Bandhan Equity Savings Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.16
• Std Deviation 2.64%
• Tracking Error 0.00%

To generate income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets along with debt and money market instruments and to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related instruments.

The Bandhan Equity Savings Fund Regular Plan Growth has an AUM of 254.67 crores & has delivered CAGR of 10.64% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.10%. The minimum investment in Bandhan Equity Savings Fund Regular Plan Growth is Rs 1000 and the minimum SIP is Rs 100.

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

The top holdings of the fund include Cash Offset For Derivatives, Bandhan Money Manager Dir Gr, Bajaj Finance & Kotak Mahindra Bank.

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

Some of the similar funds are Tata Equity Savings Regular Growth, Invesco India Equity Savings Fund Regular Growth, Bandhan Equity Savings Fund Regular Plan Growth, Union Equity Savings Fund Regular Growth, PGIM India Equity Savings Fund Growth Option. Bandhan Equity Savings Fund Regular Plan Growth has a sharpe ratio of 0.16 & a standard deviation of 2.64%.