Bandhan Focused Fund - Regular Plan - Growth

• Alpha -4.87%
• Beta 0.92
• Sharpe Ratio1.06
• Std Deviation 14.57%
• Tracking Error 7.05%

The investment objective of the Scheme is seek to generate capital appreciation by investing in a concentrated portfolio of equity and equity related instruments up to 30 companies. There is no assurance or guarantee that the objectives of the scheme will be realized.

The Bandhan Focused Fund - Regular Plan - Growth has an AUM of 1838.84 crores & has delivered CAGR of 19.83% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.09%. The minimum investment in Bandhan Focused 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 Medium & Exceptional respectively.

The top holdings of the fund include Triparty Repo Trp_010725, Power Finance Corp, Hdfc Bank & Prestige Estates Projects.

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

Some of the similar funds are Bandhan Focused Fund - Regular Plan - Growth, DSP Focused Fund Growth, Tata Focused Equity Fund Regular Growth, Mahindra Manulife Focused Fund Regular Growth, Old Bridge Focused Equity Fund Regular Growth. Bandhan Focused Fund - Regular Plan - Growth has a sharpe ratio of 1.06 & a standard deviation of 14.57%.