Bandhan Mutual Fund is a new entrant in the Indian mutual fund industry with a focus on providing affordable and accessible investment options to retail investors. Read More
|
Fund Name
|
Ratings
 |
Risk
|
3Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
Bandhan Infrastructure Fund Direct Plan IDCW Payout Equity Sectoral / Thematic |
Very High |
36.75% |
₹1,171.09 cr. |
||
|
Bandhan Infrastructure Fund Direct Plan IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
36.75% |
₹1,171.09 cr. |
||
|
Bandhan Infrastructure Fund Direct Plan Growth Equity Sectoral / Thematic |
Very High |
36.72% |
₹1,171.09 cr. |
||
|
Bandhan Small Cap Fund Direct Plan Growth Equity Small Cap Fund |
Very High |
29.64% |
₹4,994.19 cr. |
||
|
Bandhan Small Cap Fund Direct Plan IDCW Payout Equity Small Cap Fund |
Very High |
29.5% |
₹4,994.19 cr. |
||
|
Bandhan Core Equity Fund Direct Plan Growth Equity Large & Mid Cap Fund |
Very High |
26.29% |
₹4,394.78 cr. |
||
|
Bandhan Core Equity Fund Direct Plan IDCW Payout Equity Large & Mid Cap Fund |
Very High |
26.24% |
₹4,394.78 cr. |
||
|
Bandhan Core Equity Fund Direct Plan IDCW Reinvestment Equity Large & Mid Cap Fund |
Very High |
26.24% |
₹4,394.78 cr. |
||
|
Bandhan Sterling Value Fund Direct Plan Growth Equity Value Fund |
Very High |
25.52% |
₹8,943.61 cr. |
||
|
Bandhan Sterling Value Fund Direct Plan IDCW Payout Equity Value Fund |
Very High |
25.52% |
₹8,943.61 cr. |
||
|
Bandhan Sterling Value Fund Direct Plan IDCW Reinvestment Equity Value Fund |
Very High |
25.52% |
₹8,943.61 cr. |
||
|
Bandhan ELSS Tax Saver Fund Direct Plan Growth Equity ELSS |
Very High |
21.09% |
₹6,432.29 cr. |
||
|
Bandhan ELSS Tax Saver Fund Direct Plan IDCW Payout Equity ELSS |
Very High |
18.12% |
₹6,432.29 cr. |
||
|
Bandhan ELSS Tax Saver Fund Direct Plan IDCW Reinvestment Equity ELSS |
Very High |
18.12% |
₹6,432.29 cr. |
||
|
Bandhan Large Cap Fund Direct Plan Growth Equity Large Cap Fund |
Very High |
18.02% |
₹1,396.11 cr. |
||
|
Bandhan Large Cap Fund Direct Plan IDCW Payout Equity Large Cap Fund |
Very High |
18.01% |
₹1,396.11 cr. |
||
|
Bandhan Large Cap Fund Direct Plan IDCW Reinvestment Equity Large Cap Fund |
Very High |
18.01% |
₹1,396.11 cr. |
||
|
Bandhan Flexi Cap Fund Direct Plan Growth Equity Flexi Cap Fund |
Very High |
17.62% |
₹7,004.20 cr. |
||
|
Bandhan Flexi Cap Fund Direct Plan IDCW Reinvestment Equity Flexi Cap Fund |
Very High |
17.5% |
₹7,004.20 cr. |
||
|
Bandhan Flexi Cap Fund Direct Plan IDCW Payout Equity Flexi Cap Fund |
Very High |
17.5% |
₹7,004.20 cr. |
||
|
Bandhan Focused Equity Fund Direct Plan Growth Equity Focused Fund |
Very High |
16.2% |
₹1,542.62 cr. |
||
|
Bandhan Focused Equity Fund Direct Plan IDCW Payout Equity Focused Fund |
Very High |
16.14% |
₹1,542.62 cr. |
||
|
Bandhan Focused Equity Fund Direct Plan IDCW Reinvestment Equity Focused Fund |
Very High |
16.14% |
₹1,542.62 cr. |
||
|
Bandhan Nifty 50 Index Fund Direct Plan IDCW Payout Other Index Fund |
Very High |
15.25% |
₹1,219.39 cr. |
||
|
Bandhan Nifty 50 Index Fund Direct Plan IDCW Reinvestment Other Index Fund |
Very High |
15.25% |
₹1,219.39 cr. |
||
|
Bandhan Nifty 50 Index Fund Direct Plan Growth Other Index Fund |
Very High |
15.25% |
₹1,219.39 cr. |
||
|
Bandhan Hybrid Equity Fund Direct Plan Growth Hybrid Aggressive Hybrid Fund |
Very High |
15.03% |
₹693.61 cr. |
||
|
Bandhan Hybrid Equity Fund Direct Plan IDCW Payout Hybrid Aggressive Hybrid Fund |
Very High |
14.95% |
₹693.61 cr. |
||
|
Bandhan Hybrid Equity Fund Direct Plan IDCW Reinvestment Hybrid Aggressive Hybrid Fund |
Very High |
14.95% |
₹693.61 cr. |
||
|
Bandhan Asset Allocation Fund of Fund Aggressive Direct Plan Growth Other FoFs Domestic |
High |
13.92% |
₹17.98 cr. |
Before being named Bandhan Mutual Fund, the AMC was named IDFC Mutual Fund and its parent company was IDFC Ltd.
