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. |
85.039
0.38 (0.4457%)
12.02%
Benchmark: 12.49%
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 | 22.57 | 28.83 | 14.93 | 16.73 | 11.6 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 28.2 | 34.77 | 17.5 | - | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 19.9 | 25.28 | 21.66 | 21.8 | 13.31 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 19.09 | 25.29 | 17.67 | 22.36 | 13.01 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 17.87 | 22.03 | 13.71 | - | - |
| ITI Focused Equity Fund - Regular Plan - Growth | 19-06-2023 | 17.57 | - | - | - | - |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 16.88 | 23.7 | - | - | - |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 16.47 | 20.96 | 9.51 | 15.72 | 13.47 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 16.09 | 24.45 | 17.43 | - | - |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 14.51 | 25.09 | 13.18 | 14.24 | 11.36 |
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
