Bandhan Focused Fund - Direct Plan has delivered 45.31% absolute return over the last 5 years.
The average return for Focused funds is 71.80% .
This fund ranks #23 in its category based on 5-year returns.
The largest portfolio holding is LT FOODS LTD with a portfolio weight of 8.34% .
The fund currently owns more than 32 stocks.
The top 10 holdings account for 55.75% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 17.41% | -0.49% |
| 2 Year Return | 53.95% | 12.96% |
| 3 Year Return | 81.98% | 36.20% |
| 4 Year Return | 144.57% | 55.44% |
| 5 Year Return | 173.92% | 71.80% |
| 6 Year Return | 166.47% | 112.35% |
| 7 Year Return | 315.26% | 136.56% |
| Expense Ratio | 0.67% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Consumer Staples |
8.34%
|
|
| 2 | Real Estate |
6.67%
|
|
| 3 | Finance - Banks - Private Sector |
6.58%
|
|
| 4 | Financials |
6.01%
|
|
| 5 | Financials |
5.57%
|
|
| 6 | Health Care |
5.36%
|
|
| 7 | Financials |
4.89%
|
|
| 8 | Health Care |
4.87%
|
|
| 9 | Consumer Staples |
3.73%
|
|
| 10 |
3.73%
|
||
| 11 | Financials |
3.62%
|
|
| 12 | Textiles - General |
3.47%
|
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 Focused 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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