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Bandhan Healthcare Fund - Direct Plan - IDCW
TopFund Score: 49/100 · Weak
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)1.31%
- AUM (15%)₹332 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Bandhan Mutual Fund · Equity · Sectoral
₹11.46
AUM: ₹331 Cr
NAV updated about 9 hours ago
Plan
Direct
Option
Idcw
Risk
Very High
Expense Ratio
1.31%
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Fund Manager
Viraj Kulkarni
Inception
Nov 2025
Benchmark
BSE Healthcare Total Return Index
Sharpe Ratio
0.98
Std Dev (1Y)
12.5%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.58%
3m
+7.17%
6m
+21.18%
1y
—
3y
—
5y
—
10y
—
since inception
+15.04%
TopFund's Take on Bandhan Healthcare Fund - Direct Plan - IDCW
Bandhan Healthcare Fund - Direct Plan - IDCW lags behind most of its peers in the Sectoral category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 49/100.
Cost: At 1.31%, the expense ratio runs 32% above the Sectoral category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.98 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 12.5% is fairly typical for Sectoral funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Bandhan Healthcare Fund - Direct Plan - IDCW
The current NAV (Net Asset Value) of Bandhan Healthcare Fund - Direct Plan - IDCW is ₹11.46. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of Bandhan Healthcare Fund - Direct Plan - IDCW is 1.31% per annum. This is the annual fee charged by the fund to manage your investment.
Bandhan Healthcare Fund - Direct Plan - IDCW is managed by Viraj Kulkarni at Bandhan Mutual Fund.
Bandhan Healthcare Fund - Direct Plan - IDCW is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Bandhan Healthcare Fund - Direct Plan - IDCW is a Sectoral fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Bandhan Healthcare Fund - Direct Plan - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Bandhan Healthcare Fund - Direct Plan - IDCW is ₹332 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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