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Jun 12, 2026


Category Equity
AUM (Cr.) 1,226.70
Exit Load (%) 0.50
Min Inv Lumpsum 1,000
Expense Ratio 4.22
Sharpe Ratio -0.43
Beta Ratio 0.00
Fund Manager Vishal Biraia
Inception Date Sep 30, 2024
Risk Level Very High

Investment Objective

The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. Disclaimer: There is no assurance or guarantee that the scheme`s objectives will be realised.

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Nifty 500 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Bandhan Business Cycle Fund - Regular (G) 2.16 -6.34 -4.13 0 0 -2.92
Benchmark - Nifty 500 TRI -2.86 -5.81 -4.39 12.71 11.36 0
Category Average - BEST EQUITY PERFORMERS 1.56 -0.53 3.16 16.18 13.38 9.55
Category Rank 6/10 3/10 3/10 3/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Helios Financial Services Fund - Regular (IDCW) 11.0800 3.94 -2.38 0.00 0.00 190.72 2.43 5,000.00 invest
Helios Financial Services Fund - Regular (G) 11.0700 3.85 -2.47 0.00 0.00 190.72 2.43 5,000.00 invest
Quant BFSI Fund - Regular (G) 19.7403 3.66 15.49 0.00 0.00 753.02 2.51 5,000.00 invest
Quant BFSI Fund - Regular (IDCW) 19.7388 3.66 15.49 0.00 0.00 753.02 2.51 5,000.00 invest
AXIS Innovation Fund (IDCW) 15.4000 -0.65 -0.36 13.30 10.38 1,176.60 2.18 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Axis Bank May 31, 2026 60.44 5.03 -8.00
Equity-HDFC Bank May 31, 2026 56.40 4.69 -24.53
Equity-Reliance Industr May 31, 2026 46.53 3.87 57.25
Equity-ICICI Bank May 31, 2026 41.35 3.44 34.35
Equity-Bharti Airtel May 31, 2026 41.26 3.43 -3.69
Equity-NTPC May 31, 2026 37.76 3.14 0.25
Equity-Larsen & Toubro May 31, 2026 37.33 3.10 -15.72
Equity-Bajaj Finance May 31, 2026 36.02 3.00 -9.75
Equity-Infosys May 31, 2026 33.85 2.82 -13.04
Equity-One 97 May 31, 2026 32.61 2.71 0.80

latest news

SCHEME DETAILS

AMC Name
Bandhan Mutual Fund
Fund Name
Bandhan Business Cycle Fund - Regular (G)
Contact Person
Vishal Biraia
Registered Address
6th Flr,841 One World Center,Jupitermill,Senapati Bapat Marg,Elphinstone Road(West), Mumbai-400013
Telephone No
022-66289999
Fax No.
022-24215052
Email
investormf:bandhanamc.com
Website
www.bandhanmutual.com