BANDHAN Focused Equity Fund - Regular Plan - Growth
Fund House: Bandhan Mutual Fund| Category: Equity: Focused |
| Launch Date: 16-03-2006 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| TER: 2.11% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,507.84 Cr As on (31-03-2024) |
| Turn over: 99% | Exit Load: If unit beyond 10%, Exit load of 1% if redeemed within 1 year. |
72.609
-0.88 (-1.2133%)
11.54%
Benchmark: 13.78%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 | 13.03 |
| Sharpe Ratio | 0.8 |
| Alpha | -2.07 |
| Beta | 0.92 |
| 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 | 35.31 | 21.37 | 16.67 | 14.98 | 13.04 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 63.47 | 29.52 | 23.8 | - | - |
| JM Focused Fund (Regular) - Growth Option | 05-03-2008 | 49.8 | 31.44 | 22.95 | 15.74 | 15.97 |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 48.64 | 25.58 | 19.86 | 22.31 | 20.02 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 47.29 | 28.59 | 24.28 | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 43.35 | 28.01 | 22.74 | 20.01 | 15.75 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 39.62 | 29.55 | 28.24 | 20.04 | 16.0 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 38.3 | 21.85 | 15.46 | 14.98 | 14.8 |
| Franklin India Focused Equity Fund - Growth Plan | 05-07-2007 | 38.05 | 25.43 | 21.39 | 18.79 | 18.53 |
| 360 ONE Focused Equity Fund -Regular Plan - Growth | 30-10-2014 | 36.37 | 25.4 | 21.04 | 22.14 | - |
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
24.93%
Others
2.18%
Large Cap
63.0%
Mid Cap
9.89%
