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 Small Cap Fund Equity Small Cap Fund |
Very High |
32.76% |
₹10,244.10 cr. |
||
|
Bandhan Small Cap Fund Direct Plan IDCW Payout Equity Small Cap Fund |
Very High |
32.64% |
₹10,244.10 cr. |
||
|
Bandhan Infrastructure Fund Equity Sectoral / Thematic |
Very High |
32.3% |
₹1,577.17 cr. |
||
|
Bandhan Infrastructure Fund Direct Plan IDCW Payout Equity Sectoral / Thematic |
Very High |
32.29% |
₹1,577.17 cr. |
||
|
Bandhan Infrastructure Fund Direct Plan IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
32.29% |
₹1,577.17 cr. |
||
|
Bandhan Core Equity Fund Equity Large & Mid Cap Fund |
Very High |
28.21% |
₹8,408.32 cr. |
||
|
Bandhan Core Equity Fund Direct Plan IDCW Payout Equity Large & Mid Cap Fund |
Very High |
28.17% |
₹8,408.32 cr. |
||
|
Bandhan Core Equity Fund Direct Plan IDCW Reinvestment Equity Large & Mid Cap Fund |
Very High |
28.17% |
₹8,408.32 cr. |
||
|
Bandhan US Equity Fund of Fund Other FoFs Overseas |
Very High |
24.13% |
₹291.37 cr. |
||
|
Bandhan US Equity Fund of Fund IDCW Direct Plan Payout Other FoFs Overseas |
Very High |
24.13% |
₹291.37 cr. |
||
|
Bandhan US Equity Fund of Fund IDCW Direct Plan Reinvestment Other FoFs Overseas |
Very High |
24.13% |
₹291.37 cr. |
||
|
Bandhan Multi Cap Fund IDCW Direct Plan Payout Equity Multi Cap Fund |
Very High |
22.72% |
₹2,500.29 cr. |
||
|
Bandhan Multi Cap Fund IDCW Direct Plan Reinvestment Equity Multi Cap Fund |
Very High |
22.72% |
₹2,500.29 cr. |
||
|
Bandhan Multi Cap Fund Equity Multi Cap Fund |
Very High |
22.28% |
₹2,500.29 cr. |
||
|
Bandhan Focused Equity Fund Equity Focused Fund |
Very High |
21.75% |
₹1,764.02 cr. |
||
|
Bandhan Focused Equity Fund Direct Plan IDCW Payout Equity Focused Fund |
Very High |
21.67% |
₹1,764.02 cr. |
||
|
Bandhan Focused Equity Fund Direct Plan IDCW Reinvestment Equity Focused Fund |
Very High |
21.67% |
₹1,764.02 cr. |
||
|
Bandhan Sterling Value Fund Equity Value Fund |
Very High |
21.42% |
₹9,773.98 cr. |
||
|
Bandhan Sterling Value Fund Direct Plan IDCW Payout Equity Value Fund |
Very High |
21.41% |
₹9,773.98 cr. |
||
|
Bandhan Sterling Value Fund Direct Plan IDCW Reinvestment Equity Value Fund |
Very High |
21.41% |
₹9,773.98 cr. |
||
|
Bandhan Large Cap Fund Equity Large Cap Fund |
Very High |
20.21% |
₹1,828.46 cr. |
||
|
Bandhan Large Cap Fund Direct Plan IDCW Payout Equity Large Cap Fund |
Very High |
20.19% |
₹1,828.46 cr. |
||
|
Bandhan Large Cap Fund Direct Plan IDCW Reinvestment Equity Large Cap Fund |
Very High |
20.19% |
₹1,828.46 cr. |
||
|
Bandhan Flexi Cap Fund Equity Flexi Cap Fund |
Very High |
19.59% |
₹7,178.75 cr. |
||
|
Bandhan Flexi Cap Fund Direct Plan IDCW Reinvestment Equity Flexi Cap Fund |
Very High |
19.46% |
₹7,178.75 cr. |
||
|
Bandhan Flexi Cap Fund Direct Plan IDCW Payout Equity Flexi Cap Fund |
Very High |
19.46% |
₹7,178.75 cr. |
||
|
Bandhan ELSS Tax Saver Fund Equity ELSS |
Very High |
19.18% |
₹6,806.11 cr. |
||
|
Bandhan ELSS Tax Saver Fund Direct Plan IDCW Payout Equity ELSS |
Very High |
18.84% |
₹6,806.11 cr. |
||
|
Bandhan ELSS Tax Saver Fund Direct Plan IDCW Reinvestment Equity ELSS |
Very High |
18.84% |
₹6,806.11 cr. |
||
|
Bandhan Aggressive Hybrid Fund Hybrid Aggressive Hybrid Fund |
Very High |
17.89% |
₹846.25 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 | Vijayalaxmi Khatri |
| Investor Service Officer | Ms. Neeta Singh |
HJ
Harshal Joshi
Fund Manager since Apr 2022 (3 years)
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Harshal Joshi did his M.Com from Mumbai University. He worked at ICAP India Pvt Ltd and IDFC Mutual Fund before joining Bandhan Mutual Fund as a Fund Manager.
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.
