BANDHAN Equity Savings Fund - Regular Plan - Growth
Fund House: Bandhan Mutual Fund
Category: Hybrid: Equity Savings
Status: Open Ended Schemes
Launch Date: 09-06-2008
Minimum Investment: 1000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: CRISIL Equity Saving Index
Total Assets: 271.53 As on (31-03-2025)
Expense Ratio: 1.1% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.
NAV as on 25-04-2025
30.734
-0.002
CAGR Since Inception
6.87%
CRISIL Equity Saving Index 9.49%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| BANDHAN Equity Savings Fund - Regular Plan - Growth | 7.38 | 7.56 | 9.88 | 6.59 | 6.87 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 7.67 | 9.37 | 11.88 | 7.94 | 7.97 |
Funds Manager
Harshal Joshi, Viraj Kulkarni, Nemish Sheth, Ritika Behera
RETURNS CALCULATORS for BANDHAN Equity Savings Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of BANDHAN Equity Savings Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of BANDHAN Equity Savings Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Bandhan Equity Savings Reg Gr | 09-06-2008 | 7.38 | 9.34 | 7.56 | 9.88 | 6.59 |
| DSP Equity Savings Reg Gr | 28-03-2016 | 11.3 | 13.37 | 10.35 | 13.17 | 0.0 |
| Edelweiss Equity Savings Reg Gr | 05-10-2014 | 9.76 | 13.3 | 10.27 | 11.61 | 8.79 |
| Tata Equity Savings Reg Gr | 26-04-1997 | 9.54 | 12.58 | 9.42 | 11.42 | 7.18 |
| Mirae Asset Equity Savings Reg Gr | 15-12-2018 | 8.95 | 13.37 | 10.43 | 14.2 | 0.0 |
| ICICI Pru Equity Savings Cum | 05-12-2014 | 8.56 | 9.88 | 8.31 | 10.96 | 8.03 |
| SBI Equity Savings Reg Gr | 01-05-2015 | 8.34 | 14.34 | 10.16 | 13.83 | 0.0 |
| Invesco India Equity Savings Reg Gr | 15-02-2019 | 8.25 | 14.67 | 10.0 | 10.4 | 0.0 |
| Sundaram Equity Savings Fund Gr | 05-01-2013 | 8.02 | 14.61 | 10.95 | 12.64 | 8.29 |
| LIC MF Equity Savings Fund Reg Gr | 01-01-2013 | 7.93 | 12.47 | 8.78 | 11.01 | 6.65 |
Asset Allocation (%)
Key Performance and Risk Statistics of BANDHAN Equity Savings Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| BANDHAN Equity Savings Fund - Regular Plan - Growth | 2.76 | -0.13 | -1.02 | 0.51 | 7.24 | 2.66 |
| Hybrid: Equity Savings | - | - | - | - | - | - |