Top 9 Bandhan Mutual Funds Recommended By GetMyIndia Capitals
1-Bandhan Infrastructure Fund-Direct Plan
An open ended equity scheme investing in infrastructure sector
Investment Objective –
Bandhan Infrastructure Fund is a dedicated Infrastructure fund, that invests across the infrastructure value chain with exclusions like Banking, Autos, IT, Pharma, and FMCG. It is a diversified portfolio of companies that are participating in and benefitting from the Indian Infrastructure and Infrastructure related activities.
FUND METRICS-
| NAV | ₹63.3510 As on 09 Oct 2024 |
| Age | 8 March 2011 |
| AUM | ₹1,964.83 Cr |
| Exit Load | Exit load of 0.5%, if redeemed within 30 days. |
| Lock-in Period | 0 Years 0 Months |
| Returns | 6 Months: +21.37%
1 Year: +71.54% 3 Years: +136.65% |
2-Bandhan Core Equity Fund Direct-Growth
Large and Mid Cap Fund - An open ended equity scheme invesing in both large cap and mid cap stocks
Investment Objective –
The investment objective of the Bandhan Core Equity Fund is to generate long-term capital growth by investing in large and mid-cap stocks. The fund aims to invest in well-managed, sustainable businesses across sectors, and provide investors with part ownership of some of India's best-run companies.
FUND METRICS-
| NAV | ₹156.5190 As on 09 Oct 2024 | Age | 09 August 2005 | AUM | ₹ 6,552.58 Cr | Exit Load | Exit Load for units in excess of 10% of the investment,
1% will be charged for redemption within 1 year. |
| Lock-in Period | 0 Years 0 Months | Returns | 6 Months: +20.73%
1 Year: +56.18% 3 Years: +99.44% |
3-Bandhan Sterling Value Fund - Direct Plan
An open ended equity scheme following a value investment strategy
Investment Objective –
Bandhan Sterling Value Fund is a value fund that focuses on an active stock selection strategy. The fund has an approach to identifying value opportunities across market cap segments. The idea behind value funds is that some companies are undervalued due to market conditions. When the market corrects, their stock prices rise, offering investors the potential for gains. Skilled value fund managers identify these companies to create potential returns.
FUND METRICS-
| NAV | ₹173.3800 As on 09 Oct 2024 | Age | 07 March 2008 | AUM | ₹10,412.26 Cr | Exit Load | Exit Load for units in excess of 10% of the investment,
1% will be charged for redemption within 1 year. |
Lock-in Period | 0 Years 0 Months | Returns | 6 Months: +14.49%
1 Year: +41.08% 3 Years: +82.51% |
4-Bandhan ELSS Tax Saver Fund - Direct Plan
An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
Investment Objective –
Bandhan ELSS Tax Saver Fund is an Equity Linked Savings Scheme (ELSS) that aims to generate long term capital growth from a diversified equity portfolio and enables investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961.
FUND METRICS-
| NAV | ₹178.0960 As on 09 Oct 2024 | Age | 26 December 2008 | AUM | ₹7,234.92 Cr | Exit Load | No charges on withdrawal | Lock-in Period | 0 Years 0 Months | Returns | 6 Months: +11.94%
1 Year: +33.88% 3 Years: +64.80% |
5-Bandhan Focused Equity Fund - Direct Plan
An open ended equity scheme investing in maximum 30 stocks with multi cap focus
Investment Objective –
Bandhan Focused Equity Fund is a concentrated portfolio of up to 30 stocks with the flexibility to invest across sectors and market cap, and this funds invest in a limited number of stocks, with a maximum of thirty holdings. These stocks may span small, mid, and large-cap companies, often with a focus on select sectors. Focused equity funds invest in high-performing assets to earn potential returns.
