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Bandhan Focused Equity Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Create wealth over a long period of time

• Investment predominantly in equity and equity related instruments in the large cap segment

Fund Info

Scheme Class	Equity
Scheme Category	Focused Fund
Expense Ratio	0.82%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,652
AMC AUM (in Crs.)	₹ 69,352
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Bandhan Focused Equity Fund - Direct Plan	1000	1000	15.22%
Axis Focused Fund - Direct Plan	100	100	6.03%
Motilal Oswal Focused Fund - Direct Plan	1000	1000	7.7%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	9
HDFC Bank Ltd	Equity	9
Apar Industries Ltd	Equity	6
Reliance Industries Ltd	Equity	6
Trent Ltd	Equity	5
Phoenix Mills Ltd	Equity	5
Cholamandalam Investment and Finance Co Ltd	Equity	5
Triparty Repo Trp_010824	Cash - Repurchase Agreement	4
Infosys Ltd	Equity	4
FSN E-Commerce Ventures Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	96
Cash - Repurchase Agreement	4
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Financial Services	31
Consumer Cyclical	22
Industrials	14
Technology	10
Energy	6

Fund Manager

Sumit Agrawal

7+ years of experience

Ritika Behera

0+ years of experience

Gaurav Satra

0+ years of experience

IDFC Mutual Fund

AUM₹69,352 Cr

About

IDFC Mutual Fund works under the name IDFC Asset Management Company. The main objective of this mutual fund company is to grow the AUM of the company by offering adequate products for retail, as well as industrial customers. IDFC effectively started off its business in 2000 and has since then been catering to investor needs by periodically improving its fund stature, holdings and policies.##IDFC is a relatively new fund house, but nevertheless, it has shown good performance among its peers.##IDFC mutual fund offers a bunch of mutual fund schemes that have performed relatively well in the market and therefore, this fund house has carved a niche for itself. It provides funds ranging from equity to debt to hybrid.##This AMC focuses on infrastructure as its key area and its main businesses in Project Finance, Principal Investments, Financial Markets and Investment Banking, Broking, Advisory Services and Asset Management.

investormf@idfc.com

Phone

1-800-2666688

Address

IDFC Asset Management Company Limited,OneIndiaBulls Centre, 841, Jupiter Mills Compound,,Senapati Bapat Marg,,Elphinstone Road (West),, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m