Bandhan Business Cycle Fund - Regular Plan - IDCW
Category: Equity: Thematic-Business-Cycle
Launch Date: 30-09-2024
AUM:
₹ 1,226.7 Cr
Expense Ratio
4.22%
Benchmark
NIFTY 500 TRI
ISIN
INF194KB1II3
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
100
Fund Manager
Vishal Biraia, Ritika Behera, Harshal Joshi, Gaurav Satra
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Bandhan Business Cycle Fund - Regular Plan - IDCW | -3.79 | - | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.401
Last change
-0.01 (-0.0851%)
Fund Size (AUM)
₹ 1,226.7 Cr
Performance
-3.7% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Vishal Biraia, Ritika Behera, Harshal Joshi, Gaurav Satra
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Triparty Repo TRP_040526 | 5.27 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.86 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.77 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.99 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.47 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.2 |
| NTPC LIMITED EQ | 3.18 |
| Bajaj Finance Limited | 3.03 |
| INFOSYS LIMITED EQ FV RS 5 | 2.81 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.77 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.04 |
| Power | 7.55 |
| Information Technology | 7.52 |
| Healthcare | 6.72 |
| Construction | 6.64 |
| Capital Goods | 6.12 |
| Services | 4.63 |
| Chemicals | 4.06 |
| Oil, Gas & Consumable Fuels | 3.99 |
| Telecommunication | 3.47 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Bandhan Business Cycle Fund Reg IDCW | 0.0 |