Bandhan Business Cycle Fund - Regular Plan - Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 01-09-2024
AUM:
₹ 1,508.2 Cr
Expense Ratio
2.08%
Benchmark
NIFTY 500 TRI
ISIN
INF194KB1IP8
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
100
Exit Load
0.0005
Asset Class
Status
Open Ended Schemes
Fund Manager
Mr. Vishal Biraia, Ms. Ritika Behera, Mr. Brijesh Shah
NAV as on 23-12-2025
10.256
0.01 (0.078%)
Overview
Investment Objective
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.
Asset Allocation
Equity
98.42%
Debt
0.00%
Others
1.58%
Indicators
| Volatility | - |
| Sharp Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
-
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| Bandhan Business Cycle Fund - Regular Plan - Growth | 5.31 | - | - | 1.96 |
| NIFTY 500 TRI | 7.7 | 17.78 | 17.5 | 12.46 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.59 |
| Information Technology | 9.14 |
| Healthcare | 8.5 |
| Construction | 6.84 |
| Power | 5.65 |
| Chemicals | 4.55 |
| Services | 4.45 |
| Capital Goods | 4.33 |
| Automobile and Auto Components | 4.29 |
| Telecommunication | 3.43 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.14 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.98 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.43 |
| INFOSYS LIMITED EQ FV RS 5 | 3.43 |
| Bajaj Finance Limited | 3.33 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.19 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 2.9 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.43 |
| NTPC LIMITED EQ | 2.31 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.28 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 5.31 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 15.05 | 22.53 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 6.38 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 5.58 | 18.78 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 5.13 | 14.01 | 0.0 | 0.0 |
| DSP Business Cycle Fund Reg Gr | 17-12-2024 | 3.56 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 2.72 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 1.87 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 1.79 | 14.57 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund Reg Gr | 15-09-2021 | 1.38 | 17.56 | 0.0 | 0.0 |