Bandhan Business Cycle Fund - Regular Plan - IDCW
Expense Ratio: 2.08
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 10-09-2024
Exit Load: Nil
Fund Size:₹1,474.55 Cr
Performance
1Y
Fund-6.43%
Cat. Avg.N/A
2Y
Fund-2.55%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-2.55%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Axis Bank Limited | 62.90 | 5.23% |
| 2 | HDFC Bank Limited | 60.14 | 5.01% |
| 3 | ICICI Bank Limited | 51.40 | 4.28% |
| 4 | Reliance Industries Limited | 50.39 | 4.19% |
| 5 | Bharti Airtel Limited | 41.57 | 3.46% |
| 6 | Bajaj Finance Limited | 39.65 | 3.30% |
| 7 | Larsen & Toubro Limited | 37.75 | 3.14% |
| 8 | NTPC Limited | 34.81 | 2.90% |
| 9 | One 97 Communications Limited | 33.27 | 2.77% |
| 10 | State Bank of India | 29.06 | 2.42% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58776 | -2.0% | -4.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.18 L. | -1.6% | -1.6% |
| SI | 07 Oct, 24 | 1.25 L. | 1.23 L. | -1.7% | -1.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 93568 | -6.4% | -6.4% |
| 2Y | 16 Oct, 24 | 1 L. | 94971 | -5.0% | -2.5% |
| SI | 01 Oct, 24 | 1 L. | 94857 | -5.1% | -2.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.