Bandhan Equity Savings Fund – Direct (IDCW-Q)
₹ 100
Min SIP
₹ 1,000
Min Lumpsum
0.45 %
Expense Ratio
Rating
136
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 11.5% | 8.1% | 9.6% | 8.3% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.43
Alpha
0.85
SD
0.21
Beta
0.26
Sharpe
Exit Load
| Exit Load | In respect of each purchase of units: - For 10% of investment: Nil - For remaining investment: 0.25% - If redeemed/switched out within 7 days from the date of allotment. Nil - If redeemed/switched out after 7 days from the date of allotment. |
|---|
Fund Objective
To generate income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets along with debt and money market instruments and to generate long-term capital appreciation by investing a portion of the Schemes assets in equity and equity related instruments.
Fund Managers
Sachin Relekar - Fund Manager
Mr Sachin Relekar is a fund manager of LIC MF Tax Plan, a share-based savings plan that offers tax benefits. He is a former student of the Jamnalal Bajaj Institute of Management Studies, with over 17 years of experience as equity research and business development analyst. Mr Sachin Relekar joined LIC Mutual Fund in 2012 after working at Tata Asset Management Limited in 2007.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Equity Savings .
-
- 19
-
16.6%Fund Size - 19
-
9.7%Fund Size - 19
-
10.9%Fund Size - 19
-
- Hybrid .
- Equity Savings .
-
- 136
-
11.6%Fund Size - 136
-
8.1%Fund Size - 136
-
9.7%Fund Size - 136
-
- Hybrid .
- Equity Savings .
-
- 94
-
10.7%Fund Size - 94
-
7.6%Fund Size - 94
-
9.2%Fund Size - 94
-
- Hybrid .
- Equity Savings .
-
- 589
-
11.7%Fund Size - 589
-
7.5%Fund Size - 589
-
10.7%Fund Size - 589
-
- Hybrid .
- Equity Savings .
-
- 881
-
20.8%Fund Size - 881
-
14.4%Fund Size - 881
-
15.2%Fund Size - 881
AMC Contact Details
Bandhan Mutual Fund
AUM:
1,44,964 Cr
Address:
6th Flr,841 One World Center,Jupiter
mill,Senapati Bapat Marg,
Elphinstone Road(West), Mumbai-400013
Contact:
022-66289999
Email ID:
investormf@bandhanamc.com
More Funds from Bandhan Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Value .
-
- 10,241
-
41.9%Fund Size - 10,241
-
26.3%Fund Size - 10,241
-
29.9%Fund Size - 10,241
-
- Equity .
- ELSS .
-
- 7,178
-
35.2%Fund Size - 7,178
-
22.7%Fund Size - 7,178
-
27%Fund Size - 7,178
-
- Debt .
- Fixed Maturity Plans .
-
- 601
-
11.2%Fund Size - 601
-
14.5%Fund Size - 601
-
14%Fund Size - 601
-
- Debt .
- Fixed Maturity Plans .
-
- 120
-
11.2%Fund Size - 120
-
14.5%Fund Size - 120
-
14%Fund Size - 120
-
- Debt .
- Fixed Maturity Plans .
-
- 55
-
11.2%Fund Size - 55
-
14.5%Fund Size - 55
-
14%Fund Size - 55
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
40.1%Fund Size - 31,800
-
25%Fund Size - 31,800
-
24.3%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
42.7%Fund Size - 62,717
-
22%Fund Size - 62,717
-
23%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
38%Fund Size - 14,528
-
17.3%Fund Size - 14,528
-
22.7%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
46.2%Fund Size - 2,284
-
21.2%Fund Size - 2,284
-
22.4%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 1,203
-
44.1%Fund Size - 1,203
-
19.8%Fund Size - 1,203
-
22.1%Fund Size - 1,203
Frequently Asked Questions
How to invest in Bandhan Equity Savings Fund – Direct (IDCW-Q) ?
You can invest in Bandhan Equity Savings Fund – Direct (IDCW-Q) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Bandhan Equity Savings Fund – Direct (IDCW-Q) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Bandhan Equity Savings Fund – Direct (IDCW-Q) ?
The NAV of Bandhan Equity Savings Fund – Direct (IDCW-Q) is ₹13.5 as of 30 August 2024.
How to redeem Bandhan Equity Savings Fund – Direct (IDCW-Q) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Bandhan Equity Savings Fund – Direct (IDCW-Q)?
The minimum SIP amount of Bandhan Equity Savings Fund – Direct (IDCW-Q) is ₹100
What are the top sectors Bandhan Equity Savings Fund – Direct (IDCW-Q) has invested in?
The top sectors Bandhan Equity Savings Fund – Direct (IDCW-Q) has invested in are
- Debt - 20.96%
- Banks - 17.88%
- IT-Software - 8.66%
- Pharmaceuticals & Biotech - 8.46%
- Others - 8.34%
Can I make investments in both the SIP and Lump Sum schemes of Bandhan Equity Savings Fund – Direct (IDCW-Q)?
Yes, You can select both SIP or Lumpsum investment of Bandhan Equity Savings Fund – Direct (IDCW-Q) based on your investment objective and risk tolerance.
How much returns have Bandhan Equity Savings Fund – Direct (IDCW-Q) generated ?
The Bandhan Equity Savings Fund – Direct (IDCW-Q) has delivered 8.3% since inception
What is the expense ratio of Bandhan Equity Savings Fund – Direct (IDCW-Q) ?
The expense ratio of Bandhan Equity Savings Fund – Direct (IDCW-Q) is 0.45 % as of 30 August 2024.
What is the AUM of Bandhan Equity Savings Fund – Direct (IDCW-Q)?
The AUM of Bandhan Equity Savings Fund – Direct (IDCW-Q) is ₹1,44,964 Cr as of 30 August 2024
What are the top stock holdings of Bandhan Equity Savings Fund – Direct (IDCW-Q)?
The top stock holdings of Bandhan Equity Savings Fund – Direct (IDCW-Q) are
- Aurobindo Pharma - 4.64%
- HDFC Bank - 4.45%
- Tata Power Co. - 4.28%
- Reliance Industr - 3.9%
- St Bk of India - 3.85%
How can I redeem my investments in Bandhan Equity Savings Fund – Direct (IDCW-Q)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Bandhan Equity Savings Fund – Direct (IDCW-Q) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Bandhan Equity Savings Fund – Direct (IDCW-Q) in Scheme, enter the redemption amount, and click on submit button.