Bandhan Mutual Fund Files Draft for Healthcare Fund

Bandhan Mutual Fund has filed draft documents with SEBI for the launch of the Bandhan Healthcare Fund. It will be an open-ended equity scheme investing in healthcare, pharmaceuticals, and allied services. The investment objective is to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of companies in these sectors.

Asset Allocation

The scheme will invest a minimum of 80% of its assets in equity and equity-related securities of healthcare, pharma, and allied companies. Up to 20% may be invested in equities outside these sectors or in overseas securities. Debt and money market instruments may account for up to 20% of assets, while REITs and InvITs will be capped at 10%. 

Overseas investment will be limited to $30 million for 6 months from the close of the New Fund Offer (NFO).

Benchmark and Fund Management

The scheme’s performance will be benchmarked against the BSE Healthcare TRI. Fund managers will include Viraj Kulkarni (equity portion), Brijesh Shah (debt portion), and Ritika Behera and Gaurav Satra (overseas portion).

Plans, Options, and Load Structure

2 plans will be offered: Regular and Direct, each with Growth and Income Distribution cum Capital Withdrawal (IDCW) options.

• Exit Load: 0.5% if redeemed within 30 days; nil thereafter.
• Minimum investment: ₹1,000 for lump sum; ₹100 for SIP (minimum 6 instalments).

Liquidity and NAV Disclosure

Units can be purchased or redeemed on any business day at NAV-based prices. NAV will be published on the websites of AMFI, the AMC, and the registrar by 11 p.m. on business days, or by 10 a.m. on the following day if affected by overseas investments.

Read More: Best Mutual Funds for Lump Sum Investments in India for August 2025: SBI PSU Fund, Bandhan Small Cap and More!

Conclusion

The NFO will remain open for a minimum of three working days and not more than 15 days. Units will be priced at ₹10 during the offer period. The scheme will reopen for ongoing subscription and redemption within five business days from the date of allotment.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund  Investments are subject to market risks, read all the related documents carefully before investing.