FUND METRICS-
| NAV | ₹102.9600 As on 09 Oct 2024 | Age | 16 March 2006 | AUM | ₹1,743.48 Cr | Exit Load | Exit Load for units in excess of 10% of the investment,
1% will be charged for redemption within 1 year. |
Lock-in Period | 0 Years 0 Months | Returns | 6 Months: +22.32%
1 Year: +49.18% 3 Years: +68.43% |
6-Bandhan Financial Services Fund - Direct Plan
An open ended equity scheme investing in Financial Services Sector
Investment Objective –
Bandhan Financial Services Fund seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of companies engaged in financial services. This sector is central to our daily transactions and economic growth. Financial services mutual funds allow you to invest in banks, insurance companies, and fintech firms, offering exposure to the financial sector's potential.
FUND METRICS-
| NAV | ₹14.2410 As on 09 Oct 2024 | Age | 28 July 2023 | AUM | ₹925.84 Cr | Exit Load | Exit load of 0.5%, if redeemed within 30 days. | Lock-in Period | 0 Years 0 Months | Returns | 3 Months: +5.54%
6 Month: +14.51% 1 Year: +40.74% |
7-Bandhan Transportation And Logistics Fund - Direct Plan
An open-ended equity scheme investing in transportation and logistics sector
Investment Objective –
Bandhan Transportation and Logistics Fund seeks to generate long-term capital growth by investing predominantly in equity and equity-related securities of companies engaged in the transportation and logistics sector. This includes investment opportunities across the Auto, Auto Ancillary, and Logistics Services sectors.
FUND METRICS-
| NAV | ₹19.4000 As on 09 Oct 2024 | Age | 27 October 2022 | AUM | ₹595.09 Cr | Exit Load | Exit load of 0.5%, if redeemed within 30 days | Lock-in Period | 0 Years 0 Months | Returns | 3 Months: +0.66%
6 Month: +20.50% 1 Year: +55.36% |
8-Bandhan Innovation Fund - Direct Plan
An open-ended equity scheme following an innovation theme
Investment Objective –
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of companies following innovation theme. The Innovation Fund's goals are to help businesses invest in clean energy and industry. boost economic growth. Bandan Innovation fund offers a prospect to invest in portfolio of tomorrow’s opportunities Fund would seek to invest in innovators having characteristics such as strong brand, potentially higher margins/ growth, differentiated product/ services, high skilled employee cost as well as non linear business model.
FUND METRICS-
| NAV | ₹12.8450 As on 09 Oct 2024 | Age | 30 April 2024 | AUM | ₹1,135.27 Cr | Exit Load | Exit load of 0.5%, if redeemed within 30 days. | Lock-in Period | 0 Years 0 Months | Returns | 1 Month: +3.54%
3 Months: +12.09% |
9-Bandhan Business Cycle Fund - Direct Plan
An open-ended equity scheme following a business cycle based investing theme.
Investment Objective –
The investment objective of the Bandhan Business Cycle Fund is to generate long-term capital appreciation by investing in equity and equity-related instruments. The fund aims to do this by dynamically allocating investments between different sectors and stocks at different stages of the business cycle. The fund manager assesses the business cycle based on parameters such as economic cycle, market cycle, and sector cycle, and evaluates the economic cycle based on factors such as: interest rates, money supply, credit growth, exchange rate, and economic activity.
FUND METRICS-
| NAV | ₹9.9910 As on 9 Oct 2024 | Age | 30 September 2024 | AUM | ₹0.00 | Exit Load | Exit load of 0.50%, if redeemed within 30 days. | Lock-in Period | 0 Years 0 Months |
Documents required to invest in Bandhan Mutual Funds
The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.
PROOF OF IDENTITY
1. PAN Card (Mandatory)
2. Voter ID Card
3. Driving License
4. Passport
5. Aadhaar Card
6. Any other valid identity card issued by Central or State Government
PROOF OF ADDRESS
1. Voter ID Card
2. Driving License
3. Passport
4. Ration Card
5. Aadhaar Card
6. Bank account statement or bank passbook
7. Utility bills like electricity or gas bills
