- Mutual Funds
- Bandhan Mutual Fund
- Bandhan Equity Savings Fund (G)
Bandhan Equity Savings Fund (G)
₹ 29.945
NAV (Nov 08)
Equity Savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 29.945
NAV (Nov 8)
Fund Returns
Last 1Y | 10.1% |
Last 3Y | 6.6% |
Last 5Y | 8.1% |
Last 10Y | 6.7% |
Since Inception | 6.9% |
6 Month CAGR | 4.7% |
Scheme Information
The scheme seeks to generate income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets along with debt and money market instruments and to generate long-term capital appreciation by investing a portion of the Schemes assets in equity and equity related instruments.
Expense Ratio | 1.1% |
Launched 16Y ago | 2008-06-09 |
AUM in Crores | 161.9 |
ISIN | INF194K01581 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Equity Saving Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 2.7 |
Beta | 0.5 |
Sharpe Ratio | 0.4 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Equity Savings Fund (G) | 8,91,242 | 1,58,630 | 8.1% | |
| 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
Others
51.38%Bandhan Liquid Fund Direct Plan-Growth
6.87%GOI
5.23%Others
4.74%Aurobindo Pharma Ltd.
4.64%Allocation by Sector
Consumer Staples
2.97%Healthcare
1.54%Materials
1.2%Technology
1.12%Financial
1.03%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,319 cr | ||
₹ 50,495 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr | ||
₹ 5,410 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 5.8% | ||
5.3% | 5.6% | ||
18.3% | 17.5% | ||
14.3% | 18.6% | ||
13% | 13.9% |
Bandhan Equity Savings Fund (G) Review
Bandhan Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 6.9% over 16 years. The fund has grown over a period of 16 years. The fund is managed by Bandhan Mutual Fund. The fund managers are Gaurav Satra, Harshal Joshi, Nemish Sheth, Ritika Behera, Viraj Kulkarni.
Nav of Bandhan Equity Savings Fund (G) as of 11/8/2024 is ₹29.95 with the total AUM as of 11/10/2024 is ₹161.85. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Equity Savings Fund (G) was launched on 2008-06-09. The category risk of the fund is Low to Moderate.
The minimum SIP amount for Bandhan Equity Savings 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.
Frequently Asked Questions
What is Bandhan Equity Savings Fund (G)?
How to invest in Bandhan Equity Savings Fund (G)?
You can invest in Bandhan Equity Savings 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 Equity Savings Fund (G)?
The minimum sip amount for Bandhan Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Equity Savings Fund (G) good to invest in?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Bandhan Equity Savings Fund (G)?
The expense ratio of the Bandhan Equity Savings Fund (G) is 1.1% for regular plan.
What is the NAV of Bandhan Equity Savings Fund (G)?
Today's Bandhan Equity Savings Fund (G) NAV is ₹29.95.