BANDHAN Equity Savings Fund - Regular Plan -Annual IDCW

BANDHAN Equity Savings Fund - Regular Plan -Annual IDCW is a scheme launched by Bandhan Mutual Fund on February 27, 2015, and falls under the Equity Savings fund category. It currently manages an AUM of Rs 354.94 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 1.1% for managing the portfolio.

• Investing Strategy:

  To generate income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets along with debt and money market instruments and to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related instruments.

• Performance:

  BANDHAN Equity Savings Fund - Regular Plan -Annual IDCW trailing returns over different times are -0.54% (1 year), 1.9% (3 year) and 3.32% (5 year). The average annual return of this fund stands at -1.01%.