- Mutual Funds
- Bandhan Mutual Funds
- Bandhan Flexi Cap Fund (Growth)
Formerly IDFC Flexi Cap Gr
Flexi cap 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
₹ 178.86
NAV (Apr 16)
Fund Returns
Last 1Y | 34.1% |
Last 3Y | 17.1% |
Last 5Y | 13.7% |
Last 10Y | 14.4% |
Since Inception | 16.8% |
6 Month CAGR | 13.9% |
Scheme Information
The Scheme shall seek to generate long-term capital growth by investing in a diversified portfolio of equity and equity related instruments across market capitalization – large cap,mid cap and small cap,fixed income securities and Money Market Instruments.
Expense Ratio | 1.87 |
Launched (19y ago) | Sep 28, 2005 |
AUM in Crores | 6807.214 |
ISIN | INF194K01391 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.4 |
Standard Deviation (5yr) | 17.6 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.88 |
Sharpe Ratio (3yr) | 0.892 |
Sharpe Ratio (5yr) | 0.541 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Flexi Cap Fund (Growth) | 10,28,881 | 2,96,269 | 13.7% | |
| 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
7%hdfc bank ltd
4.9%infosys ltd
4.5%reliance industries ltd
4%larsen & toubro ltd
3.6%Allocation by Sector
financial services
27.8%consumer cyclical
13.6%industrials
13.3%technology
8.4%consumer defensive
7.3%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% | ||
1.4% | 1.5% | ||
1.4% | 1.5% | ||
1.4% | 1.5% | ||
26.4% | 17.4% |
Bandhan Flexi Cap Fund (G) Review
Bandhan Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 16.8% over a period of 18 years. The fund was previously known as IDFC Flexi Cap Gr. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Manish Gunwani, Ritika Behera, Viraj Kulkarni.
Nav of Bandhan Flexi Cap Fund (G) as of 4/16/2024 is ₹178.86 with the total AUM as of 4/18/2024 is ₹6807.214. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Flexi Cap Fund (G) was launched on Sep 28, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bandhan Flexi Cap 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 Flexi Cap 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 Flexi Cap Fund (G) is rated as a 2 fund in Equity and delivered 34.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Flexi Cap Fund (G).
Frequently Asked Questions
What is Bandhan Flexi Cap Fund (G)?
How to invest in Bandhan Flexi Cap Fund (G)?
You can invest in Bandhan Flexi Cap 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 Flexi Cap Fund (G)?
The minimum sip amount for Bandhan Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Flexi Cap Fund (G) good to invest in?
As per Scripbox experts, Bandhan Flexi Cap Fund (G) is a Neutral fund. You can investBandhan Flexi Cap 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 Flexi Cap Fund (G)?
The expense ratio of the Bandhan Flexi Cap Fund (G) is 1.87% for regular plan.