Recently Viewed
Clear All

Bandhan Focused Equity Fund - Regular Plan

download factsheet Factsheet

Value Research Rating

2 star

Analyst’s Choice

premium-user

Riskometer

fund-quick-summary-circle

Very High

₹63.6070 0.45%

As on 01-Dec-2023

Investment Strategy

The scheme aims to generate capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 stocks.

Returns

This fund's returns are currently better than the category average.

This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More

to

Calculate SIP Returns of Bandhan Focused Equity Fund - Regular Plan

Upfront Investment

₹

Monthly SIP Amount

₹

Investment Duration

years
More Details about Returns arrow

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

More Details about Risk arrow

Suitability

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

Portfolio of Bandhan Focused Equity Fund - Regular Plan

This fund's portfolio is largely conservative

This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More

Asset Allocation

Split between different types of investments

Market Cap Weightage

Split between categories of Equity investments

Portfolio Breakdown arrow

Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Peer Comparison

This fund compares better than its peers in most aspects.

Detailed Comparison arrow

Other details of Bandhan Focused Equity Fund - Regular Plan

Assets info

₹1,291 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

100

Min. No of Cheques

6

More Details arrow

Latest news on Bandhan Focused Equity Fund - Regular Plan

minimum-purchase-amount-for-schemes-in-idfc-mutual-fund-is-to-be-reduced-to-rs-1000

Minimum Purchase Amount for Schemes in IDFC Mutual Fund is to be Reduced to Rs 1000/-

1 min read•By News Desk

dividend-declared-in-idfc-mutual-fund

Dividend Declared in IDFC Mutual Fund

1 min read

exit-load-change-in-schemes-of-idfc-mutual-fund

Exit Load change in Schemes of IDFC Mutual Fund

1 min read

benchmark-change-in-schemes-of-idfc-mutual-fund

Benchmark change in schemes of IDFC Mutual Fund

1 min read

All News arrow

FAQ for Bandhan Focused Equity Fund - Regular Plan

Bandhan Focused Equity Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Since it follows a focused investment strategy, it limits the number of stocks in its portfolio to a maximum of 30. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.

Mutual funds can be bought directly from the website of the fund house. For instance, Bandhan Focused Equity Fund - Regular Plan fund can be purchased from the website of Bandhan Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Bandhan Focused Equity Fund - Regular Plan is ₹63.6070 as of 04-Dec-2023.

The AUM of Bandhan Focused Equity Fund - Regular Plan Fund is ₹1,291 Cr as of 31-Oct-2023

The riskometer level of Bandhan Focused Equity Fund - Regular Plan is Very High. See More

As of 31-Oct-2023, Bandhan Focused Equity Fund - Regular Plan had invested 97.54% in Equity, 2.44% in Cash & Cash Eq. and 0.02% in Debt See More

Bandhan Focused Equity Fund - Regular Plan is 17 years 8 months old. It has delivered 11.00% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
16.98%
13.99%
12.31%
13.29%
12.19%
11.00%

No, There is no lock in period in Bandhan Focused Equity Fund - Regular Plan.

The expense ratio of Bandhan Focused Equity Fund - Regular Plan is 2.13.

Portfolio Plannerpremium-lock

Ready-to-go investment options matched to different needs
portfolio-planner-icon

Fund Screener

Filter for funds based on your criteria.
funds-selector-icon

Fund Compare

Detailed comparison of up to 5 funds across various metrics.
funds-compare-icon

Mutual Fund Calculator

Find out the SIP returns of any fund for any time period.
sip-return-calc-icon

Best Mutual Funds

List of funds rated highly by Value Research.
top-rated-funds-icon

SIP Calculator

Calculate how much you can accumulate with your monthly savings.
wealth-selector-icon
See All Tools right-arrow

Demystifying Mutual Funds.

At Value Research, we believe it's best to understand investments before diving in. And since 1990, we've been doing exactly that – helping & guiding lakhs of Indians with their investing journey. Join the journey.

Sign Up for Free
demystifying-mutual-fund

What can Value Research do for you?

solidify-your-fundamentals
Solidify your fundamentals

Learn the principles, mindset and tools you need to become a successful Mutual Fund and Stock investor from the masters who have been doing this for decades.

track-all-your-investments
Track all your investments

Use India's most advanced investment tracker to track, analyse and get updates and insights on your investments.

get-guidance-from-our-experts
Get guidance from our experts

Get an analysis of your portfolio along with actionable, general tips and insights, guidance on where to invest based on your goals, and experts' opinions on individual Mutual Funds and Stocks.

get-access-to-exclusive-analytics
Get access to exclusive analytics

Value Research offers the most advanced and detailed data & analytics available on Mutual Funds and Stocks. Sign up and unlock the power yourself.

Explore All Features page-redirect-arrow

Explore it yourself, for free

Sign up and get access to:

Unlimited access to advice from India's top experts

The most comprehensive analysis of funds and stocks in India

A holistic portfolio manager to help track all your investments easily

And much more, like guides, tools, webinars, videos and eBooks.

Sign Up for Free
Invest Online