Bandhan Equity Savings Fund - Direct Plan has delivered 28.65% absolute return over the last 5 years.
The average return for Equity Savings funds is 44.96% .
This fund ranks #19 in its category based on 5-year returns.
The largest portfolio holding is BANDHAN MONEY MARKET FUND DIRECT PLAN GROWTH with a portfolio weight of 7.09% .
The fund currently owns more than 72 stocks.
The top 10 holdings account for 40.89% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.82% | 0.69% |
| 2 Year Return | 22.00% | 9.26% |
| 3 Year Return | 36.12% | 20.16% |
| 4 Year Return | 59.76% | 33.12% |
| 5 Year Return | 74.61% | 44.96% |
| 6 Year Return | 87.38% | 64.25% |
| 7 Year Return | 106.95% | 77.49% |
| Expense Ratio | 0.15% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.09%
|
||
| 2 |
7.00%
|
||
| 3 | Finance - Banks - Private Sector |
4.04%
|
|
| 4 | Financials |
3.75%
|
|
| 5 | Finance - Banks - Private Sector |
3.61%
|
|
| 6 | Energy |
3.41%
|
|
| 7 | Communication Services |
3.23%
|
|
| 8 | Industrials |
2.96%
|
|
| 9 | Finance - Banks - Public Sector |
2.95%
|
|
| 10 | Materials |
2.85%
|
|
| 11 |
2.50%
|
||
| 12 |
2.48%
|
AMC: BANDHAN
Category: Hybrid • Equity Savings
Launch Date: 02 Jan 2014
Fund Manager: Mr. Kapil Kankonkar
Minimum Purchase: ₹1,000
Exit Load: If redeemed/switched out within 7 days from the date of allotment: Up to 10% of investment: Nil, For remaining investment: 0.25% of applicable NAV. If redeemed/switched out after 7 days from date of allotment: Nil.
Lock-in: 1
Risk: Low Risk
Bandhan Equity Savings Fund - Direct Plan is managed by BANDHAN and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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