April 19, 2025
mayank
Bandhan Focused Equity Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 95.0200
NAV IDCW: Rs 32.4650
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme aims to generate capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 stocks.
Fund Manager:
1) Kirthi Jain
Education: Mr. Jain has done CA
Experience: Prior to joining Bandhan Mutual Fund, he was associated with Canara HSBC Life Insurance, Sundaram Mutual Fund and B&K Securities
2) Manish Gunwani
Education: Mr. Gunwani is a B.Tech. and PGDM.
Experience: Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund), he has worked with Nippon India Mutual Fund, ICICI Prudential Mutual Fund as Fund Manager and as Analyst in various organisations: Vicisoft Technologies, Lehman Brothers, Brics Securities , Lucky Securities, SSKI Securities and Prime Securities.
3) Rahul Agarwal
Education: Mr. Agarwal has done B.COM (Hons) from Calcutta University and PGDM from TAPMI
Experience: Prior to joining Bandhan Mutual Fund, he has worked with HSBC Asset Management, L&T Investment Management Ltd, ICICI Prudential Life Insurance Ltd and Copal Amba
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) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Bandhan Focused Equity Fund
| Fund House | Bandhan Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 13.48% |
| Benchmark | BSE 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,685 Cr |
| (As on 31-Mar-2025) | |
| Expense | 0.90% |
| (As on 31-Mar-2025) | |
| Risk Grade | Average |
| Return Grade | Above Average |
| Turnover | 83.00% |
Trailing Returns (%) of Bandhan Focused Equity Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Bandhan Focused Equity Dir | -9.03 | 0.93 | 7.38 | -4.07 | -7.40 | 15.17 | 16.09 | 23.33 | 12.08 | 12.75 |
| BSE 500 TRI | -2.88 | 1.87 | 6.72 | 0.26 | -7.08 | 6.88 | 13.64 | 24.54 | 14.07 | 13.15 |
| Equity: Flexi Cap | -5.05 | 1.17 | 6.73 | -1.26 | -8.03 | 8.71 | 14.87 | 23.50 | 14.18 | 13.39 |
| Rank within category | 84 | 78 | 25 | 84 | 45 | 7 | 27 | 24 | 31 | 24 |
| Number of funds in category | 97 | 99 | 99 | 97 | 93 | 86 | 69 | 52 | 39 | 35 |
Peer Comparison of Bandhan Focused Equity 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 Focused Equity Dir | 4 star | 15.17 | 16.09 | 23.33 | 0.90 | 1,685 | 13.48 | 1.00 (365) | 12Y 3M | 83.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 13.45 | 17.97 | 28.59 | 0.63 | 93,441 | 19.81 | 2.00 (365) | 11Y 10M | 12.98 |
| HDFC Flexi Cap Dir | 5 star | 17.95 | 22.42 | 30.93 | 0.81 | 69,639 | 17.06 | 1.00 (365) | 12Y 3M | 26.57 |
| Franklin India Flexi Cap Dir | 4 star | 11.47 | 17.83 | 28.55 | 1.00 | 17,394 | 16.87 | 1.00 (365) | 12Y 3M | 28.70 |
| HDFC Focused 30 Dir | 5 star | 18.68 | 23.50 | 31.75 | 0.81 | 17,227 | 15.88 | 1.00 (365) | 12Y 3M | 32.16 |
Portfolio Analysis of Bandhan Focused Equity Fund
| No. of Stocks | 30 |
| Top 10 Stocks | 45.96% |
| Top 5 Stocks | 27.15% |
| Top 3 Sectors | 46.14% |
| Portfolio P/B Ratio | 3.79 |
| Portfolio P/E Ratio | 26.82 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,78,720 | 1,74,602 |
| Giant (%) | 55.41 | 50.35 |
| Large (%) | 13.15 | 20.62 |
| Mid (%) | 26.76 | 22.81 |
| Small (%) | 4.68 | 7.46 |
| Tiny (%) | — | 0.92 |
Chanakya’s Mutual Fund Guidance For Bandhan Focused Equity Fund
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