Bandhan Focused Fund - Regular Plan - Growth
(Erstwhile 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: 2.07% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,974 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 116% | Exit Load: Entry Load: Nil. Exit Load (w.e.f 08-May-2020) If redeemed / Switched Out within 365 days from the date of allotment - Up to 10% of Investment Nil & For remaining Investment: 1.00%. If redeemed / switched out after 365 days from the date of allotment: Nil |
89.534
0.84 (0.9415%)
11.83%
Benchmark: 12.49%
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 investment objective of the Scheme is seek to generate capital appreciation by investing in a concentrated portfolio of equity and equity related instruments up to 30 companies. There is no assurance or guarantee that the objectives of the scheme will be realized.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.91 |
| Sharpe Ratio | 0.84 |
| Alpha | 2.13 |
| Beta | 0.91 |
| 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 Fund - Regular Plan - Growth | 16-03-2006 | 2.08 | 22.12 | 19.27 | 17.27 | 12.93 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 8.94 | 24.64 | 23.01 | 29.19 | 14.69 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 8.75 | 17.17 | 16.77 | 20.3 | 14.71 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 7.09 | 26.14 | 23.54 | 25.73 | 15.5 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 6.4 | 20.8 | 17.44 | 19.9 | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 5.45 | 21.53 | 18.59 | - | - |
| Axis Focused Fund - Regular Plan - Growth Option | 02-05-2012 | 2.66 | 16.07 | 11.5 | 13.32 | 12.29 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 2.39 | 19.0 | 16.93 | 18.78 | 12.75 |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 2.35 | 13.92 | 13.38 | 17.33 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 2.27 | 21.33 | - | - | - |
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
27.54%
Large Cap
55.31%
Mid Cap
17.02%
