Bandhan US specific Equity Active FOF - Direct Plan

AMC: BANDHAN Extreme Risk

📊 Quick Summary Of This Page

Bandhan US specific Equity Active FOF - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.53%
Expense Ratio
Mr. Harshal Joshi
Fund Manager
Growth
Plan Type
29 Jul 2021
Launch Date
1%
If redeemed/switched out within 1 year from the date of allotment - 1% of applicable NAV. If redeemed/switched out after 1 year from the date of allotment- Nil.
Exit Load
NAV Momentum
Fund Analysis

Bandhan US specific Equity Active FOF - Direct Plan has delivered 100.26% absolute return over the last 5 years.

The average return for funds is 61.66% .

This fund ranks #17 in its category based on 5-year returns.

The largest portfolio holding is JPMORGAN F US GROWTH IA USD with a portfolio weight of 97.88% .

Holdings Insights

The fund currently owns more than 4 stocks.

The top 10 holdings account for 100.00% of total assets.

Based on portfolio allocation, this fund appears highly concentrated compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 20.73% 2.52%
2 Year Return 93.32% 14.81%
3 Year Return 94.39% 41.29%
4 Year Return N/A 54.54%
5 Year Return N/A 61.66%
6 Year Return N/A 80.31%
7 Year Return N/A 90.53%
Expense Ratio 0.53% -
NAV History

📊 Top Holdings

Top 4
# Company Sector Weight
1
97.88%
2
1.11%
3
1.00%
4
0.01%
Fund Information

AMC: BANDHAN

Category:

Launch Date: 29 Jul 2021

Fund Manager: Mr. Harshal Joshi

Minimum Purchase: ₹1,000

Exit Load: If redeemed/switched out within 1 year from the date of allotment - 1% of applicable NAV. If redeemed/switched out after 1 year from the date of allotment- Nil.

Lock-in: 1

Risk: Extreme Risk

About This Fund

Bandhan US specific Equity Active FOF - Direct Plan is managed by BANDHAN .

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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Frequently Asked Questions

Bandhan US specific Equity Active FOF - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Bandhan US specific Equity Active FOF - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Bandhan US specific Equity Active FOF - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Bandhan US specific Equity Active FOF - Direct Plan, based on the latest portfolio data.

Bandhan US specific Equity Active FOF - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Bandhan US specific Equity Active FOF - Direct Plan is , which represents the annual cost charged for managing the fund.

Bandhan US specific Equity Active FOF - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Bandhan US specific Equity Active FOF - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Bandhan US specific Equity Active FOF - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Bandhan US specific Equity Active FOF - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Bandhan US specific Equity Active FOF - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Bandhan US specific Equity Active FOF - Direct Plan and making investment decisions.

Yes, Bandhan US specific Equity Active FOF - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Bandhan US specific Equity Active FOF - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Bandhan US specific Equity Active FOF - Direct Plan to estimate returns and wealth creation over different time periods.