April 17, 2025
RA Jainee
Bandhan Business Cycle Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 9.3340
NAV IDCW: Rs 9.3340
Suitable For Which Investors?
This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective.
We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route.
Fund’s Investment Strategy:
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:
1) Vishal Biraia
Education: Mr. Biraia has done B.E and CFA
Experience: Prior to joining Bandhan Mutual Fund, he has worked with Max Life Insurance Company Ltd, Aviva India, Antique Stock Broking Ltd, Emkay Global Financial Services Ltd and Batlivala & Karani Securities India Pvt. Ltd.
2) Harshal Joshi
Education: Mr. Joshi is PGDBM from N.L. Dalmia Institute of Management Studies and Research, Mumbai
Experience: Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) in 2008 he has worked with ICAP India Pvt. Ltd.
3) Ritika Behera
Education: Ms. Behera has done B.Com and MBA (Finance)
Experience: Prior to Bandhan AMC Limited, she was associated with Ocean Dial Asset Management, Elara Securities Pvt Ltd. and Batlivala & Karani Securities Pvt Ltd.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 30 days |
Basic Details of Bandhan Business Cycle Fund
| Fund House | Bandhan Mutual Fund |
| Launch Date | 30-Sep-24 |
| Return Since Launch | -6.66% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,588 Cr |
| (As on 31-Mar-2025) | |
| Expense | 0.80% |
| (As on 31-Mar-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Bandhan Business Cycle Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Bandhan Business Cycle Dir | -4.67 | 0.63 | 7.65 | -1.62 | -6.74 | — | — | — | — | — |
| BSE 500 TRI | -4.66 | 2.50 | 5.36 | -0.97 | -10.13 | — | — | — | — | — |
Peer Comparison of Bandhan Business Cycle Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Bandhan Business Cycle Dir | Unrated | — | — | — | 0.80 | 1,588 | -6.66 | 0.50 (30) | 6M | — |
| ICICI Pru India Opportunities Dir | Unrated | 12.90 | 22.84 | 34.62 | 0.74 | 25,696 | 22.81 | 1.00 (365) | 6Y 3M | 67.00 |
| ICICI Pru Business Cycle Dir | Unrated | 9.44 | 20.70 | — | 0.82 | 11,894 | 22.35 | 1.00 (30) | 4Y 2M | 25.00 |
| HDFC Manufacturing Dir | Unrated | — | — | — | 0.54 | 11,597 | -3.10 | 1.00 (30) | 11M | — |
| SBI Innovative Opportunities Dir | Unrated | — | — | — | 0.62 | 6,951 | -13.28 | 1.00 (365) | 7M | 38.00 |
Portfolio Analysis of Bandhan Business Cycle Fund
| No. of Stocks | 101 |
| Top 10 Stocks | 27.79% |
| Top 5 Stocks | 16.88% |
| Top 3 Sectors | 49.34% |
| Portfolio P/B Ratio | 2.88 |
| Portfolio P/E Ratio | 18.95 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 91,854 | 1,19,802 |
| Giant (%) | 38.25 | 41.92 |
| Large (%) | 21.35 | 22.52 |
| Mid (%) | 22.34 | 28.45 |
| Small (%) | 18.05 | 12.17 |
| Tiny (%) | — | 0.60 |
Chanakya’s Mutual Fund Guidance For Bandhan Business Cycle Fund
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