Bandhan Equity Savings Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.9%
Sharpe Ratio-0.27
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bandhan Money Manager Dir GrUtilities7.64%
Bharti Airtel LtdServices4.49%
ICICI Bank LtdFinancial Services4.08%
Reliance Industries LtdEnergy & Infra3.97%
Bajaj Finance LtdFinancial Services3.54%
HDFC Bank LtdFinancial Services3.38%
Axis Bank LtdFinancial Services3.31%
Kotak Mahindra Bank LtdFinancial Services3.25%
08.28 GJ Sdl 2029Utilities3.06%
State Bank of IndiaFinancial Services2.96%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.1%
Exit Load0.25
Regulatory & Tax Information
INF194K01581
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)