Bandhan Business Cycle Fund Direct-Growth

Fund Details

NAV 10.445

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.23

Fund Size(in Crores) 1505.15

Fund Performance

1 Month 1.03%

3 Month 1.44%

6 Month 4.47%

1 Year 7.1%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 23 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.41%) Market Cap Large Cap 71.36 Small Cap 9.69 Mid Cap 17.36 Top Sectors Financial 31.23 Technology 10.34 Energy 6.66 Capital Goods 6.36 Automobile 5.59 Consumer Discretionary 5.19 Consumer Staples 5.07 Services 4.57 Healthcare 4.45 Construction 4.13 Materials 3.91 Communication 3.2 Textiles 2.29 Insurance 2.06 Chemicals 1.99 Metals & Mining 1.37 Top Holding Indusind Bank 1.53 Dr. Reddy's Laboratories 0.82 Tech Mahindra 1.32 Maruti Suzuki India 1.11 Infosys 5.07 Kaynes Technology India 0.38 ICICI Lombard Gen. Insurance 0.78 Mahindra & Mahindra 0.84 Astral 0.87 UNO Minda 0.74 State Bank of India 2.64 Devyani International 0.85 Swiggy 0.72 Glaxosmithkline Pharma 0.88 Urban Company (UrbanClap) 0.18 SKF India (Industrial) 0.47 Havells India 1.33 Britannia Industries 1.22 Jyoti CNC Automation 1.02 Bata India 0.62 Neuland Laboratories 0.88 Avenue Supermarts 0.82 LTIMindtree 1.14 TVS Motor Company - Pref. Shares 0.02 Jubilant FoodWorks 1.03 Tata Motors 1.13 Tata Power Company 1.17 Tata Consultancy 2.81 Godrej Properties 0.87 DOMS Industries 0.96 Siemens 1.09 Ultratech Cement 1.64 Indus Towers 1.26 Eicher Motors 0.09 Asian Paints 1.4 Cholamandalam Investment and Finance Company 2.47 Tata Capital 0.81 GHCL 0.53 ICICI Prudential 1.28 Lenskart Solutions 0.32 Cipla 1.04 Vinati Organics 0.78 Bharat Heavy Electricals 0.83 SBI Cards 0.86 HDFC Bank 7.96 VIP Industries 0.68 Hindustan Unilever 2.71 Navin Fluorine International 0.68 Bajaj Finance 3.42 Dixon Technologies (India) 0.91 Info Edge (India) 1.15 Gokaldas Exports 0.67 TVS Motor Company 1.16 Reliance Industries 5.49 Voltas 1.12 Page Industries 0.98 SKF India 0.33 Tata Steel 1.37 Bharti Airtel 1.94 LG Electronics India 0.7 Arvind Fashions 0.64 Billionbrains Garage Ventures 0.35 Larsen & Toubro 3.26 Titan Company 1.75 Tata Motors Passenger Vehicles 0.5 Axis Bank 3.6 ICICI Bank 7.59 Mankind Pharma 0.83

Debt & Others (1.59%) Sector Allocation Net Receivables 0.44 Repo 1.15 Debt Credit Ratings Debt Category Others 1.59

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M 1.04% Ret 1Y 10.28% Ret 3Y 13.21% Ret 5Y 11.81%

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M 1.04% Ret 1Y 10.28% Ret 3Y 13.21% Ret 5Y 11.81%

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M 1.04% Ret 1Y 10.28% Ret 3Y 13.21% Ret 5Y 11.81%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M 0.23% Ret 1Y 7.02% Ret 3Y 14.53% Ret 5Y 11.99%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M 0.23% Ret 1Y 7.02% Ret 3Y 14.53% Ret 5Y 11.99%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M 0.23% Ret 1Y 7.02% Ret 3Y 14.53% Ret 5Y 11.99%

Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -0.3% Ret 1Y 1.88% Ret 3Y 14.79% Ret 5Y 11.77%

Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -0.3% Ret 1Y 1.88% Ret 3Y 14.79% Ret 5Y 11.77%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.57%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Harshal Joshi

Education Mr. Joshi is PGDBM from N.L. Dalmia Institute of Management Studies and Research, Mumbai

Experience Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) in 2008 he has worked with ICAP India Pvt. Ltd.

Gaurav Satra

Education Mr. Satra has done B.Com and CA

Experience Prior to joining Bandhan Mutual Fund, he has worked with various Consultancy Firms as a CA

Ritika Behera

Education Ms. Behera has done B.Com and MBA (Finance)

Experience Prior to Bandhan AMC Limited, she was associated with Ocean Dial Asset Management, Elara Securities Pvt Ltd. and Batlivala & Karani Securities Pvt Ltd.

Vishal Biraia

Education Mr. Biraia has done B.E and CFA

Experience Prior to joining Bandhan Mutual Fund, he has worked with Max Life Insurance Company Ltd, Aviva India, Antique Stock Broking Ltd, Emkay Global Financial Services Ltd and Batlivala & Karani Securities India Pvt. Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 2

Date of Incorporation 2024-09-30

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.