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BANDHAN Equity Savings Fund - Regular Plan - Growth
★★★★★ monitor_heart Health Score: 61/100 · AverageBandhan Mutual Fund · Hybrid · Equity Savings
₹32.4
AUM: ₹5,718 Cr
NAV updated 16 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.94%
Exit Load
Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month.
Fund Manager
Anil Bamboli, Vinay Kulkarni, Krishan Daga
Inception
Jan 2013
Benchmark
NIFTY Equity Savings Total Return Index
Sharpe Ratio
-1.12
Std Dev (1Y)
2.43%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.4%
3m
+2.02%
6m
+1.09%
1y
+3.59%
3y
+6.69%
5y
+6.29%
10y
+6.36%
since inception
+6.7%
rate_review TopFund's Take on BANDHAN Equity Savings Fund - Regular Plan - Growth
BANDHAN Equity Savings Fund - Regular Plan - Growth sits in the middle of the pack for Equity Savings funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 61/100.
Cost: At 0.94%, the expense ratio is meaningfully cheaper — about 18% below the Equity Savings category average of 1.14% (based on 151 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.12 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.43% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about BANDHAN Equity Savings Fund - Regular Plan - Growth
The current NAV (Net Asset Value) of BANDHAN Equity Savings Fund - Regular Plan - Growth is ₹32.4. NAV is updated every business day after market close by AMFI.
1Y: 3.59% · 3Y CAGR: 6.69% · 5Y CAGR: 6.29%
The expense ratio is 0.94% per annum — the annual fee deducted from your investment to cover fund management costs.
BANDHAN Equity Savings Fund - Regular Plan - Growth is managed by Anil Bamboli, Vinay Kulkarni, Krishan Daga at Bandhan Mutual Fund.
BANDHAN Equity Savings Fund - Regular Plan - Growth is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, BANDHAN Equity Savings Fund - Regular Plan - Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
The Assets Under Management (AUM) of BANDHAN Equity Savings Fund - Regular Plan - Growth is ₹5,718 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.