Bandhan Equity Savings Fund Regular Plan Growth
- Equity Savings
- Hybrid
- Low to Moderate Risk
Rating:
2
Key Metrics
Aum
₹401.02 Cr
Expense Ratio
0.93%
Exit Load
0.25%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
9 Jun 2008
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.87% | -- |
| 3 Months | +2.43% | -- |
| 6 Months | +2.45% | -- |
| 1 Year | +4.68% | +4.68% |
| 2 Years | -- | +5.28% |
| 3 Years | +21.51% | +6.71% |
| 5 Years | +35.45% | +6.26% |
| Since Launch | +226.98% | +6.74% |
Holdings as on 7 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cash Offset For Derivatives | 183.73 | 45.81 |
| Bandhan Money Market Dir Gr | 28.21 | 7.03 |
| Power Finance Corporation Limited | 25.15 | 6.27 |
| HDFC Bank | 17.58 | 4.38 |
| AXIS Bank Ltd | 16.41 | 4.09 |
| Kotak Mahindra Bank | 14.61 | 3.64 |
| Larsen & Toubro Ltd | 13.18 | 3.29 |
| Reliance Industries | 13.00 | 3.24 |
| Maruti Suzuki India | 12.78 | 3.19 |
| Bharti Airtel | 12.03 | 3.00 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.07
Sharpe Ratio
2.53%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Baroda BNP Paribas Equity Savings Fund Regular Growth | +5.89% | +9.04% | +7.87% |
| Mahindra Manulife Equity Savings Fund Regular Growth | +6.37% | +8.68% | +7.72% |
| Franklin India Equity Savings Fund Regular Growth | +4.29% | +7.03% | +6.62% |
| Invesco India Equity Savings Fund Regular Growth | -0.49% | +7.6% | +6.42% |
| Bandhan Equity Savings Fund Regular Plan Growth | +4.68% | +6.71% | +6.26% |
Results are calculated on CAGR basis
About Fund
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 401.02 crores & has delivered CAGR of 6.26 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.93%. 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 & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Cash Offset For Derivatives, Bandhan Money Market Dir Gr, Power Finance Corporation Limited, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Chemical Manufacturing, Construction - Raw Materials.
Some of the similar funds are Baroda BNP Paribas Equity Savings Fund Regular Growth, Mahindra Manulife Equity Savings Fund Regular Growth, Franklin India Equity Savings Fund Regular Growth, Invesco India Equity Savings Fund Regular Growth, Bandhan Equity Savings Fund Regular Plan Growth. Bandhan Equity Savings Fund Regular Plan Growth has a sharpe ratio of 0.07 & a standard deviation of 2.53%.
FAQs
According to the morning star rating Bandhan Equity Savings Fund Regular Plan Growth has a Low risk & Moderate return.
Bandhan Equity Savings Fund Regular Plan Growth is managed by Harshal Joshi,Viraj Kulkarni,Brijesh Shah,Ritika Behera,Gaurav Satra,Kapil Kankonkar.
The expense ratio of Bandhan Equity Savings Fund Regular Plan Growth is 0.93%.
The 5 year annualized return on Bandhan Equity Savings Fund Regular Plan Growth is 6.26% & it has generated 4.68% in the last 1 year.
The minimum investment in Bandhan Equity Savings Fund Regular Plan Growth is 1000 Rs.
Bandhan Equity Savings Fund Regular Plan Growth has an AUM of 401.02 crores.
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