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  • Bandhan Flexi Cap Fund (Growth)

Formerly IDFC Flexi Cap Gr

Bandhan Flexi Cap Fund (Growth)

EquityFlexi Cap

129.197

NAV (Mar 17)

7.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in flexi cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Outperformance Consistency

Poor

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

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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

129.197

NAV (Mar 17)

Fund Returns

Last 1Y

-4.1%

Last 3Y

18.4%

Last 5Y

7.3%

Last 10Y

13.1%

Since Inception

15.8%

6 Month CAGR

-7%

Scheme Information

Investment Objective

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

1.9

Launched (18y ago)

Sep 28, 2005

AUM in Crores

5532.631

ISIN

INF194K01391

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

20.9

Standard Deviation (5yr)

18.6

Beta (3yr)

0.89

Beta (5yr)

0.91

Sharpe Ratio (3yr)

0.425

Sharpe Ratio (5yr)

0.189

YTM

0

Fund Managers

Manish Gunwani

Fund Manager

Sachin Relekar

Fund Manager

Anoop Bhaskar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Flexi Cap Fund (Growth)70%874,154 141,5427.3%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-03-17

Top Stock Holdings

icici bank ltd

9.2%
9.2%

hdfc bank ltd

7.9%
7.9%

infosys ltd

7.5%
7.5%

triparty repo

4.7%
4.7%

ultratech cement ltd

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

31%
31%

consumer cyclical

16.9%
16.9%

basic materials

12.7%
12.7%

technology

11.7%
11.7%

industrials

11.1%
11.1%
See all sectors

Compare Bandhan Flexi Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Fund NameScripbox Opinion
Till Date CAGR

-

4.1%

-

4.1%

-

4.1%

-

4.1%

5.1%

7.8%

Bandhan Flexi Cap Fund (G) Review

Bandhan Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 15.8% over a period of 17 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 Anoop Bhaskar, Manish Gunwani, Sachin Relekar.

Nav of Bandhan Flexi Cap Fund (G) as of 3/17/2023 is ₹129.20 with the total AUM as of 3/20/2023 is ₹5532.631. 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 1 fund in Equity and delivered -4.1% 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)?

Bandhan Flexi Cap Fund (G) is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 Not Recommended 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 1.9% for regular plan.