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Bandhan Business Cycle Fund-Reg(G)

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fund 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2024-2025
NAV in Rs (as on 31-Mar-2025)9.15
Net Assets(Rs Crores) (as on 31-Mar-2025) 1587.92
Scheme Returns(%)(Absolute)-8.51
B'mark Returns(%)(Absolute)NA
Category Rank102/119
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2025-202610.82NANANA
2024-2025NANA-2.51-6.15
Top 10 holdings
company (%)
HDFC Bank Ltd.5.25 
Axis Bank Ltd.4.30 
Infosys Ltd.3.10 
Bajaj Finance Ltd.2.74 
Sundaram-Clayton Ltd.2.34 
NTPC Ltd.2.19 
Wockhardt Ltd.2.11 
UPL Ltd.2.08 
Bharti Airtel Ltd.2.03 
Tata Consultancy Services Ltd.2.00 

Category

Thematic Fund

Launch Date

30-Sep-24

Scheme Benchmark

NA

AUM ( in Cr.)

1,683.25

portfolio price to book value

5.01

investing style?

Large Growth

fund manager?

Vishal Biraia,Ritika Behera,Harshal Joshi

inception date (regular plan)

30-Sep-24

expense ratio (regular plan) %

2.05

Top 10 sectors
sectors (%)
Bank - Private15.78
IT - Software8.53
Pharmaceuticals & Drugs6.91
Finance - NBFC6.18
Engineering - Construction6.07
Power Generation/Distribution5.83
Bank - Public2.55
Auto Ancillary2.34
Steel & Iron Products2.22
Construction - Real Estate2.19

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparison with similar schemes
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,683.25NANANANA1.13
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,394.40-4.7939.8828.9016.6812.80
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Growth 30-Dec-20195,581.82-6.1735.9731.07NA24.57
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20006,863.662.9935.0131.2015.8413.59
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021709.152.6030.85NANA20.76
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201928,204.2410.5128.7931.98NA21.98
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,958.21-7.1028.15NANA22.21
Kotak Pioneer Fund-Reg(G)Large-Growth 31-Oct-20192,807.235.9125.2925.97NA22.28
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,588.60-3.3024.2527.1111.8916.67
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009303.25-0.3219.3520.1112.2117.07
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-2019104.284.7517.5819.88NA16.15
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,456.33-5.1314.9419.9811.5115.55
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024943.8114.51NANANA27.76
Bandhan Innovation Fund-Reg(G)Large-Growth 30-Apr-20241,512.0012.83NANANA22.89
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,756.0710.72NANANA10.62
Union Innovation & Opp Fund-Reg(G)Mid-Growth 06-Sep-2023949.454.30NANANA19.46
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,219.78-0.08NANANA24.56
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202412,097.73-0.18NANANA6.58
Samco Active Momentum Fund-Reg(G)Mid-Growth 05-Jul-2023858.50-0.48NANANA20.71
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,564.45-0.68NANANA20.62
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,532.65-2.18NANANA23.89
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,626.20-2.49NANANA18.56
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,307.63-2.52NANANA-1.81
Shriram Multi Sector Rotation Fund-Reg(G)Mid-Growth 09-Dec-2024194.63NANANANA-19.87
LIC MF Manufacturing Fund-Reg(G)Small-Growth 11-Oct-2024881.18NANANANA0.30
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-20241,082.24NANANANA1.85
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024563.50NANANANA-7.30
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,720.43NANANANA-1.82
Motilal Oswal Business Cycle Fund-Reg(G)Small-Growth 27-Aug-20241,910.17NANANANA25.90
SBI Innovative Opportunities Fund-Reg(G)Mid-Growth 20-Aug-20247,367.42NANANANA-3.30
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,839.81NANANANA-9.59
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DISCLAIMER

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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