BANDHAN Focused Equity Fund - Regular Plan - Growth
Fund House: Bandhan Mutual Fund| Category: Equity: Focused |
| Launch Date: 16-03-2006 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 2.09% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,836.94 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 116% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
83.977
0.91 (1.0872%)
11.91%
Benchmark: 12.46%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 6 Months
11 Years 8 Months
15 Years 4 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to invest in well-managed growth companies that are available at reasonable value. Companies would be identified through a systematic process of forecasting earnings.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.67 |
| Sharpe Ratio | 0.76 |
| Alpha | 3.11 |
| Beta | 0.89 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 19.6 | 27.71 | 15.08 | 16.24 | 11.36 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 25.54 | 36.36 | 18.5 | - | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 19.08 | 26.74 | 22.14 | 23.06 | 13.53 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 19.02 | 26.56 | 18.74 | 23.47 | 13.35 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 18.71 | 23.13 | 14.92 | - | - |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 18.08 | 21.68 | 10.95 | 16.04 | 13.5 |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 17.54 | 23.97 | - | - | - |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 15.97 | 25.47 | 14.72 | 14.82 | 11.48 |
| UTI Focused Fund - Regular Plan - Growth Option | 25-08-2021 | 14.23 | 21.6 | 13.64 | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 14.13 | 20.79 | 13.18 | 16.12 | 11.74 |
Scheme Characteristics
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.75%
Others
10.0%
Large Cap
45.99%
Mid Cap
26.12%
Scheme Documents
There are no scheme documents available
