Bandhan Flexi Cap Fund - Direct Plan has delivered 35.66% absolute return over the last 5 years.
The average return for Flexi Cap funds is 66.68% .
This fund ranks #25 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 8.39% .
The fund currently owns more than 77 stocks.
The top 10 holdings account for 45.62% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.67% | -1.16% |
| 2 Year Return | 32.89% | 12.01% |
| 3 Year Return | 59.34% | 35.81% |
| 4 Year Return | 137.10% | 52.38% |
| 5 Year Return | 137.08% | 66.68% |
| 6 Year Return | 134.36% | 109.08% |
| 7 Year Return | 206.16% | 129.34% |
| Expense Ratio | 0.92% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
8.39%
|
|
| 2 | Financials |
7.71%
|
|
| 3 | Energy |
5.13%
|
|
| 4 | Information Technology |
4.03%
|
|
| 5 | Finance - Banks - Private Sector |
4.02%
|
|
| 6 | Information Technology |
3.53%
|
|
| 7 | Communication Services |
3.51%
|
|
| 8 | Holding Company |
3.16%
|
|
| 9 | Consumer Staples |
3.15%
|
|
| 10 | Financials |
2.99%
|
|
| 11 | Consumer Discretionary |
2.72%
|
|
| 12 | E-Commerce/E-Retail |
2.30%
|
Minimum Purchase: ₹1,000
Exit Load: If redeemed/switched out within 365 days from the date of allotment: Up to 10% of investment: Nil, For remaining investment: 1% of applicable NAV If redeemed / switched out after 365 days from date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Bandhan Flexi Cap Fund - Direct Plan is managed by BANDHAN and belongs to the Equity 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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