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Fund Facts
  • Name of Fund:
    Bandhan Business Cycle
  • Opening:
    10th September 2024
  • Closing:
    24th September 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic - Business Cycle
  • Minimum Investment:
    - Rs. 1000/- and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    0.50% of NAV if redeemed on or before 30 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Vishal Biraia, Ritika Behera, Harshal Joshi, Gaurav Satra

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
HDFC Business Cycle Fund 22.92(6M) 35.86(1Y)
Kotak Business Cycle Fund 34.07(6M) 41.99(1Y)

Fund Prognosis

Idea Distiller

Investments in the business cycle mode is the least risky path when the markets are at bubbly highs.

  • Fund House AAUM:

  • Rs 14496499.84 Lakhs (as on 30th June, 2024)

  • Fund Manager:

  • Combined experience of above 15 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

I have rarely come across a business cycle fund doing well over a longer time frame. I will refrain from investing.