Bandhan Business Cycle Fund - Regular Plan - IDCW
Invest Now
Fund Manager: Mr. Vishal Biraia, Ms. Ritika Behera, Mr. Brijesh Shah |
Equity: Thematic-Business-Cycle |
NIFTY 500 TRI
NAV as on 09-01-2026
AUM as on
Rtn ( Since Inception )
0.15%
Inception Date
Sep 30, 2024
Expense Ratio
2.08%
Fund Status
Open Ended Scheme
Min. Investment
1,000
Min. Topup
1,000
Min. SIP Amount
100
Risk Status
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.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | -0.22 | -0.99 | 4.61 | 0.0 | 0.0 | 0.0 |
| NIFTY 500 TRI | 2.6 | 0.89 | 7.58 | 16.79 | 15.88 | 15.09 |
| Equity: Thematic-Business-Cycle | -0.55 | -1.29 | 2.26 | 17.1 | 18.5 | 13.52 |
| Rank within Category | ||||||
| Number of Funds within Category |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Bandhan Business Cycle Fund - Regular Plan - IDCW | 150.82 | 2.08 | 4.61 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Business Cycle Fund Growth | 1,568.68 | 1.69 | 15.94 | 22.53 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 129.9 | 2.1 | 7.82 | 0.0 | 0.0 | 0.0 |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 180.22 | 2.13 | 5.02 | 14.23 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund - Regular Plan - Growth | 150.82 | 2.08 | 4.61 | 0.0 | 0.0 | 0.0 |
| DSP Business Cycle Fund - Regular - Growth | 119.1 | 2.14 | 4.03 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Fund - Regular Plan - Growth Option | 55.39 | 2.45 | 3.59 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund - Regular Plan - Growth | 227.27 | 2.03 | 3.53 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 306.4 | 1.92 | 3.51 | 17.37 | 0.0 | 0.0 |
| HDFC Business Cycle Fund - Growth Option | 292.87 | 1.98 | 2.72 | 13.85 | 0.0 | 0.0 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -1.65 |
| NIFTY 500 TRI | 5.12 | 37.65 | -2.14 | 8.97 | 17.89 | 31.6 | 4.25 | 26.91 | 16.24 | -0.8 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Fund Multiplier
Riskometer
Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
|---|