Bandhan Equity Savings Fund

Hybrid: Equity Savings | Growth

5Y CAGR

+6.36%

Fund Size

₹390.33 Cr

Min. Investment

₹100

Score

27%

QUICK FUND SUMMARY

Bandhan Equity Savings Fund Growth is a hybrid mutual fund managing assets worth ₹390.33 Cr. The current NAV is ₹32.43 as of Jul 20. It has delivered a 5-year CAGR of 6.36%. Investors can start with a minimum SIP amount of ₹100.

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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Bandhan Equity Savings Fund Details

Fund Size

₹390.33 Cr

Type

Hybrid: Equity Savings

Minimum Investment

₹100

NAV (Jul 20)

₹32.43

Plan Type

Regular

Launch Date

09 Jun 2008

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

1.54%

Withdrawal Charge

Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.

Bandhan Equity Savings Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Bandhan Equity Savings Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Bandhan Equity Savings Fund
+3.91%+6.54%+6.36%
Mirae Asset Equity Savings Fund
+4.26%+9.24%+8.81%
UTI Equity Savings Fund
+3.45%+7.93%+8.67%
HDFC Equity Savings Fund
+2.85%+7.98%+8.09%

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹375

Your Total Value could have reached:

₹3,975

Bandhan Equity Savings Fund Risk Indicator

The risk of the scheme is moderately low

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Bandhan Equity Savings Fund

Bandhan Equity Savings Fund is a Growth Hybrid mutual fund managed by IDFC Mutual Fund. It follows a Medium Quality Momentum investment strategy. The fund is rated 27/100 on the CRISP scale.

The current NAV of Bandhan Equity Savings Fund is ₹32.43 as of Jul 20.

You can invest in Bandhan Equity Savings Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Bandhan Equity Savings Fund is ₹100.

The expense ratio of Bandhan Equity Savings Fund is 1.54%.

Bandhan Equity Savings Fund has an exit load as follows: exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.

Bandhan Equity Savings Fund has a CRISP Score of 27/100, indicating Low consistency, relative risk within the acceptable range, investment style Medium on Quality and Momentum factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

The taxation of Bandhan Equity Savings Fund depends entirely on its underlying allocation to domestic equities. Aggressive Hybrids (Equity ≥ 65%) are taxed exactly like equity funds: 20% STCG if held ≤ 12 months; 12.5% LTCG if held > 12 months. Conservative Hybrids (Equity ≤ 35%) are taxed exactly like debt funds: all gains taxed at your income tax slab rate. For hybrid funds with equity exposure between 35% and 65%, the minimum holding period to qualify for LTCG is more than 24 months, with gains taxed at a flat 12.5%. Anything less than 24 months is deemed as STCG and taxed at applicable income tax slab rates. For units purchased prior to 1 April 2023: LTCG - 12.5% (if held for 24 months); STCG - Slab rate. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.