Bandhan Equity Savings Fund

Hybrid · Equity Savings
 · ★★★
100
Min SIP
1,000
Min Lumpsum
0.38 %
Expense Ratio
★★★
Rating
93
Fund Size (in Cr)
9 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

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.6% 10.7% 7.4% 7.3%
Category Average 13.5% 24.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
Reliance Industr
5.31%
IndusInd Bank
4.45%
Tata Motors
4.17%
Bajaj Finance
3.98%
TCS
3.81%
Others
78.28%
Others
14.51%
Banks
12.15%
Pharmaceuticals & Biotech
9.22%
Finance
7.82%
Automobiles
7.53%
Others
48.77%
Equity
79.22%
Mutual Funds Units
9.16%
Derivatives
5.35%
Non Convertable Debenture
3.4%
Reverse Repos
3.14%

Advance Ratio

0.4
Alpha
1.13
SD
0.24
Beta
0.75
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

Nemish Sheth

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Bandhan Mutual Fund
AUM:
1,17,070 Cr
Address:
6th Flr,841 One World Center,Jupiter mill,Senapati Bapat Marg, Elphinstone Road(West), Mumbai-400013
Contact:
022-66289999
Email ID:
investormf@idfc.com

Frequently Asked Questions

How to invest in Bandhan Equity Savings Fund ?

You can invest in Bandhan Equity Savings Fund 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 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 ?

The NAV of Bandhan Equity Savings Fund is ₹28.5 as of 02 June 2023.

How to redeem Bandhan Equity Savings Fund 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?

The minimum SIP amount of Bandhan Equity Savings Fund is ₹100

What are the top sectors Bandhan Equity Savings Fund has invested in??

The top sectors Bandhan Equity Savings Fund has invested in are
  1. Reliance Industr - 5.31%
  2. IndusInd Bank - 4.45%
  3. Tata Motors - 4.17%
  4. Bajaj Finance - 3.98%
  5. TCS - 3.81%

How much returns have Bandhan Equity Savings Fund generated ?

The Bandhan Equity Savings Fund has delivered 7.3% since inception

What is the expense ratio of Bandhan Equity Savings Fund ?

The expense ratio of Bandhan Equity Savings Fund is 0.38 % as of 02 June 2023.

What is the AUM of Bandhan Equity Savings Fund?

The AUM of Bandhan Equity Savings Fund is ₹1,17,070 Cr as of 02 June 2023

What are the top stock holdings of Bandhan Equity Savings Fund?

The top stock holdings of Bandhan Equity Savings Fund are
  1. Reliance Industr - 5.31%
  2. IndusInd Bank - 4.45%
  3. Tata Motors - 4.17%
  4. Bajaj Finance - 3.98%
  5. TCS - 3.81%
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