September 27, 2025
RA Jainee
Bandhan Healthcare Fund Direct-Growth
Bandhan Healthcare Fund Direct-Growth snapshot
| NFO opens on | 10 November 2025 |
| NFO Closes on | 24 November 2025 |
| Min. Investment | Rs. 1000 |
| Plans | Growth, IDCW |
| Sahifund Verdict | This NFO may suit investors with a high risk appetite and 5+ year horizon, who are comfortable with all-cap, thematic equity exposure. Conservative investors or those seeking proven performance may be better served with established Flexicap funds. |
⏱️ Last Update: 27 September 2025, 10.00 AM
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 Healthcare Fund Direct-Growth Open Date, Close Date?
NFO opens on November 10, 2025
NFO will close on November 24, 2025
Investment Strategy for this NFO?
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of companies engaged in Healthcare, Pharma and Allied sectors.
Basic Details
| Fund House | Bandhan Mutual Fund |
| Issue Open | 10 November 2025 |
| Issue Close | 24 November 2025 |
| Type | Open-ended |
| Category | Equity: Sectoral-Pharma |
| Min. Investment(Rs) | 1,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 30 days |
| Riskometer | Very High |
| Benchmark | BSE Healthcare TRI |
About Benchmark Index for this NFO?
The BSE Healthcare is designed to provide investors with a benchmark reflecting companies included in the BSE AllCap that are classified as members of the healthcare sector. It was launched on 25th February 2022.
Methodology:
1. • The sector indices are subsets of the BSE AllCap and are designed to measure the performance of various macro-economic indicators within the Indian equity market.
2. • Index constituents are assigned to a sector index based on the constituent’s macro-economic indicator, as classified according to the common India Industry Classification Structure.
3. • All eligible share classes of a company are assigned to the same macro-economic indicator and included in the respective index.
For complete details please view the Methodology document at:
https://www.bseindices.com/Downloads/BSE_Allcap_Methodology.pdf
Quick Facts
| Launch Date | 9th August 1999 |
| First Vlaue Date | 1st February 1999 |
| Base Value | 1240 |
| Number of Constituents | 105 |
| Reconstitution Frequecy | Annually in September with quarterly reviews in December, March, June |
| Weighting Method | Capped |
| Index Universe | BSE AllCap |
| Calculation Currencies | INR, USD |
Fund Managers of Bandhan Healthcare Fund Direct-Growth
1) Viraj Kulkarni
Education: Mr. Kulkarni is a B.Tech. (Electronics), CFA and also holds a PGDM (Finance).
Experience: Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd. (May 2014-Sept. 2015) and Goldman Sachs Services India (June 2010-May 2012).
2) Brijesh Shah
Education: Mr. Shah is a Post Graduate Diploma in Finance.
Experience: Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) he has worked with IDBI Mutual Fund, IndiaBulls Mutual Fund, Mata Securities & Twenty First Century.
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 Healthcare Fund Direct-Growth @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of BSE Healthcare TRI
Performance
| INDEX LEVEL | RETURNS | ANNUALIZED RETURNS | ||||||
| 1 MO | 3 MOS | YTD* | 1 YR | 3 YRS | 5 YRS | 10 YRS | ||
| TOTAL RETURNS | 50582.65 | -3.81% | 2.72% | -3.16% | 1.59% | 24.52% | 19.60% | 9.97% |
| PRICE RETURNS | 43622.70 | -3.86% | 2.39% | -3.65% | 1.03% | 23.76% | 18.86% | 9.28% |
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 | 17.48% | 15.72% | 15.97% | 18.27% | 0.09 | 1.54 | 1.23 | 0.55 |
| Price Returns | 17.49% | 15.70% | 15.95% | 18.26% | 0.06 | 1.5 | 1.18 | 0.51 |
Fundamentals
| PE | PB | DIV. YIELD% |
| 39.32 | 6.51 | 0.54 |
Index Characteristics
| NUMBER OF CONSTITUENTS | – |
| CONSTITUENT MARKET CAP [INR CRORE] | |
| MEAN TOTAL MARKET CAP | 26763.12 |
| LARGEST TOTAL MARKET CAP | 382456.59 |
| SMALLEST TOTAL MARKET CAP | 748.43 |
| MEDIAN TOTAL MARKET CAP | 10563.19 |
| WEIGHT LARGEST CONSTITUENT [%] | 12.78 |
| WEIGHT TOP 10 CONSTITUENTS [%] | 56.1 |
Past Performance of Viraj Kulkarni
| Fund | Bandhan Asset Allocation Fund – Aggressive Plan | It’s Benchmark | Bandhan Asset Allocation Fund – Conservative Plan | It’s Benchmark |
| 1 Year | -2.52 | -4.33 | 3.72 | 4.34 |
| 3 Year | 13.74 | 14.85 | 8.96 | 9.88 |
| 5 Year | 14.54 | 17.71 | 7.94 | 9.01 |
| 7 Year | 10.44 | 13.42 | 7.45 | 9.07 |
| 10 Year | 9.85 | 13.02 | 7.45 | 8.86 |
As on 27-9-2025
Past Performance of Brijesh Shah
| Fund | Bandhan Overnight Fund | It’s Benchmark | Bandhan Money Market Fund | It’s Benchmark |
| 1 Year | 6.02 | 4.74 | 7.64 | 4.74 |
| 3 Year | 6.36 | 4.63 | 7.03 | 4.63 |
| 5 Year | 5.17 | 3.61 | 5.44 | 3.61 |
| 7 Year | — | — | 5.76 | 3.73 |
| 10 Year | — | — | 6.04 | 3.89 |
As on 27-9-2025
[B] Review of Fund Managers
Viraj Kulkarni
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Background: Mr. Kulkarni is a B.Tech. (Electronics), CFA and also holds a PGDM (Finance)., Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd. (May 2014-Sept. 2015) and Goldman Sachs Services India (June 2010-May 2012).
Brijesh Shah
-
Background: Mr. Shah is a Post Graduate Diploma in Finance., Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) he has worked with IDBI Mutual Fund, IndiaBulls Mutual Fund, Mata Securities & Twenty First Century.
Sahifund Verdict:
X
Peer Comparison (?)
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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