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: 2.09% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,838.85 Cr As on 30-05-2025(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

87.874

11.9%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 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 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 14.61
Sharpe Ratio 1.12
Alpha 1.95
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 Fund - Regular Plan - Growth 16-03-2006 8.57 22.08 21.46 20.06 12.14
HDFC Focused Fund - GROWTH PLAN 05-09-2004 9.28 25.44 26.27 28.53 14.49
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 8.83 21.45 21.43 - -
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 8.82 26.9 25.8 25.82 14.92
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 8.07 19.39 19.37 20.6 14.67
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 7.94 14.26 13.5 18.6 -
Invesco India Focused Fund - Growth 08-09-2020 7.1 33.58 27.29 - -
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 6.31 20.44 19.34 20.57 12.62
Old Bridge Focused Fund - Regular Growth 24-01-2024 6.09 - - - -
Axis Focused Fund - Regular Plan - Growth Option 02-05-2012 5.84 14.62 13.57 14.43 11.67

Scheme Characteristics

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

Riskometer

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PORTFOLIO

Market Cap Distribution

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