Bandhan Business Cycle Fund Regular Growth

+

Equity
Equity - Other
Rating N.A.
Plan

8.67 +0.06 (0.70%) NAV as on 17 Mar, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1623.28
CAGR 0.00%
Exit Load0.50%
Expense ratio2.07%
CategoryEquity
Min Investment1000
Min SIP100
Launch Date2024-09-30

Asset Allocation

Holdings As On - 18 March 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Hdfc Bank
78.68
5.27%

Axis Bank
54.24
3.64%

Bajaj Finance
50.41
3.38%

Infosys
44.94
3.01%

Triparty Repo Trp_030325
44.44
2.98%

Upl
43.11
2.89%

Ntpc
34.34
2.30%

Federal Bank
31.14
2.09%

Sundaram Clayton
30.90
2.07%

Wockhardt
29.28
1.96%

Peer Comparison

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

About Fund

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.

The Bandhan Business Cycle Fund Regular Growth has an AUM of 1623.28 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.07%. The minimum investment in Bandhan Business Cycle Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are - & - respectively.

The top holdings of the fund include Hdfc Bank, Axis Bank, Bajaj Finance & Infosys.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Construction Services & Chemical Manufacturing.

Some of the similar funds are Tata India Innovation Fund Regular Growth, Motilal Oswal Business Cycle Fund Regular Growth, Bandhan Business Cycle Fund Regular Growth, Sundaram Business Cycle Fund Regular Growth, Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth. Bandhan Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.