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bandhan focused equity fund - direct plan - growth
Bandhan Focused Equity Fund - Direct Plan - Growth

Bandhan Focused Equity Fund - Direct Plan - Growth

  • Very High Risk
  • Equity
  • Focused Fund
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NAV as on May 6, 2025
i
Price per unit of the scheme.
₹ 95.7480-1.64%1 Day Change
5.14%
Minimum Investment₹1000
Expense Ratio0.91%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Bandhan Focused Equity Fund - Direct Plan - Growth
VS
Equity: Focused Fund Average NAV
    Topper in Equity: Focused Fund
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Bandhan Focused Equity Fund - Direct Plan - Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    S&P BSE 500 India TR INR
    Expense Ratio
    0.91%
    Category Avg Expense Ratio
    0.74%
    Minimum Investment (Lumpsum/SIP)
    ₹ 1000 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 1,685.24 Cr(As on Mar, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    77.00 %
    Exit Load
    If redeemed/switched out within 365 days from the date of allotment: Upto 10% of investment - Nil, For remaining investment – 1% of applicable NAV. If redeemed/switched out after 365 days from the date of allotment – Nil

    bt_logoABOUT THE FUND

    Objective: The investment objective of the Scheme is seek to generate capital appreciation by investing in a concentrated portfolio of equity and equity related instruments up to 30 companies. There is no assurance or guarantee that the objectives of the scheme will be realized.

