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 (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,685.06 Cr As on 31-03-2025(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. |
81.383
-0.93 (-1.144%)
11.56%
Benchmark: 12.38%
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 | 15.34 |
| Sharpe Ratio | 0.68 |
| Alpha | 1.58 |
| 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 | 12.63 | 22.39 | 18.14 | 21.39 | 11.67 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 15.44 | 26.64 | 24.73 | 31.4 | 14.5 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 13.92 | 27.56 | 23.26 | 28.16 | 14.35 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 12.25 | 24.48 | 18.9 | 22.32 | 12.01 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 12.1 | 13.6 | 10.72 | 21.65 | - |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 11.85 | 20.97 | 18.68 | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 11.45 | 21.19 | 16.88 | 22.39 | 12.54 |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 10.7 | 20.38 | 15.14 | 21.88 | 14.36 |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 10.45 | 21.52 | - | - | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 10.32 | 34.42 | 23.07 | - | - |
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
13.46%
Others
10.87%
Large Cap
53.27%
Mid Cap
22.4%
