Bandhan Business Cycle Fund - Regular Plan - IDCW
Fund House: Bandhan Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 30-09-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 4.22% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,226.7 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 0.42% | Exit Load: 0.0005 |
9.466
-0 (-0.0106%)
-3.33%
Benchmark: 12.1%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| 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 Business Cycle Fund - Regular Plan - IDCW | 30-09-2024 | -2.72 | - | - | - | - |
| Invesco India Business Cycle Fund - Growth | 27-02-2025 | 13.89 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 6.41 | 5.73 | - | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 4.31 | 2.65 | - | - | - |
| Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 3.12 | 1.18 | - | - | - |
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | 2.95 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 2.54 | 7.72 | 15.27 | - | - |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 1.77 | 1.99 | 16.23 | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 1.72 | 6.12 | 18.66 | 16.56 | - |
| Edelweiss Business Cycle Fund - Regular Plan - Growth | 30-07-2024 | 0.98 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.42%
Others
3.68%
Large Cap
55.18%
Mid Cap
19.72%