Established in 2000, IDFC Mutual Fund was one of the largest Mutual Fund houses in India. By AUM or Assets Under Management, it was in the list of the 10 largest players in the sector – with more than ₹1.16 lakh crore as AUM as of March 2022. The corporation had been growing to cover most of the domestic market with regional headquarters across the Central and Eastern parts of India, where the economic growth rate is higher and more investment is needed.
The fund house has 52 primary mutual fund schemes of which, 15 are debt schemes, 12 are equity schemes, 5 are hybrid schemes, and 10 from other categories.
In April 2022, a consortium including Bandhan Financial Holding (60%), ChrysCapital (20%), and Singapore’s sovereign fund GIC (20%) began the process of acquiring IDFC Asset Management Company, after which IDFC Mutual Fund was rebranded as Bandhan Mutual Fund (in March 2023)
| AMC Founding Date (of IDFC Mutual Fund) | 13th March 2000 |
| AMC Incorporation Date (of IDFC Mutual Fund) | 20th December 1999 |
| Trustee Company | Bandhan Mutual Fund Trustee Ltd. |
| MD and CEO | Mr. Vishal Kapoor |
| Compliance Officer | Additi Bharadwaj |
AB
Anoop Bhaskar
Fund Manager since Feb 2020 (4 years)
AK
Arpit Kapoor
Fund Manager since Mar 2017 (7 years)
View Details
Arpit Kapoor did his MBA from Indian Institute of Management, Kozhikode. He worked at various firms including UTI Mutual Fund before joining IDFC Asset Management.
SA
Sumit Agrawal
Fund Manager since Jul 2023 (1 year)
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Mr Sumit Agrawal is currently Fund Manager of Equities at Bandhan Mutual Fund. He worked at IDFC AMC since October 2016. Before joining IDFC AMC, he worked with Mirae Asset Mutual Fund, as Fund Manager in Equities. Before that, he worked at Axis Capital as Vice President - Research Analyst and before that, at JP Morgan India Services Pvt. Ltd. as Team Leader & Research Analyst – Investment Banking. He got a PGDM in Finance from SCMHRD, as well as CFA and Company Secretary degrees.
SR
Sachin Relekar
Fund Manager since Jul 2022 (2 years)
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Sachin Relekar did his MMS, Finance from Jamnalal Bajaj Institute of Management Studies (JBIMS). He worked at TATA Mutual Fund and LIC Mutual Fund before joining IDFC Mutual Fund.
DP
Daylynn Pinto
Fund Manager since Oct 2022 (2 years)
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Mr. Pinto has been associated with IDFC AMC, now under Bandhan Mutual Fund, since October 2016. Before joining IDFC AMC, he had worked with UTI Asset Management Company Ltd as Fund Manager. He holds a Post Graduate Diploma in Management (PGDM) and Bachelor’s degree in Commerce.
Investing in the Bandhan Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps:
Step 1: Log in to your Angel One account by entering your mobile number and validating the OTP. Enter your MPIN thereafter in order to finish the login.
Note:In case you do not have an account with Angel One already, you can open a demat account with us in under a few minutes by submitting the necessary documents.
Step 2: Assess which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to do at this stage are:
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.
Investing in Bandhan Mutual Fund through Angel One is a hassle-free experience, thanks to our seamless and fully digital KYC process. To complete your KYC, you’ll need to provide the following essential documents:
Angel One simplifies the KYC verification, ensuring quick and efficient access to Bandhan Mutual Funds for both new and returning investors. With our user-friendly platform, your financial goals are well within reach. Your KYC process will be completed in just 48-72 business hours, allowing you to start your mutual fund journey without delay.
