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Bandhan Focused Equity Fund(IDCW-Reinv)
IDCW
EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 1,836 Cr
Very High RiskPrinciple investment will be at very high risk
36.320.66% (+0.24)
Price Chart
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Returns
0.00%
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EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 1,836 Cr
Very High RiskPrinciple investment will be at very high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.82 | 59.83 | 1.07 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 48.12 | 0.54 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| BSE 500 - TRI |
About Focused Fund
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Peers & Comparison
Comparing 3 mutual funds from
EquityFocused Fund
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Bandhan Focused Equity Fund(IDCW-Reinv) | 14.63% | 8.43% | 8.83% |
| SBI Focused Equity Fund(IDCW-Payout) | 13.28% | 8.93% | 13.03% |
| HDFC Focused 30 Fund(IDCW) | 11.17% | 12.15% | 4.73% |
| Axis Focused Fund(IDCW) | 0.00 | -5.90% | 9.59% |
Price Comparison
Compare Bandhan Focused Equity Fund(IDCW-Reinv) with any MF, ETF, stock or indexCompare Bandhan Focused Equity Fund(IDCW-Reinv) with any MF, ETF, stock or index
Bandhan Focused Equity Fund(IDCW-Reinv)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : -0.00 %
Holdings
8.81 %
-0.00 % - ICICI Bank Ltd3M change : -0.13 %
Holdings
7.53 %
-0.13 % - Infosys Ltd3M change : 0.74 %
Holdings
4.51 %
0.74 %
AMC Profile
Hmm, looks like data is unavailable here. Please come back after some timeFund Manager Profile
Manish Gunwani
AUM: ₹31,820.11 Cr.
|
Exp: 17yrs
Kirthi Jain
AUM: ₹11,528.50 Cr.
|
Exp: 9yrs
Rahul Agarwal
AUM: ₹9,477.98 Cr.
|
Exp: 9yrs
Manager Performance (0)
Equity: Focused Fund
Tax Implications
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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%