Bandhan Business Cycle Fund Direct Growth
Equity
Direct
Equity - Other
NAV as on 21-02-2025
₹ 8.96
1D
Inception Returns
/yr
About Bandhan Business Cycle Fund Direct Growth
Bandhan Business Cycle Fund Direct Growth is an equity fund. This fund was started on 30 September, 2024. The fund is managed by Harshal Joshi. The fund could potentially beat inflation in the long-run.
Key Parameters
- Bandhan Business Cycle Fund Direct Growth has ₹1623 Cr worth of assets under management (AUM) as on Jan 2025 and is less than category average.
- The fund has an expense ratio 0.6.
Returns
Bandhan Business Cycle Fund Direct Growth has given a CAGR return of -10.36% since inception.
Holdings
Bandhan Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Basic Materials, Health, Tech, Consumer Cyclical, Utilities, Real Estate, Energy, Consumer Defensive, Communication. Its top holdings are HDFC Bank Ltd, Axis Bank Ltd, Infosys Ltd, Bajaj Finance Ltd, UPL Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Bandhan Business Cycle Fund Direct Growth
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Bandhan Business Cycle Fund Direct Growth has no lock in period.
Historical NAV & Returns
Bandhan Business Cycle Fund Direct Growth Overview
| Expense ratio | 0.56% |
Benchmark | IISL Nifty 500 TR INR |
| AUM | ₹1623 Cr |
| Inception Date | 30 September, 2024 |
| Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (21-Feb-25)
Fund Distribution
as on (31-Jan-25)
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 4.02% | 105.7% | |
 Axis Bank Ltd | 3.24% | 8.5% | |
 Infosys Ltd | 3.08% | 47% | |
 Bajaj Finance Ltd | 2.87% | 10.2% | |
 UPL Ltd | 2.53% | 0% |
Top Growth Drivers | 1M Return |
|---|---|
 UPL Ltd | 18.9% |
 Bajaj Finance Ltd | 15.2% |
 Kotak Mahindra Bank Ltd | 4.1% |
Bandhan Business Cycle Fund Direct Growth Highlights
Very High Risk
Fund Allocations
AUM size ₹1623 Cr
Expense Ratio 0.56%
Frequently Asked Questions for Bandhan Business Cycle Fund Direct Growth
Bandhan Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -4.03% | -4.03% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Bandhan Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Bandhan Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Bandhan Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
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