    Bandhan Focused Equity Fund - Direct Plan - Growth is an Equity - Focused Fund fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onMay 06, 2025 is ₹95.75. Its expense ratio is 0.91 %. The fund has an AUM of ₹1,685.24 Cr.The fund is managed bySumit Agrawal,Nishita Shah,Ritika Behera,Gaurav Satra,Manish Gunwani,Kirthi Jain,Rahul Agarwal.
    The minimum initial investment is  ₹1000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sumit Agrawal
    Sumit Agrawal
    i
    Lead Fund Manager.
    Oct 20, 2016 - Present
    • Fund Manager Rank12Out of 25
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed5
    • Total AUM₹ 6,749.58 Cr
    • Highest Return In 1 Yr14.59 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Bandhan Regular Savings Fund Direct Plan Growth
    ₹ 35.54
    2.52%
    1.84%
    Moderately High risk
    ₹114.79Cr
    Bandhan Focused Equity Fund - Direct Plan - Growth
    ₹ 95.75
    5.14%
    4.62%
    Very High Risk
    ₹1,685.24Cr
    Bandhan Balanced Advantage Direct Growth
    ₹ 27.04
    2.78%
    3.39%
    Very High Risk
    ₹2,216.55Cr
    Bandhan Regular Savings Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 35.54
    • Fund Size₹114.79Cr
    Fund Return2.52%
    Category Return1.84%
    Bandhan Focused Equity Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 95.75
    • Fund Size₹1,685.24Cr
    Fund Return5.14%
    Category Return4.62%
    Bandhan Balanced Advantage Direct Growth
    Very High Risk
    • NAV₹ 27.04
    • Fund Size₹2,216.55Cr
    Fund Return2.78%
    Category Return3.39%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Nishita Shah
    Nishita Shah
    i
    Lead Fund Manager.
    Jul 31, 2023 - Present
    • Schemes managed17
    • Total AUM₹ 61,460.95 Cr
    • Highest Return In 1 Yr12.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Bandhan Regular Savings Fund Direct Plan Growth
    ₹ 35.54
    2.52%
    1.84%
    Moderately High risk
    ₹114.79Cr
    Bandhan Transportation and Logistics Fund Direct Growth
    --
    ₹ 16.53
    6.58%
    -%
    Very High Risk
    ₹496.12Cr
    Bandhan Midcap Fund Direct Growth
    --
    ₹ 16.27
    5.00%
    4.93%
    Very High Risk
    ₹1,491.10Cr
    Bandhan Regular Savings Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 35.54
    • Fund Size₹114.79Cr
    Fund Return2.52%
    Category Return1.84%
    Bandhan Transportation and Logistics Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.53
    • Fund Size₹496.12Cr
    Fund Return6.58%
    Category Return--
    Bandhan Midcap Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.27
    • Fund Size₹1,491.10Cr
    Fund Return5.00%
    Category Return4.93%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ritika Behera
    Ritika Behera
    i
    Lead Fund Manager.
    Oct 7, 2023 - Present
    • Schemes managed18
    • Total AUM₹ 62,428.09 Cr
    • Highest Return In 1 Yr14.59 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth
    ₹ 165.93
    5.29%
    4.91%
    Very High Risk
    ₹6,596.51Cr
    Bandhan Sterling Value Fund Direct Plan Growth
    ₹ 159.95
    5.31%
    4.28%
    Very High Risk
    ₹9,429.55Cr
    Bandhan Emerging Businesses Fund Direct Growth
    ₹ 44.56
    2.04%
    2.73%
    Very High Risk
    ₹9,516.16Cr
    Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 165.93
    • Fund Size₹6,596.51Cr
    Fund Return5.29%
    Category Return4.91%
    Bandhan Sterling Value Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 159.95
    • Fund Size₹9,429.55Cr
    Fund Return5.31%
    Category Return4.28%
    Bandhan Emerging Businesses Fund Direct Growth
    Very High Risk
    • NAV₹ 44.56
    • Fund Size₹9,516.16Cr
    Fund Return2.04%
    Category Return2.73%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Gaurav Satra
    Gaurav Satra
    i
    Lead Fund Manager.
    Jun 7, 2024 - Present
    • Schemes managed18
    • Total AUM₹ 62,428.09 Cr
    • Highest Return In 1 Yr14.59 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Bandhan Regular Savings Fund Direct Plan Growth
    ₹ 35.54
    2.52%
    1.84%
    Moderately High risk
    ₹114.79Cr
    Bandhan Hybrid Equity Fund Direct Plan Growth
    ₹ 27.32
    3.90%
    4.15%
    Very High Risk
    ₹818.76Cr
    Bandhan US Equity Fund of Fund Direct Growth
    --
    ₹ 14.80
    3.12%
    -%
    Very High Risk
    ₹297.38Cr
    Bandhan Regular Savings Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 35.54
    • Fund Size₹114.79Cr
    Fund Return2.52%
    Category Return1.84%
    Bandhan Hybrid Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 27.32
    • Fund Size₹818.76Cr
    Fund Return3.90%
    Category Return4.15%
    Bandhan US Equity Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 14.80
    • Fund Size₹297.38Cr
    Fund Return3.12%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Manish Gunwani
    Manish Gunwani
    i
    Lead Fund Manager.
    Dec 2, 2024 - Present
    • Schemes managed7
    • Total AUM₹ 30,855.64 Cr
    • Highest Return In 1 Yr12.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Bandhan Core Equity Fund Direct Plan Growth
    ₹ 144.18
    4.02%
    4.72%
    Very High Risk
    ₹7,966.79Cr
    Bandhan Emerging Businesses Fund Direct Growth
    ₹ 44.56
    2.04%
    2.73%
    Very High Risk
    ₹9,516.16Cr
    Bandhan Hybrid Equity Fund Direct Plan Growth
    ₹ 27.32
    3.90%
    4.15%
    Very High Risk
    ₹818.76Cr
    Bandhan Core Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 144.18
    • Fund Size₹7,966.79Cr
    Fund Return4.02%
    Category Return4.72%
    Bandhan Emerging Businesses Fund Direct Growth
    Very High Risk
    • NAV₹ 44.56
    • Fund Size₹9,516.16Cr
    Fund Return2.04%
    Category Return2.73%
    Bandhan Hybrid Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 27.32
    • Fund Size₹818.76Cr
    Fund Return3.90%
    Category Return4.15%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Kirthi Jain
    Kirthi Jain
    i
    Lead Fund Manager.
    Dec 2, 2024 - Present
    • Schemes managed2
    • Total AUM₹ 11,201.39 Cr
    • Highest Return In 1 Yr12.36 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Bandhan Emerging Businesses Fund Direct Growth
    ₹ 44.56
    2.04%
    2.73%
    Very High Risk
    ₹9,516.16Cr
    Bandhan Focused Equity Fund - Direct Plan - Growth
    ₹ 95.75
    5.14%
    4.62%
    Very High Risk
    ₹1,685.24Cr
    Bandhan Emerging Businesses Fund Direct Growth
    Very High Risk
    • NAV₹ 44.56
    • Fund Size₹9,516.16Cr
    Fund Return2.04%
    Category Return2.73%
    Bandhan Focused Equity Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 95.75
    • Fund Size₹1,685.24Cr
    Fund Return5.14%
    Category Return4.62%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rahul Agarwal
    Rahul Agarwal
    i
    Lead Fund Manager.
    Dec 2, 2024 - Present
    • Schemes managed2
    • Total AUM₹ 9,652.03 Cr
    • Highest Return In 1 Yr12.36 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Bandhan Core Equity Fund Direct Plan Growth
    ₹ 144.18
    4.02%
    4.72%
    Very High Risk
    ₹7,966.79Cr
    Bandhan Focused Equity Fund - Direct Plan - Growth
    ₹ 95.75
    5.14%
    4.62%
    Very High Risk
    ₹1,685.24Cr
    Bandhan Core Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 144.18
    • Fund Size₹7,966.79Cr
    Fund Return4.02%
    Category Return4.72%
    Bandhan Focused Equity Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 95.75
    • Fund Size₹1,685.24Cr
    Fund Return5.14%
    Category Return4.62%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2025
    EQUITY (89.14%)
    DEBT (-%)
    CASH (10.86%)
    Allocation by Market Cap
    Large Cap(53.28%)
    Mid Cap(22.39%)
    Small Cap(13.46%)
    Industry Holdings
    • Banks Regional17.83%
    • Drug Manufacturers Specialty Generic8.07%
    • Information Technology Services7.88%
    • Real Estate Diversified5.55%
    • Software Infrastructure5.01%
    • Credit Services4.82%
    Stock Holdings
    • HDFC Bank Ltd7.39%
    • ICICI Bank Ltd6.42%
    • Prestige Estates Projects Ltd4.95%
    • Reliance Industries Ltd4.29%
    • Infosys Ltd4.10%
    • Varun Beverages Ltd4.06%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      3.25
      This Fund
      VS
      1.11
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      78.56
      This Fund
      VS
      88.07
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.92
      This Fund
      VS
      0.91
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.74
      This Fund
      VS
      0.65
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.25
      This Fund
      VS
      1.09
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      15.33
      This Fund
      VS
      14.41
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Bandhan Asset Management Company Limited
    Bandhan Asset Management Company Limited manages assets worth ₹ 1,62,818.87 crores. It’s current offering of mutual fund schemes includes 31 equity, 28 debt and 10 hybrid schemes.
    phone icon
    Phone
    022-66289999
    mail icon
    Email
    investormf@bandhanamc.com
    aum
    AUM
    ₹ 1,62,818.87 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    6th Floor, 841, One World Center Mumbai,400013

