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.

71.404

11.47%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 37.93 16.76 17.37 14.1 12.73
Invesco India Focused Fund - Growth 08-09-2020 64.38 25.1 24.35 - -
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 53.84 23.11 23.16 21.78 20.18
JM Focused Fund (Regular) - Growth Option 05-03-2008 51.35 26.49 22.9 14.05 15.91
Mahindra Manulife Focused Fund - Regular Plan - Growth 01-11-2020 48.96 25.12 25.61 - -
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 44.04 24.29 23.99 19.17 15.3
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 40.21 25.54 29.54 18.86 15.66
Franklin India Focused Equity Fund - Growth Plan 05-07-2007 38.53 21.1 22.91 17.61 18.35
DSP Focus Fund - Regular Plan - Growth 10-06-2010 38.52 17.62 15.1 13.84 14.44
HSBC Focused Fund - Regular Growth 22-07-2020 38.26 18.77 19.31 - -

Scheme Characteristics

A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

24.93%

Others

2.18%

Large Cap

63.0%

Mid Cap

9.89%

Feedback
Notification