Bandhan Business Cycle Fund - Regular Plan - IDCW
Category: Equity: Thematic-Others
Launch Date: 30-09-2024
AUM:
₹ 1,732.35 Cr
Expense Ratio
2.05%
Benchmark
NIFTY 500 TRI
ISIN
INF194KB1II3
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
100
Fund Manager
Mr. Vishal Biraia, Ms. Ritika Behera, Mr. Brijesh Shah
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Bandhan Business Cycle Fund - Regular Plan - IDCW | - | - | - |
| NIFTY 500 TRI | -2.55 | 16.27 | 21.42 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.817
Last change
-0.13 (-1.2937%)
Fund Size (AUM)
₹ 1,732.35 Cr
Performance
-1.97% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Fund Manager
Mr. Vishal Biraia, Ms. Ritika Behera, Mr. Brijesh Shah
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.5 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.2 |
| INFOSYS LIMITED EQ FV RS 5 | 3.09 |
| Bajaj Finance Limited | 2.72 |
| Triparty Repo TRP_010725 | 2.65 |
| WOCKHARDT LIMITED EQ FV RS. 5/- | 2.39 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.27 |
| CITY UNION BANK LIMITED EQ NEW RS. 1/- | 2.14 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.14 |
| NTPC LIMITED EQ | 2.13 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.85 |
| Healthcare | 8.97 |
| Information Technology | 8.59 |
| Construction | 6.49 |
| Chemicals | 5.83 |
| Power | 5.65 |
| Capital Goods | 5.34 |
| Services | 4.4 |
| Consumer Services | 3.66 |
| Oil, Gas & Consumable Fuels | 3.05 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Bandhan Business Cycle Fund Reg IDCW | 0.0 |
| Sundaram Services Reg Gr | 25.1 |
| ICICI Pru India Opportunities Cum | 30.66 |
| ICICI Pru Exports & Services Gr | 24.2 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 20.52 |
| Franklin India Opportunities Gr | 29.54 |
| ICICI Pru Commodities Gr | 33.09 |
| HDFC Defence Fund Gr | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 21.39 |