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  • Bandhan Focused Equity Fund (RIDCW-A)

Formerly IDFC Focused Equity Reg IDCW-R

Bandhan Mutual Funds

Bandhan Focused Equity Fund (RIDCW-A)

EquityFocused

18.734

NAV (Jun 12)

11.9%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in focused mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Invest in this fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.734

NAV (Jun 12)

Fund Returns

Last 1Y
33.8%
Last 3Y
15.6%
Last 5Y
15.3%
Last 10Y
12%
Since Inception
11.8%
6 Month CAGR
15.8%

Scheme Information

Investment Objective

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
2.12
Launched (18y ago)
Mar 16, 2006
AUM in Crores
1505.554
ISIN
INF194K01482
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.7
Standard Deviation (5yr)
19.1
Beta (3yr)
0.89
Beta (5yr)
0.92
Sharpe Ratio (3yr)
0.306
Sharpe Ratio (5yr)
0.362
YTM
0
Fund Managers

Sumit Agrawal

Fund Manager

Ritika Behera

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Focused Equity Fund (RIDCW-A)70%9,82,041 2,49,42911.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-12

Top Stock Holdings

hdfc bank ltd

10.2%
10.2%

icici bank ltd

9.2%
9.2%

reliance industries ltd

6%
6%

apar industries ltd

5.8%
5.8%

cholamandalam investment and finance co ltd

5%
5%
See all holdings

Allocation by Sector

financial services

32.3%
32.3%

consumer cyclical

20.7%
20.7%

industrials

12.3%
12.3%

technology

8.8%
8.8%

energy

6%
6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan Asset Management Company Limited manages assets worth 145,044 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 38 equity,214 debt and 27 hybrid funds.amc-img
phone-img022-66289999
Fund NameScripbox Opinion
Till Date CAGR

5%

5.4%

1.2%

1.9%

1.2%

1.9%

1.2%

1.9%

23.9%

17.8%

Bandhan Focused Equity Fund (RIDCW-A) Review

Bandhan Focused Equity Fund (RIDCW-A) is a Focused Equity fund and has delivered an annualised return of 10.8% over a period of 18 years. The fund was previously known as IDFC Focused Equity Reg IDCW-R. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Ritika Behera, Sumit Agrawal.

Nav of Bandhan Focused Equity Fund (RIDCW-A) as of 6/12/2024 is ₹18.73 with the total AUM as of 6/13/2024 is ₹1505.554. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Focused Equity Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 17.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Focused Equity Fund (RIDCW-A).

Frequently Asked Questions

What is Bandhan Focused Equity Fund (RIDCW-A)?

Bandhan Focused Equity Fund (RIDCW-A) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan Focused Equity Fund (RIDCW-A)?

You can invest in Bandhan Focused Equity Fund (RIDCW-A) 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 (RIDCW-A)?

The minimum sip amount for Bandhan Focused Equity Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Bandhan Focused Equity Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Bandhan Focused Equity Fund (RIDCW-A) is a Not Recommended fund. You can investBandhan Focused Equity Fund (RIDCW-A) 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 (RIDCW-A)?

The expense ratio of the Bandhan Focused Equity Fund (RIDCW-A) is 2.12% for regular plan.