| Name of the Fund | Sub Category | AUM (₹in crore) | Minimum Investment (₹) | CAGR 3Y (%) | CAGR 5Y (%) |
| Bandhan Infrastructure Fund | Sectoral Fund – Infrastructure | 767.99 | 1000 | 42.21 | 19.16 |
| Bandhan Sterling Value Fund | Value Fund | 6649.65 | 1000 | 36.99 | 19.35 |
| Bandhan Emerging Businesses Fund | Small Cap Fund | 2014.27 | 100 | 33.35 | – |
| Bandhan Tax Advt(ELSS) Fund | Equity Linked Savings Scheme (ELSS) | 5073.13 | 500 | 31.51 | 18.88 |
| Bandhan Core Equity Fund | Large & Mid Cap Fund | 2846.58 | 100 | 27.95 | 16.99 |
| Bandhan Flexi Cap Fund | Flexi Cap Fund | 6120.08 | 100 | 21.69 | 12.77 |
| Bandhan Nifty 50 Index Fund | Index Fund | 867.37 | 100 | 20.74 | 13.64 |
| Bandhan Hybrid Equity Fund | Aggressive Hybrid Fund | 615.18 | 100 | 19.77 | 13.27 |
| Bandhan Large Cap Fund | Large Cap Fund | 1149.11 | 1000 | 18.85 | 13.55 |
| Bandhan Focused Equity Fund | Focused Fund | 1332.2 | 1000 | 16.68 | 12.3 |
**All data as on October 4, 2023.
Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
This fund operates as a Sectoral Fund with a focus on infrastructure. It manages assets worth ₹767.99 crore and has an expense ratio of 1.2%. Over the past 3 years, it has demonstrated a Compound Annual Growth Rate (CAGR) of 42.21%. To start investing in this fund, a minimum of ₹1000 is required. Bandhan Infrastructure Fund primarily invests in infrastructure-related assets, contributing to its growth.
The Bandhan Sterling Value Fund follows a Value Fund strategy and manages assets totalling ₹6649.65 crore with an expense ratio of 0.72%. Over the last 3 years, it has achieved a CAGR of 36.99%. This fund aims to invest in undervalued assets, seeking long-term growth. The minimum investment amount for this fund is ₹1000.
This fund operates as a Small Cap Fund with an Asset Under Management (AUM) of ₹2014.27 crore and an expense ratio of 0.55%. It has delivered a CAGR of 33.35% over the past 3 years. The Bandhan Emerging Businesses Fund focuses on small-cap stocks and companies with high growth potential. A minimum investment of ₹100 is required to participate in this fund.
As an Equity Linked Savings Scheme (ELSS), this fund manages assets worth ₹5073.13 crore, with an expense ratio of 0.63%. Over a 3-year period, it has achieved a CAGR of 31.51%. The Bandhan Tax Advt (ELSS) Fund offers tax benefits under Section 80C of the Income Tax Act. The minimum investment amount is ₹500.
Operating as a Large & Mid Cap Fund, this fund manages assets amounting to ₹2846.58 crore with an expense ratio of 0.8%. Over the last 3 years, it has provided a CAGR of 27.95%. The Bandhan Core Equity Fund seeks to invest in both large and mid-cap stocks, providing a balanced approach to growth. A minimum investment of ₹100 is required.
The Bandhan Flexi Cap Fund operates as a Flexi Cap Fund, managing assets worth ₹6120.08 crore and an expense ratio of 1.17%. Over a 3-year period, it has demonstrated a CAGR of 21.69%. This fund offers flexibility in choosing from a variety of asset classes for potential growth. The minimum investment amount for this fund is ₹100.
This fund is classified as an Index Fund and manages assets of ₹867.37 crore with an exceptionally low expense ratio of 0.1%. Over 3 years, it has provided a CAGR of 20.74%. The Bandhan Nifty 50 Index Fund tracks the Nifty 50 index, offering investors a low-cost way to gain exposure to India’s top 50 companies. The minimum investment amount is ₹100.
Operating as an Aggressive Hybrid Fund, this fund manages assets totaling ₹615.18 crore and has an expense ratio of 1.13%. Over the past 3 years, it has achieved a CAGR of 19.77%. The Bandhan Hybrid Equity Fund combines equity and debt investments for a balanced approach to growth. A minimum investment of ₹100 is required.
This Large Cap Fund manages assets amounting to ₹1149.11 crore with an expense ratio of 0.96%. Over the last 3 years, it has provided a CAGR of 18.85%. The Bandhan Large Cap Fund primarily invests in well-established, large-cap stocks for steady growth. The minimum investment amount for this fund is ₹1000.
Operating as a Focused Fund, this fund manages assets totalling ₹1332.2 crore with an expense ratio of 0.83%. Over a 3-year period, it has achieved a CAGR of 16.68%. The Bandhan Focused Equity Fund concentrates on a select number of stocks, aiming for focused growth. A minimum investment of ₹1000 is required.
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