Investment Objective and Approach

The investment objective of the Bandhan Focused Fund is to generate capital appreciation by investing in a concentrated portfolio of equity and equity related instruments up to 30 companies. The scheme aims to invest in well-managed growth companies that are available at reasonable value. Companies would be identified through a systematic process of forecasting earnings.

Key features of the investment approach:

- A scheme focused on the number of stocks (maximum 30)

- Minimum investment in equity & equity related instruments - 65% of total assets

- This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains

- This fund was started on 1 January, 2013

The fund follows a growth-at-reasonable-value (GARV) strategy, focusing on identifying high-quality companies with strong fundamentals and growth potential while maintaining reasonable valuations.

Fund Managers

This fund is managed by Mr. Manish Gunwani (w.e.f 02/12/2024), Mr. Kirthi Jain (w.e.f 02/12/2024), Mr. Rahul Agarwal (w.e.f 02/12/2024), Ms. Ritika Behera (w.e.f 02/12/2024), Mr. Gaurav Satra (w.e.f 02/12/2024).

Key Fund Manager Profiles:

Manish Gunwani - Head of Equities at Bandhan AMC. He has over 28 years of experience and deep expertise in equity fund management, covering a broad spectrum of equity research and fund management. Previously, Manish was the Chief Investment Officer of equities at Nippon India Mutual Fund. He also significantly contributed as the deputy CIO (equities) at ICICI Prudential AMC, where he was instrumental in growing two flagship funds to a total AUM exceeding Rs. 35,000 crores.

Kirthi Jain - Vice President of Equities at Bandhan AMC, has over a decade of in-depth experience in the Indian Equities market. His expertise particularly spans sectors like auto and ancillary, textiles, capital goods, infrastructure, utilities, realtors, and financials.

The fund management team brings extensive experience across different market cycles and sectors, providing comprehensive coverage for the concentrated portfolio approach.

About the Fund House (AMC)

Bandhan Mutual Fund was set up on March 13, 2000. It is one of the largest Mutual Fund houses in India's domestic market. In terms of Assets under Management (AUM), it is one of the largest players in the sector.

Key Facts about Bandhan Mutual Fund:

- As of March 2024, the fund house manages ​​assets worth Rs. 137193.31 crores

- As of December 31, 2024, the Bandhan Mutual Fund's AUM was Rs 1,68,641 crores

- As of March 2024, the Bandhan Mutual Fund has 55 active schemes, comprising 12 equity funds, 16 debt funds, 6 hybrid funds, 1 solution fund and 20 other funds

Corporate History:

April 2022 marked the acquisition of IDFC Asset Management Company by Bandhan along with a consortium. The consortium included Bandhan Financial Holdings Limited, Singapore's Sovereign Fund GIC, and ChrysCapital. Post the acquisition, the IDFC Mutual Fund was renamed Bandhan Mutual Fund in March 2023.

Despite being a relative newcomer, Bandhan Mutual Fund has managed to shake up the domestic financial system. The AMC is regulated by SEBI and follows all regulatory requirements for investor protection and transparency.

Should I Invest in Bandhan Focused Fund?

Suitable For:

- Investors seeking concentrated exposure to high-quality stocks

- Those with high-risk appetite willing to accept equity market volatility

- Long-term investors with investment horizon of 5+ years

- Investors who prefer active fund management over diversified large portfolios

Key Considerations:

- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options

- But be prepared for ups and downs in your investment value along the way

- Like for all equity funds, you must invest only through the SIP route

- Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years

Investment Requirements:

- Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00

- Bandhan Focused Fund Direct Growth has no lock in period

The fund's concentrated approach of investing in up to 30 stocks provides potential for higher returns but also comes with increased concentration risk compared to diversified funds.

FAQs

What is today's NAV of Bandhan Focused Fund?

The latest declared NAV of Bandhan Focused Fund - Regular Plan, is ₹87.4300 as of 29-Jul-2025. NAV is updated daily and reflects the fund's current market value.

What is the AUM of Bandhan Focused Fund?

The AUM of Bandhan Focused Equity Fund, is ₹1685.24 crore. AUM represents the total market value of assets managed by the fund.

What is the expense ratio of Bandhan Focused Fund?

The expense ratio of Bandhan Focused Equity Fund is 0.82%. This is the annual fee charged for managing your investments.

What are the returns of Bandhan Focused Fund since inception?

The Bandhan Focused Equity Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 13.07 since inception. Past performance doesn't guarantee future returns.

What is the minimum SIP amount to invest in Bandhan Focused Fund?

The minimum SIP for Bandhan Focused Equity Fund is ₹100. You can start investing with small monthly amounts through SIP.

How do I invest in Bandhan Focused Fund?

You can invest through Allvest platform by completing KYC, selecting the fund, choosing investment amount and payment method. Both SIP and lump sum options are available.

How to start a SIP in Bandhan Focused Fund?

Log into your Allvest account, search for Bandhan Focused Fund, select SIP option, choose amount and date, then complete the payment setup for automated monthly investments.

How do I automate an SIP in Bandhan Focused Fund?

Through Allvest, set up auto-pay using net banking or UPI mandate. This ensures automatic monthly debits for your SIP without manual intervention each month.

How can I withdraw/redeem my investment in Bandhan Focused Fund?

You can directly withdraw your returns of the Bandhan Mutual Funds through the platform application. To do this, you can visit the scheme's page and click the 'Redeem' button to receive the investment amount directly to your bank account.