Bandhan Mutual Funds

How to Invest in Bandhan Mutual Funds?

Scripbox enables mutual fund investment at the click of a mouse. One has to follow the steps below to invest in mutual funds.

• Visit Scripbox and Begin the Investment Journey: On the homepage of Scripbox’s website, click on the button, “Let’s get started.” A list of investment options based on life goals is displayed. One can choose any option from the available financial goals to invest in mutual funds. Click on “Continue” to proceed with the mutual fund investment.
• Signup and Create an Account: In this step, one has to create a Scripbox account. The investment details like payment options and the amount of investment will be available upon logging in. Here Scripbox allows the selection of the payment option. They can select “Every month SIP” or “One-time” payment options depending on their cash flow. Scripbox’s online SIP calculator can be used to calculate their potential returns from SIP investment. Next, click on the “See Recommended Funds” button to proceed for investment.
• Check the Plan and Fund Allocation: A list of mutual funds and the investment amount allocated for each of the mutual funds in the selected plan will be displayed. Check all the details before proceeding ahead. Investors can change the fund or investment amount if they wish to. They can do so by clicking on the option, “I want to change Funds/ Amount.” Click on the “Next” button to make payment.
• Bank Details and Money Transfer: In this step, one has to enter the bank account and PAN details. Scripbox provides a secure environment. The bank details will only be used for investing and crediting the redemption proceeds only.

KYC Required to Invest in Bandhan Mutual Fund

KYC stands for Know Your Customer. It helps in identifying a client. SEBI has prescribed KYC requirements. Investors need to be KYC compliant to invest in SEBI registered mutual funds. Details of identity, address, financial status, occupation, and demographic information are a part of the KYC form.

Scripbox does KYC online. The following KYC documents are needed by Resident Indians and PIO residing in India:

• Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
• Photograph
• Pan Card
• KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your Bandhan mutual fund investment statement using the Scripbox App:

• Open the Scripbox app and log in to your Scripbox account.
• Go to the tab named ‘Profile’ and select the ‘Investment History’ option.
• Scroll down and click on the ‘Email Me’ option. Scripbox will send an email to the registered email address with a link to download your mutual fund statement.
• Click on the link in the email to download the investment history in excel format.

The excel statement will have the following information:

1. Orders Tab: The tab includes these details: Fund Name, Folio Number, Amount Invested, Units, Investor Name, Purchase NAV, Date of Investment, STT, and Purpose.
2. Current Holding Tab: This tab has the following details: Folio Number, Name of the Fund, Current Value of the Investment, Units, and Purpose

Top Bandhan Mutual Fund Managers

Fund Manager	Type Of Fund	Number of Schemes
Yogik Pitti	Equity	4
Sumit Agrawal	Equity	6
Anoop Bhaskar	Equity	6
Daylynn Pinto	Equity	2
Arpit Kapoor	Equity	7
Sachin Relekar	Equity	2
Harshal Joshi	Debt	7
Arvind Subramanian	Debt	3
Suyash Choudhary	Debt	5
Brijesh Shah	Debt	1
Anurag Mittal	Debt	10
Viraj Kulkarni	Debt	1

Explore: Top Fund Managers

Mr. Yogik Pitti

Mr. Pitti is associate vice president of fund management at Bandhan. He has over a decade of experience in the mutual fund industry. He has been associated with IDFC since 2007. Also, he previously worked with Standard Chartered Bank as a trader. Mr. Pitti has a degree in B.com (H). He manages IDFC Sensex ETF Fund, IDFC Arbitrage Fund, IDFC Equity Savings Fund, and IDFC Nifty ETF Fund.

Mr. Sumit Agrawal

Mr. Agarwal joined the IDFC AMC in 2016 and is currently the Vice President – Fund Management. He has more than 12 years of experience in the Finance Industry. His prior associations were with Mirae Asset Mutual Fund as a Fund Manager and Axis Capital. He was also associated with JP Morgan India Services Ltd. Mr. Agarwal holds a Post Graduate Diploma in Management (PGDM) in Finance and also a Bachelor’s Degree in Commerce. He is also a Chartered Financial Analyst (USA) and a Company Secretary affiliated with the Institute of Company Secretaries of India. A few of the funds he manages are IDFC Nifty fund and IDFC Dynamic Equity Fund (hybrid fund).

Mr. Anoop Bhaskar

Mr. Bhaskar joined IDFC Mutual Fund in 2016 and is currently the Head – Equity. He has more than 27 years of experience in the mutual fund industry. Prior to joining the AMC, he was working with UTI AMC as Head of Equity. He was then responsible for the entire equity fund management. Also, prior to this, he was associated with Sundaram AMC as a Fund Manager. Mr. Bhaskar holds a Master’s in Business Administration degree in Finance. He also holds a Bachelor’s degree in Commerce with honors. Some of the funds he manages are Core Equity Fund and Multi cap fund.

Mr. Daylynn Pinto

Mr. Pinto joined IDFC Mutual Fund in 2016 and is currently the Senior Fund Manager – Equity. He has more than 12 years of experience in the industry. Prior to this, he was associated with UTI Mutual Fund as the Fund Manager.  He holds a Post Graduate Diploma in Management (PGDM) and also a Bachelor’s degree in Commerce. He manages the Tax Advantage (ELSS) Fund (tax savings fund), and Sterling Value Fund.

