August 14, 2025
mayank
Bandhan BSE India Sector Leaders Index Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Bandhan BSE India Sector Leaders Index Fund Open Date, Close Date?
NFO opens on September 03, 2025
NFO will close on September 17, 2025
Investment Strategy for this NFO?
The Scheme seeks to replicate the BSE India Sector Leaders Index by investing in securities of the BSE India Sector Leaders Index in the same proportion / weightage with an aim to provide returns before expenses that track the total return of BSE India Sector Leaders Index, subject to tracking errors.
Basic Details
| Fund House | Bandhan Mutual Fund |
| Issue Open | 03 September 2025 |
| Issue Close | 17 September 2025 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 1,000 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0.25% for redemption within 15 days |
| Riskometer | Very High |
| Benchmark | BSE India Sector Leaders TRI |
About Benchmark Index for this NFO?
The BSE India Sector Leaders is designed to measure the performance of top three companies in the 21 sectors.
Methodology:
1. • At each semi-annual rebalancing, stocks forming part/going to be a part of BSE 500 Index at the time of review are eligible for inclusion in
the Index.
2. • Stocks are then ranked within their sector based on average six-month daily total market capitalization. Maximum 3 companies from each
sector are selected.
3. • Constituents are weighted by float-adjusted market capitalization, subject to an individual floor capping of 1% and ceiling capping of 5%.,
on quarterly basis.
For complete details please view the Methodology document at
https://www.asiaindex.co.in/Downloads/BSE_Thematic_Indices_Methodology.pdf
Quick Facts
| Launch Date | 10th January 2025 |
| First Vlaue Date | 20th June 2005 |
| Base Value | 1000 |
| Number of Constituents | 61 |
| Reconstitution Frequecy | Semiannually in June and December |
| Weighting Method | Float-adjusted market cap weighted |
| Index Universe | BSE 500 |
| Calculation Currencies | INR |
Fund Managers of Bandhan BSE India Sector Leaders Index Fund
1) Abhishek Jain
Education: Mr. Jain has done BA, CA
Experience: Prior to joining Bandhan MF he was associated with Groww MF, Edelweiss Tokio Life Insurance, Acko General Insurance and Shriram Asset Management Co Ltd.
AMC
Bandhan Asset Management Company Limited
Address: One World Centre, 6th Floor, Tower 1C, Senapati Bapat Marg, Prabhadevi Mumbai – 400013
Website: https://bandhanmutual.com
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for Bandhan BSE India Sector Leaders Index Fund @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of BSE India Sector Leaders TRI
Performance
| INDEX LEVEL | RETURNS | ANNUALIZED RETURNS | ||||||
| 1 MO | 3 MOS | YTD* | 1 YR | 3 YRS | 5 YRS | 10 YRS | ||
| TOTAL RETURNS | 20948.38 | 3.48% | 3.48% | 5.82% | 4.30% | 22.52% | 25.33% | 15.15% |
| PRICE RETURNS | 15617.69 | 3.23% | 10.40% | 5.12% | 3.10% | 20.79% | 23.40% | 13.51% |
Risk
| Index Level | Annualised Risk | ANNUALIZED RISK-ADJUSTED RETURNS | ||||||
| 1 YRS | 3 YRS | 5 YRS | 10 YRS | 1 YRS | 3 YRS | 5 YRS | 10 YRS | |
| Total Returns | 17.50% | 14.62% | 14.23% | 16.80% | 0.25 | 1.52 | 1.78 | 0.9 |
| Price Returns | 17.47% | 14.56% | 14.21% | 16.85% | 0.18 | 1.41 | 1.65 | 0.8 |
Fundamentals
| PE | PB | DIV. YIELD% |
| 26.83 | 4.66 | 1.16 |
Index Characteristics
| NUMBER OF CONSTITUENTS | – |
| CONSTITUENT MARKET CAP [INR CRORE] | |
| MEAN TOTAL MARKET CAP | 311257.72 |
| LARGEST TOTAL MARKET CAP | 2030750.56 |
| SMALLEST TOTAL MARKET CAP | 9532.27 |
| MEDIAN TOTAL MARKET CAP | 207511.59 |
| WEIGHT LARGEST CONSTITUENT [%] | 5.3 |
| WEIGHT TOP 10 CONSTITUENTS [%] | 43.11 |
1) About the Benchmark Index
The BSE India Sector Leaders TRI tracks the top three companies from each of the 21 sectors in the BSE 500, ranked by average six-month market capitalization. The index is rebalanced semi-annually and constituents are weighted by float-adjusted market cap, with a cap of 5% and a floor of 1% per stock. It provides broad sectoral representation while ensuring no single company dominates. Historically, it has delivered strong medium- to long-term returns — 22.52% CAGR over 3 years and 25.33% over 5 years — though recent 1-year performance is modest at 4.30%.
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Abhishek Jain
| Fund | Bandhan BSE Sensex ETF | It’s Benchmark | Bandhan Nifty 100 Index Fund | It’s Benchmark |
| 1 Year | 2.83 | 2.18 | 0.77 | 2.18 |
| 3 Year | 11.57 | 14.03 | 12.41 | 14.03 |
| 5 Year | 16.83 | 19.20 | — | — |
| 7 Year | 12.43 | 13.53 | — | — |
| 10 Year | — | — | — | — |
AS ON 14-8-2025
2) About Past Performance of Fund Manager
The fund will be managed by Abhishek Jain, who has handled passive and index-based strategies such as the Bandhan BSE Sensex ETF and Bandhan Nifty 100 Index Fund. His track record shows near-benchmark performance, with minimal tracking error over time. While 1-year returns in some mandates have been slightly above benchmark, longer-term data suggests consistency but not significant outperformance, which is expected in index replication funds.
3) Final Verdict
This NFO offers diversified exposure to sector leaders across the Indian economy in a single fund. The strategy benefits from including dominant companies in each sector, potentially providing stability and growth. However, being a thematic index with equal sector representation, it may include sectors underperforming at times, which can weigh on returns. This fund may suit investors looking for long-term, low-maintenance exposure to top companies across sectors, with the understanding that it is a very high risk equity investment best held for 5+ years.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
This fund invests in the top three companies from each of the 21 sectors in the BSE 500, as per the BSE India Sector Leaders TRI, offering diversified exposure to India’s leading companies across sectors.
The fund is managed by Abhishek Jain, who has experience in managing passive strategies like Bandhan BSE Sensex ETF and Bandhan Nifty 100 Index Fund.
The BSE India Sector Leaders TRI has delivered strong returns over the medium and long term — 22.52% CAGR over 3 years and 25.33% over 5 years — though the last 1-year return is 4.30%.
It is classified as Very High Risk, making it suitable only for investors with a high risk appetite and a long-term investment horizon.
Investors seeking diversified exposure to India’s top sector-leading companies in a single portfolio, and who are comfortable with market volatility over a 5+ year period, may find this fund suitable.
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https://sahifund.com/category/nfos/
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