MG
Manish Gunwani
Fund Manager since Apr 2024 (1 year)
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Manish Gunwani did his PGDCM in Finance from Indian Institute of Management, Bangalore. He worked at Prime Securities, Vicisoft Technologies, ICICI Prudential AMC Ltd and Reliance Nippon Life Asset Management before joining IDFC Mutual Fund.
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.
| Schemes | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1-Yr Return (%) |
| Bandhan Small Cap Fund | Small Cap Fund | 9,236.21 | 26.87 | 11.81 |
| Bandhan Infrastructure Fund | Sectoral/Thematic | 1,640.82 | 25.6 | 2.01 |
| Bandhan Core Equity Fund | Large & Mid Cap Fund | 7,574.37 | 22.77 | 8.28 |
| Bandhan US Equity Fund of Fund | Fund of Funds | 362.04 | 21.71 | 23.92 |
| Bandhan Multicap Fund | Multi Cap Fund | 2,365.16 | 17.91 | 3.54 |
| Bandhan Sterling Value Fund | Value Fund | 9,587.46 | 17.87 | 2.14 |
| Bandhan Focused Equity Fund | Focused Fund | 1,717.34 | 15.84 | 9.88 |
| Bandhan ELSS Tax saver Fund | ELSS | 6,620.13 | 15.24 | 0.31 |
| Bandhan Large Cap Fund | Large Cap Fund | 1,726.24 | 13.34 | 3.47 |
| Bandhan Hybrid Equity Fund | Aggressive Hybrid Fund | 786.07 | 13.11 | 7.73 |
Note: All data is as of February 27, 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) among Bandhan Mutual Funds over the past 3 years.
A small-cap fund that focuses on companies with high growth potential in emerging industries, this scheme aims for aggressive capital appreciation. Small-cap funds are ideal for investors willing to take higher risks in exchange for higher long-term returns. With an AUM of ₹9,236.21 crore, it has delivered 26.87% returns over 3 years and 11.81% over one year. The expense ratio of 0.45% makes it a cost-effective choice for growth-focused investors.
This is a sectoral/thematic fund that specifically invests in infrastructure-related businesses, including construction, transportation, and energy. These funds are cyclical and dependent on economic and policy changes but offer high returns during industry booms. The fund has an AUM of ₹1,640.82 crore, with 3-year returns of 25.6% and one-year return of 2.01%. The expense ratio is 0.85%, which reflects the active management needed in sector-specific investments.
As a large and mid-cap fund, this scheme invests in well-established large-cap companies for stability while allocating a portion to mid-cap stocks for growth. This combination offers balanced risk and return. The fund has an AUM of ₹7,574.37 crore, with 3-year returns of 22.77% and one-year returns of 8.28%. The expense ratio of 0.6% makes it a reasonably priced option for investors looking for both stability and moderate growth.
This fund of funds (FoF) provides international exposure by investing in US equity markets, focusing on globally established companies. Such funds help diversify risks and tap into opportunities beyond domestic markets. The fund has an AUM of ₹362.04 crore, with 3-year returns of 21.71% and one-year return of 23.92%. The expense ratio of 0.8% makes it a fair choice for global diversification.
A multi-cap fund, this scheme invests across large, mid, and small-cap stocks, allowing flexibility in portfolio allocation based on market conditions. This diversification provides a balanced risk-reward ratio. The fund has an AUM of ₹2,365.16 crore, with 3-year returns of 17.91% and one-year return of 3.54%. The expense ratio of 0.61% ensures affordability while maintaining an active strategy.
As a value fund, this scheme focuses on undervalued stocks with strong fundamentals, aiming for capital appreciation as their market prices catch up. These funds are ideal for investors with a long-term perspective. The fund has an AUM of ₹9,587.46 crore, delivering 3-year returns of 17.87% and one-year return of 2.14%. The expense ratio of 0.71% makes it a reasonably priced choice for value investors.
This is a focused fund, meaning it holds a concentrated portfolio of high-conviction stocks, typically limited to 30 or fewer companies. These funds can offer strong returns but come with higher risks due to limited diversification. The fund has an AUM of ₹1,717.34 crore, generating 3-year returns of 15.84% and one-year return of 9.88%. The expense ratio of 0.84% reflects the intensive research and selection process behind its focused strategy.
An Equity-Linked Savings Scheme (ELSS), this fund offers tax benefits under Section 80C, making it an attractive choice for tax-saving investors. ELSS funds come with a three-year lock-in period but provide equity-like returns over the long term. The fund has an AUM of ₹6,620.13 crore, with 3-year returns of 15.24% and one-year return of 0.31%. The expense ratio of 0.67% keeps it competitive among tax-saving options.
This large-cap fund invests primarily in well-established, blue-chip companies, ensuring stability and steady returns. Large-cap funds are best suited for conservative investors looking for consistent growth with lower volatility. The fund has an AUM of ₹1,726.24 crore, offering 3-year returns of 13.34% and one-year return of 3.47%. The expense ratio of 0.93% accounts for active management of high-quality large-cap stocks.
An aggressive hybrid fund, this scheme invests in both equities and debt instruments, balancing risk and stability. These funds are suitable for investors looking for equity exposure with reduced volatility. The fund has an AUM of ₹786.07 crore, delivering 3-year returns of 13.11% and one-year return of 7.73%. The expense ratio of 1.03% reflects the dual asset allocation strategy, making it a well-diversified choice.
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