Mr. Rajendra Kumar Mishra

Mr. Mishra has been associated with IDFC Mutual Fund since 2011. He is currently the Fund Manager at AMC. He has more than 18 years of experience in the industry. Of which fifteen years in Equities and Investments and also three years in the core industry. His specialties are in fund management, capital markets, and investment analysis and business valuation. His expertise is also in listed and unlisted equity asset classes, primarily in the Infrastructure, Real estate, Financials, and Industrial sectors. He holds an MBA degree from IIM Lucknow and also an Engineering degree from the National Institute of Technology, Jamshedpur. He manages the Equity Savings Fund and Infrastructure Fund.

Mr. Arpit Kapoor

Mr. Kapoor joined IDFC AMC in 2015 and is currently the Portfolio Manager at the fund house. He has more than 12 years of experience. At the AMC, he tracks Consumer, Auto, NBFC, and Healthcare sectors. He was previously associated with UTI Mutual Fund as a Fund Manager. Mr. Kapoor holds an MBA degree from IIM Kozhikode. He also holds a B.Tech degree in Electronics and Communication from Dr. A.P.J Abdul Kalam Technical University. Some of the funds he manages are IDFC Asset Allocation Fund (fund of funds), IDFC Nifty Fund, and IDFC Arbitrage Fund.

Mr. Harshal Joshi

Mr. Joshi is a fund manager for fixed income at IDFC. He has over a decade of experience at IDFC. Before working with IDFC, he worked as a dealer with ICAP India Pvt Ltd. He has done his M.Com and B.Com from Mumbai University. Also, he is a PGDM in Finance from N.L. Dalmia Institute of Management Studies and Research, Mumbai. He manages the following funds at IDFC, namely, IDFC All Seasons Bond Fund, Equity Savings Fund (hybrid fund), IDFC Government Securities Fund, and Ultra Short Term Fund.

Mr. Arvind Subramanian

Mr. Subramanian is a fund manager and head of credit research at IDFC. He has been with IDFC for the past nine years. Before joining IDFC, he worked with ICRA Limited as a senior analyst. He was also with JP Morgan as an intern. He did his MBA in finance from Xavier Institute of Management, Bhubaneshwar. Mr. Subramanian also holds a BE degree from Anna University, Chennai. He manages the IDFC Credit Risk Fund, and Dynamic Equity Fund (hybrid fund).

Mr. Suyash Choudhary

Mr. Choudhary is the head of fixed income at IDFC MF. He has over 20 years of experience in the industry. Before joining IDFC, he worked with HSBC Global Asset Management, Standard Chartered Asset Management, and Deutsche Bank. He also has a PGDM from IIM Calcutta. He currently manages the following funds: IDFC Government Securities Fund, IDFC Bond Fund Income Plan, IDFC Dynamic Bond Fund, IDFC Bond Fund Short Term Plan, and IDFC Bond Fund Medium Term Plan.

Mr. Brijesh Shah

Mr. Shah is the associate vice president at IDFC asset management. He has an experience of 10 years in the fixed income market. Before joining IDFC, he was with IDBI asset management. He also worked with IndiaBulls Mutual Fund, Mata Securities & Twenty-First Century. Mr. Shah has a post graduate diploma in finance. He manages the IDFC Overnight Fund.

Mr. Vijay Krishna Kumar

Mr. Kumar is the Head – Liquid Alternative at IDFC Asset Management Company. He is a specialist in India Long/Short investing. He has more than two decades of global investment experience.  Prior to joining IDFC AMC, he was working with Gulmohar Alpha Capital Advisors and SteppenWolf Capital LLC. Also, during this time, he won the ‘Best Emerging Markets Investor – India’ and ‘Best India Long/Short’ awards by AI Hedge in 2016. He was also associated with The Chatterjee Group’s public equities division and was the Co-CIO of the AGRA India Fund (PCE Investors, London). This was seeded by New Alpha Advisers. It is a consortium of bluechip European insurance companies. Mr. Kumar holds a Master’s degree in Corporate and International Finance from Durham University, UK.

Mr. Anurag Mittal

Mr. Mittal joined the IDFC Mutual fund in 2015 and is currently the Associate Director – Fixed Income. He has more than a decade of experience in the Banking and Mutual Fund industry. Prior to IDFC, he was associated with HDFC Mutual Fund, Axis Mutual Fund, and ICICI Prudential Life Insurance. Mr. Mittal also worked with Bank of America. He holds a Master’s degree from the London School of Economics & Political Science in Accounting & Finance with a specialization in Finance. He also holds a Bachelor’s degree in Commerce. Mr. Mittal is also a Chartered Accountant affiliated with the Institute of Chartered Accountants of India. Some of the funds he manages are Hybrid Equity Fund and Regular Savings Fund.

Mr Sachin Relekar

Mr Relekar has been a fund manager at IDFC since December 2020. Prior to working with IDFC, he worked with companies like LIC Mutual Fund, Sundaram Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India. Mr Relekar has an MMS (Finance) from Jamnalal Bajaj Institute of Management Studies, Mumbai. He also holds a B.E (Mechanical) from K.E.S. College of Engineering, Islampur.

Mr Viraj Kulkarni

Mr Kulkarni has been a fund manager at IDFC since February 2019. Before joining IDFC as a fund manager, he worked with big companies like Franklin Templeton Asset Management (India) Pvt. Ltd and Goldman Sachs Services India. Mr Kulkarni is a CFA and also holds a PGDM. He has done his Bachelors in Technology (Electronics).

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