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: 2.1% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,717.34 Cr As on 31-01-2025(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. |
77.65
-0.29 (-0.3696%)
11.42%
Benchmark: 12.21%
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 | 14.68 |
| Sharpe Ratio | 0.56 |
| Alpha | 0.88 |
| Beta | 0.94 |
| 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 | 8.48 | 23.63 | 14.34 | 14.22 | 10.54 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 12.1 | 33.06 | 19.12 | - | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 11.55 | 25.28 | 23.49 | 22.7 | 13.3 |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 11.4 | 20.28 | 11.12 | 14.44 | 13.11 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 8.87 | 24.57 | 18.88 | 22.58 | 12.65 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 7.77 | 22.27 | 15.44 | 14.08 | 10.74 |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 6.81 | 20.74 | - | - | - |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 6.15 | 19.57 | 14.31 | - | - |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 5.86 | - | - | - | - |
| Franklin India Focused Equity Fund - Growth Plan | 05-07-2007 | 4.86 | 19.21 | 15.38 | 18.69 | 12.57 |
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
15.2%
Others
9.02%
Large Cap
48.93%
Mid Cap
26.85%
