Bandhan Mutual Fund

Bandhan Focused Equity Fund

By Rajendra

Apr 16, 2023

Scheme Analysis

Category 

Focused

Inception

Mar 16, 2006

Benchmark

BSE 500

Scribbled Arrow

AUM  - 1,200 Cr

Fund Manager

Sumit Agrawal 

Thick Brush Stroke

Bandhan Focused Equity Fund

Top 5 Holding

HDFC Bank

ICICI Bank

Reliance

Infosys

Axis Bank

9.95

7.18

6.36

6.30

5.48

Total  -  30.90

IDFC Focused Equity fund is a concentrated multi cap portfolio of a maximum of 30 stocks

Investment Strategy

Bank

Information Technology

Consumer Staple

Top 5 Sector

27.70

12.10

9.00

7.60

7.50

Automobile

Chemical

The portfolio approach focuses on investing in high quality and growth oriented businesses, which form the core of the portfolio

Investment Strategy

It has the flexibility to invest across market cap and across sectors.

Investment Strategy

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

78.78%

10.85%

Bandhan Focused Equity Fund

Small Cap

10.37%

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-5.84%

22.20%

5.54%

Bandhan Focused Equity Fund

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,794

40,108

73,219

Returns

-3.14%

7.12%

7.88%

Monthly SIP of 1,000

Bandhan Focused Equity Fund