- Mutual Funds
- Bandhan Mutual Fund
- Bandhan Focused Equity Fund (IDCW-I)
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.705
NAV (Sep 6)
Fund Returns
Last 1Y | 40.1% |
Last 3Y | 16.6% |
Last 5Y | 20.6% |
Last 10Y | 12.4% |
Since Inception | 12.2% |
6 Month CAGR | 20.4% |
Scheme Information
The scheme aims to generate capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 stocks.
Expense Ratio | 2.11 |
Launched (0y ago) | 2.11 |
AUM in Crores | 1654.3 |
ISIN | INF194K01474 |
Lock-in | |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 13.6 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Focused Equity Fund (IDCW-I) | 12,35,146 | 5,02,534 | 20.6% | |
| 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.
9%HDFC Bank Ltd.
8.9%Apar Industries Ltd.
6.4%Reliance Industries Ltd.
5.6%Trent Ltd.
5.4%Allocation by Sector
Financial
27.223476%Services
19.132184%Capital Goods
10.878415%Technology
6.691531%Diversified
6.369176%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.208% | 5.717% | ||
5.091% | 5.591% | ||
23.051% | 18.004% | ||
19.47% | 19.14% | ||
10.053% | 10.315% |
Bandhan Focused Equity Fund (IDCW-I) Review
Bandhan Focused Equity Fund (IDCW-I) is a Equity Equity fund and has delivered an annualised return of 12.225% over a period of 18 years. The fund is managed by Bandhan Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Bandhan Focused Equity Fund (IDCW-I) as of 9/6/2024 is ₹20.70 with the total AUM as of 9/7/2024 is ₹1654.2612. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Focused Equity Fund (IDCW-I) was launched on 2006-03-16. The category risk of the fund is Average.
The minimum SIP amount for Bandhan Focused Equity Fund (IDCW-I) 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 (IDCW-I) 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 BSE 500 Total Return Index.
Bandhan Focused Equity Fund (IDCW-I) is rated as a 1 fund in Equity and delivered 40.07% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Focused Equity Fund (IDCW-I).
Frequently Asked Questions
What is Bandhan Focused Equity Fund (IDCW-I)?
How to invest in Bandhan Focused Equity Fund (IDCW-I)?
You can invest in Bandhan Focused Equity Fund (IDCW-I) 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 (IDCW-I)?
The minimum sip amount for Bandhan Focused Equity Fund (IDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Focused Equity Fund (IDCW-I) good to invest in?
As per Scripbox experts, Bandhan Focused Equity Fund (IDCW-I) is a 1 fund. You can investBandhan Focused Equity Fund (IDCW-I) 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 (IDCW-I)?
The expense ratio of the Bandhan Focused Equity Fund (IDCW-I) is 2.11% for regular plan.