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Bandhan Equity Savings Fund(Q-IDCW)
IDCW
HybridEquity Savings
Small-size FundAssets Under Mgmt: ₹ 245 Cr
Moderately Low RiskPrinciple investment will be at moderately low risk
13.520.02% (-0.00)
Price Chart
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Returns
0.00%
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HybridEquity Savings
Small-size FundAssets Under Mgmt: ₹ 245 Cr
Moderately Low RiskPrinciple investment will be at moderately low risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.18 | 32.96 | 1.88 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.15 | 35.38 | 1.85 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.25% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| Crisil Equity Savings Index |
About Equity Savings
Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.
Peers & Comparison
Comparing 3 mutual funds from
HybridEquity Savings
HybridEquity Savings
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Bandhan Equity Savings Fund(Q-IDCW) | 3.14% | 3.06% | 4.87% |
| ICICI Pru Equity Savings Fund(Q-IDCW) | 5.41% | 4.38% | 4.51% |
| Kotak Equity Savings Fund(M-IDCW Payout) | 14.70% | 12.71% | 6.94% |
| SBI Equity Savings Fund(M-IDCW) | 13.50% | 11.48% | 9.28% |
Price Comparison
Compare Bandhan Equity Savings Fund(Q-IDCW) with any MF, ETF, stock or indexCompare Bandhan Equity Savings Fund(Q-IDCW) with any MF, ETF, stock or index
Bandhan Equity Savings Fund(Q-IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Reliance Industries Ltd3M change : 1.65 %
Holdings
3.95 %
1.65 % - Kotak Mahindra Bank Ltd3M change : 3.45 %
Holdings
3.80 %
3.45 % - HDFC Bank Ltd3M change : 1.17 %
Holdings
3.73 %
1.17 %
AMC Profile
Hmm, looks like data is unavailable here. Please come back after some timeFund Manager Profile
Nemish Sheth
AUM: ₹13,373.91 Cr.
|
Exp: 12yrs
Viraj Kulkarni
AUM: ₹9,683.48 Cr.
|
Exp: 9yrs
Harshal Joshi
AUM: ₹52,947.78 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Hybrid: Equity Savings
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%