Bandhan Innovation Fund

Current Fund Size :

N.A.

₹13.17

NAV

20.99% p.a.

Overall Return

-1.95%

1-Day Change

0.53%

Expense Ratio

₹ 1,715 Cr

AUM (Fund Size)

1+ yrs

Fund Age

Investment Policy

Benchmark

NIFTY 500 TRI

Risk Level

High Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹1000

Exit Load

0.5%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

1 yrs 5 m since Apr 10, 2024

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 One97 Communications Ltd. Services Equity 5.23%
2 Eternal Ltd. Services Equity 5.02%
3 Astrazeneca Pharma India Ltd. Healthcare Equity 3.57%
4 Jubilant Ingrevia Ltd. Chemicals Equity 3.01%
5 BlackBuck Ltd. Services Equity 2.98%
6 Bajaj Finserv Ltd. Financial Equity 2.97%
7 Varun Beverages Ltd. Consumer Staples Equity 2.55%
8 GE Vernova T&D India Ltd. Capital Goods Equity 2.45%
9 Reliance Industries Ltd. Energy Equity 2.40%
10 Amber Enterprises India Ltd. Consumer Discretionary Equity 2.36%
11 Coforge Ltd. Technology Equity 2.30%
12 Max Financial Services Ltd. Financial Equity 2.16%
13 Axis Bank Ltd. Financial Equity 2.09%
14 Mahindra & Mahindra Ltd. Automobile Equity 1.73%
15 ICICI Bank Ltd. Financial Equity 1.61%
16 Syngene International Ltd. Healthcare Equity 1.54%
17 Interglobe Aviation Ltd. Services Equity 1.53%
18 Hyundai Motor India Ltd. Automobile Equity 1.45%
19 Cholamandalam Investment and Finance Company Ltd. Financial Equity 1.43%
20 Tech Mahindra Ltd. Technology Equity 1.43%
21 Poonawalla Fincorp Ltd. Financial Equity 1.43%
22 Jubilant Pharmova Ltd. Healthcare Equity 1.37%
23 Divi's Laboratories Ltd. Healthcare Equity 1.32%
24 Adani Energy Solutions Ltd. Energy Equity 1.28%
25 Vintage Coffee & Beverages Ltd. Services Equity 1.24%
26 Stove Kraft Ltd. Consumer Discretionary Equity 1.17%
27 Info Edge (India) Ltd. Services Equity 1.16%
28 CG Power and Industrial Solutions Ltd. Capital Goods Equity 1.14%
29 Devyani International Ltd. Services Equity 1.12%
30 Affle 3I Ltd. Technology Equity 1.12%
31 Prestige Estates Projects Ltd. Construction Equity 1.09%
32 Tilaknagar Industries Ltd. Consumer Staples Equity 1.09%
33 Godrej Properties Ltd. Construction Equity 1.07%
34 Zaggle Prepaid Ocean Services Ltd. Technology Equity 1.05%
35 Bajaj Auto Ltd. Automobile Equity 1.03%
36 Thangamayil Jewellery Ltd. Consumer Discretionary Equity 1.00%
37 ZF Commercial Vehicle Control Systems India Ltd. Automobile Equity 0.99%
38 Glenmark Pharmaceuticals Ltd. Healthcare Equity 0.98%
39 Ather Energy Ltd. Automobile Equity 0.98%
40 Honasa Consumer Ltd. Consumer Staples Equity 0.94%
41 KFin Technologies Ltd. Financial Equity 0.93%
42 Jupiter Life Line Hospitals Ltd. Healthcare Equity 0.93%
43 3M India Ltd. Diversified Equity 0.92%
44 Shilpa Medicare Ltd. Healthcare Equity 0.90%
45 Ethos Ltd. Services Equity 0.89%
46 Sobha Ltd. Construction Equity 0.88%
47 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) Communication PPE 0.88%
48 E2E Networks Ltd. Technology Equity 0.87%
49 Fortis Healthcare Ltd. Healthcare Equity 0.86%
50 Godawari Power And Ispat Ltd. Metals & Mining Equity 0.85%
51 Tega Industries Ltd. Metals & Mining Equity 0.83%
52 The Ramco Cements Ltd. Construction Equity 0.83%
53 Neuland Laboratories Ltd. Healthcare Equity 0.82%
54 Tata Communications Ltd. Communication Equity 0.82%
55 Power Mech Projects Ltd. Construction Equity 0.79%
56 Medplus Health Services Ltd. Healthcare Equity 0.79%
57 Optiemus Infracom Ltd. Services Equity 0.79%
58 Prudent Corporate Advisory Services Ltd. Financial Equity 0.78%
59 Torrent Pharmaceuticals Ltd. Healthcare Equity 0.77%
60 Suraksha Diagnostic Ltd. Healthcare Equity 0.77%
61 Vedant Fashions Ltd. Services Equity 0.76%
62 Vedanta Ltd. Metals & Mining Equity 0.76%
63 Sona BLW Precision Forgings Ltd. Automobile Equity 0.75%
64 KRN Heat Exchanger And Refrigeration Ltd. Capital Goods Equity 0.75%
65 Electronics Mart India Ltd. Services Equity 0.71%
66 Saregama India Ltd. Services Equity 0.69%
67 Praj Industries Ltd. Capital Goods Equity 0.67%
68 Aegis Vopak Terminals Ltd. Energy Equity 0.59%
69 BSE Ltd. Services Equity 0.56%
70 Sai Life Sciences Ltd. Healthcare Equity 0.55%
71 Bharat Electronics Ltd. Capital Goods Equity 0.54%
72 Rashi Peripherals Ltd. Services Equity 0.47%
73 Triveni Turbine Ltd. Construction Equity 0.46%
74 HDFC Bank Ltd. Financial Equity 0.45%
75 Tube Investments Of India Ltd. Automobile Equity 0.24%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Bandhan Innovation Fund 1.14% N.A. N.A. N.A. N.A. N.A. N.A. 1,715 Cr 1 yrs 5 m 0.53%
2 ICICI Prudential Manufacturing Fund -2.69% 28.09% 29.79% 16.26 1.13 1.09 1.58 6,490 Cr 7 yrs 0.73%
3 Sundaram Services Fund 1.21% 20.02% 25.84% 12.58 0.87 0.89 1.57 4,333 Cr 7 yrs 1 m 0.74%
4 ICICI Prudential Exports and Services Fund -2.35% 21.4% 24.73% 11.25 0.80 1.16 2.49 1,369 Cr 12 yrs 8 m 1.69%
5 ICICI Prudential Commodities Fund -0.32% 22.09% 32.98% 15.05 0.98 0.87 1.40 2,919 Cr 6 yrs 0.99%
6 UTI Transportation and Logistics Fund 2.12% 26.37% 28.23% 16.11 1.03 0.95 1.32 3,741 Cr 12 yrs 8 m 0.83%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 1.13% 1.76%
2 3 Months 1.43% 0.68%
3 6 Months 13.8% 13.25%
4 1 Year 1.14% -3.61%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Bandhan Infrastructure Fund 1,613 Cr -11.58% 34.62% View Detail
2 Bandhan Small Cap Fund 14,562 Cr -3.98% 31.83% View Detail
3 Bandhan Value Fund 9,841 Cr -7.14% 27.95% View Detail
4 Bandhan Large & Mid Cap Fund 10,231 Cr -2.92% 26.74% View Detail
5 Bandhan ELSS Tax Saver Fund 6,899 Cr -5.49% 24.27% View Detail
6 Bandhan Flexi Cap Fund 7,365 Cr -4.12% 19.56% View Detail

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