Bandhan Focused Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 95% of 3-year investment horizons.
- Generated +3.3% annualized alpha (excess return) over its benchmark.
- Over 21 years of operational history across different market cycles.
- Experienced a maximum drawdown of -39.2% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.87% | +7.77% | -0.90% |
| 3 Months | +4.33% | +0.86% | +3.47% |
| 6 Months | +5.70% | +7.95% | -2.25% |
| 1 Year | +3.94% | +3.65% | +0.29% |
| 3 Years CAGR | +15.68% | +12.71% | +2.97% |
| 5 Years CAGR | +10.91% | +10.23% | +0.68% |
| 7 Years CAGR | +13.92% | +13.92% | 0.00% |
| 10 Years CAGR | +13.11% | +12.75% | +0.36% |
| Since Inception | +10.39% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Bandhan Focused Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +5.83% | +3.13% | +2.70% |
| 2025 | -1.64% | +2.93% | -4.57% |
| 2024 | +30.30% | +17.15% | +13.15% |
| 2023 | +31.30% | +28.21% | +3.09% |
| 2022 | -5.02% | -0.40% | -4.62% |
| 2021 | +24.59% | +34.23% | -9.64% |
| 2020 | +14.90% | +16.09% | -1.19% |
| 2019 | +8.91% | +15.36% | -6.45% |
| 2018 | -12.72% | -5.29% | -7.43% |
| 2017 | +54.42% | +39.11% | +15.31% |
| 2016 | +1.78% | +5.20% | -3.42% |
| 2015 | -4.77% | +2.95% | -7.72% |
| 2014 | +32.23% | +49.92% | -17.69% |
| 2013 | +2.85% | +0.43% | +2.42% |
| 2012 | +20.79% | +46.66% | -25.87% |
| 2011 | -20.57% | -21.95% | +1.38% |
| 2010 | +16.47% | +15.20% | +1.27% |
| 2009 | +66.90% | +63.84% | +3.06% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -28.20% | +13.74% | +10.21% | +88.83% | 75.1% | 40.7% |
| 3-Year Rolling | -4.71% | +11.46% | +12.85% | +25.51% | 95.0% | 51.8% |
| 5-Year Rolling | -1.93% | +11.26% | +11.28% | +25.74% | 99.8% | 25.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2018-01-23 | 2020-03-23 | -39.2% | 26 months | 8 months |
| 2008-06-02 | 2008-10-27 | -38.6% | 5 months | 7 months |
| 2010-11-04 | 2011-12-20 | -26.2% | 14 months | 29 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related instruments | 80% - 100% Money Market and other liquid instruments# : 0% - 20% Units issued by InvITs: 0% - 10% Mutual Fund Units (Overnight Fund, Money Market Fund & Liquid Fund): 0% - 20% |
Investment Objective & Strategy
The investment objective of the Scheme is seek to generate capital appreciation by investing in a concentrated portfolio of equity and equity related instruments up to 30 companies. There is no assurance or guarantee that the objectives of the scheme will be realized.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 2,191 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Focused schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Focused Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Kotak Focused Fund _ | 6.7 | +15.20% | 2.02% | 91.4% | Rs 4,625 cr | Compare → |
| Canara Robeco Focused Fund | 6.0 | +13.36% | 2.15% | 97.1% | Rs 2,989 cr | Compare → |
| SBI FOCUSED FUND | 6.1 | +15.93% | 1.55% | 65.2% | Rs 54,264 cr | Compare → |
| ITI Focused Fund | 6.2 | +14.34% | 2.61% | 97.9% | Rs 626 cr | Compare → |
| Invesco India Focused Fund | 7.7 | +21.01% | 1.91% | 93.6% | Rs 7,095 cr | Compare → |
Frequently Asked Questions about Bandhan Focused Fund
What is the expense ratio of Bandhan Focused Fund?
Bandhan Focused Fund has a total expense ratio (TER) of 2.29% with a base expense ratio of 1.74%, compared to the Focused category median of 2.24%.
Who manages Bandhan Focused Fund?
Bandhan Focused Fund is managed by Manish Gunwani.
What are the historical returns of Bandhan Focused Fund?
Bandhan Focused Fund delivered a 3-year CAGR of 15.68% and a 5-year CAGR of 10.91%. Its 1-year return stands at +3.94%.
How large is Bandhan Focused Fund?
Bandhan Focused Fund manages assets of Rs 2,191 cr, placing it in the 'comfortable' size band relative to Focused peers.
How is Bandhan Focused Fund scored on MFIQ?
Bandhan Focused Fund holds an MFIQ Score of 5.2/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Bandhan Focused Fund?
Bandhan Focused Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 15.40% with a maximum historical drawdown of -39.22%.