- Mutual Funds
- Bandhan Mutual Funds
- Bandhan Focused Equity Fund (Growth)
Formerly IDFC Focused Equity Reg Gr
Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 72.026
NAV (Apr 22)
Fund Returns
Last 1Y | 39.5% |
Last 3Y | 17.4% |
Last 5Y | 14.5% |
Last 10Y | 12.8% |
Since Inception | 11.5% |
6 Month CAGR | 20% |
Scheme Information
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.
Expense Ratio | 2.11 |
Launched (18y ago) | Mar 16, 2006 |
AUM in Crores | 1507.838 |
ISIN | INF194K01466 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 18.3 |
Beta (3yr) | 0.92 |
Beta (5yr) | 0.91 |
Sharpe Ratio (3yr) | 0.785 |
Sharpe Ratio (5yr) | 0.556 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Focused Equity Fund (Growth) | 10,50,609 | 3,17,997 | 14.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
8.9%hdfc bank ltd
7.6%reliance industries ltd
5.9%tata motors ltd
5.1%apar industries ltd
5.1%Allocation by Sector
financial services
28.5%industrials
20%consumer cyclical
19.6%healthcare
6.9%consumer defensive
6.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.2% | ||
1.3% | 1.5% | ||
1.3% | 1.5% | ||
1.3% | 1.5% | ||
26.9% | 17.4% |
Bandhan Focused Equity Fund (G) Review
Bandhan Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 11.5% over a period of 18 years. The fund was previously known as IDFC Focused Equity Reg Gr. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Ritika Behera, Sumit Agrawal.
Nav of Bandhan Focused Equity Fund (G) as of 4/22/2024 is ₹72.03 with the total AUM as of 4/23/2024 is ₹1507.838. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Focused Equity Fund (G) was launched on Mar 16, 2006. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bandhan Focused Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Bandhan Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Bandhan Focused Equity Fund (G) is rated as a 1 fund in Equity and delivered 39.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Focused Equity Fund (G).
Frequently Asked Questions
What is Bandhan Focused Equity Fund (G)?
How to invest in Bandhan Focused Equity Fund (G)?
You can invest in Bandhan Focused Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Bandhan Focused Equity Fund (G)?
The minimum sip amount for Bandhan Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Focused Equity Fund (G) good to invest in?
As per Scripbox experts, Bandhan Focused Equity Fund (G) is a Not Recommended fund. You can investBandhan Focused Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Bandhan Focused Equity Fund (G)?
The expense ratio of the Bandhan Focused Equity Fund (G) is 2.11% for regular plan.