes

Bandhan Mutual Fund has announced 28 November 2024 as the record date for d...

Nov 26, 2024 12:01

Bandhan Mutual Fund announced Temporary suspended of Bandhan US Equity Fund of Fund.

Bandhan Mutual Fund announced that the ongoing subscription in all the Plan...

Nov 14, 2024 17:24

Bandhan MF announces Income Distribution cum Capital Withdrawal (IDCW) under Two schemes

Bandhan Mutual Fund has announced 27 September 2024 as the record date for ...

Sep 27, 2024 16:23

SCHEME DETAILS

AMC Name : Bandhan Mutual Fund
Fund Name : Bandhan Business Cycle Fund - Regular (IDCW)
Contact Persone : Vishal Biraia
Registered Address : 6th Flr,841 One World Center,Jupitermill,Senapati Bapat Marg,Elphinstone Road(West), Mumbai-400013
Telephone No : 022-66289999
Fax No. : 022-24215052
Email : investormf:bandhanamc.com
Website : www.bandhanmutual.com