    bt_logoFAQ's

    What is the category of Bandhan Focused Equity Fund - Direct Plan - Growth ?
    The category of Bandhan Focused Equity Fund - Direct Plan - Growth is Equity - Focused Fund
    What is the current NAV of Bandhan Focused Equity Fund - Direct Plan - Growth ?
    The current NAV of Bandhan Focused Equity Fund - Direct Plan - Growth as on May 06, 2025 is ₹95.75
    How safe is Bandhan Focused Equity Fund - Direct Plan - Growth ?
    The risk level of Bandhan Focused Equity Fund - Direct Plan - Growth is Very High.
    What are short term returns given by Bandhan Focused Equity Fund - Direct Plan - Growth ?
    The return given by Bandhan Focused Equity Fund - Direct Plan - Growth in 1 month is 5.14%, 3 months is -2.02%, 6 months is -5.11%, and 1 year is 12.36%
    What are the long term returns given by Bandhan Focused Equity Fund - Direct Plan - Growth ?
    The return given by Bandhan Focused Equity Fund - Direct Plan - Growth in 3 years is 19.81% and 5 years is 23.05%.
    What is the expense ratio of Bandhan Focused Equity Fund - Direct Plan - Growth ?
    The expense ratio of Bandhan Focused Equity Fund - Direct Plan - Growth is 0.91%
    What is the AUM of Bandhan Focused Equity Fund - Direct Plan - Growth ?
    The assets under Management (AUM) of Bandhan Focused Equity Fund - Direct Plan - Growth is Rs 1,685.24 crores.
    What is the minimum investment in Bandhan Focused Equity Fund - Direct Plan - Growth ?
    The minimum Lumpsum investment in Bandhan Focused Equity Fund - Direct Plan - Growth is ₹1,000.00 and the minimum SIP investment in Bandhan Focused Equity Fund - Direct Plan - Growth is ₹100.00
    What is the asset allocation of Bandhan Focused Equity Fund - Direct Plan - Growth?
    Bandhan Focused Equity Fund - Direct Plan - Growth has an exposure of 89.14% in Equity and 10.86% in Cash & Money Market Securities

    bt_logoCALCULATORS

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