Bandhan BusIness Cycle Fund - Regular Plan - IDCW
Fund House: Bandhan Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 30-09-2024 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 2.41% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,165.94 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: 0.42% | Exit Load: 0.0005 |
9.987
0.04 (0.3905%)
-0.15%
Benchmark: 12.2%
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 | 3.21 | - | - | - | - |
| Invesco India BusIness Cycle Fund - Growth | 27-02-2025 | 17.61 | - | - | - | - |
| MahIndra Manulife BusIness Cycle Fund- Regular Plan - Growth | 11-09-2023 | 13.53 | 3.31 | - | - | - |
| Aditya Birla Sun Life BusIness Cycle Fund-Regular-Growth | 06-12-2021 | 12.91 | 5.36 | 13.61 | - | - |
| Kotak BusIness Cycle Fund-Regular Plan-Growth | 05-09-2022 | 10.88 | 7.86 | 16.29 | - | - |
| Union BusIness Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 10.35 | 2.2 | - | - | - |
| Quant BusIness Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 9.6 | -4.65 | 13.35 | - | - |
| Bank Of India BusIness Cycle Fund - Regular Plan - Growth | 05-08-2024 | 8.87 | - | - | - | - |
| Baroda BNP Paribas BusIness Cycle Fund - Regular Plan - Growth | 15-09-2021 | 8.44 | 1.04 | 13.42 | - | - |
| DSP BusIness Cycle Fund - Regular - Growth | 17-12-2024 | 8.39 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.15%
Others
2.48%
Large Cap
55.51%
Mid Cap
19.86%
