Bandhan Mutual Fund

**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.

Bandhan Infrastructure Fund

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.

Bandhan Sterling Value Fund

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.

Bandhan Emerging Businesses Fund

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.

Bandhan Tax Advt(ELSS) 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.

Bandhan Core Equity Fund

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.

Bandhan Flexi Cap Fund

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.

Bandhan Nifty 50 Index Fund

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.

Bandhan Hybrid Equity Fund

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.

Bandhan Large Cap Fund

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.

Bandhan Focused Equity Fund

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.