Bandhan Equity Savings Fund Direct growth

Hybrid • Equity Savings • Direct growth

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Equity Savings

Direct growth

Launched On
01 Jan 2014
12.3 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹35.58
+0.0056% (0.10)
AUM
₹400 Cr
Expense ratio
0.19%
Benchmark
Crisil Equity Savings Index
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 7D

0.25%

If units sold after 7D

0%

Distribution

Market capital

What's in this fund?

Credit Rating
Sectors
Holdings
Financial Services

Financial Services

35.02%
Basic Materials

Basic Materials

14.62%
Consumer Defensive

Consumer Defensive

9.82%
Consumer Cyclical

Consumer Cyclical

9.21%
Healthcare

Healthcare

9.08%

Fund House

Bandhan

Bandhan

Inc: 14 Jul 2000 • Total AUM: ₹1,81,458 Cr • Rank #12
IDFC Mutual Fund started in 2000 which has been acquired by Bandhan Bank, BFHL as its sponsors. The fund house is headed by Vishal Kapoor as the CEO. As of 30 Sep 2022, it has an AUM of 120041.8 crores. It is spread across 375 plus cities.

Fund Managers

Harshal Joshi

Experience: 10.58 yrs • Total AUM: 8,04,758 Cr

Brijesh Shah

Experience: 7.20 yrs • Total AUM: 19,01,165 Cr

Viraj Kulkarni

Experience: 3.78 yrs • Total AUM: 72,518 Cr

Ritika Behera

Experience: 2.51 yrs • Total AUM: 5,40,401 Cr

Gaurav Satra

Experience: 1.85 yrs • Total AUM: 5,40,401 Cr

Kapil Kankonkar

Experience: yrs • Total AUM: 1,12,992 Cr

Risk

Category risk
Low to moderate
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.