Equity Thematic Fund Very High Risk
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Thematic Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -1.51% | -0.48% | -7.78% | -4.62% | -3.79% | 0% | 0% | 0% | 0% | 0% | -3.61% |
| Category returns | -0% | 2.59% | -1.23% | 1.38% | 2.67% | 5.18% | 16.61% | 15.87% | 13.76% | 13.76% | N/A |
| Absolute returns | -4% | -0.58% | -7.36% | -6.06% | -6.08% | 0% | 0% | 0% | 0% | 0% | -7.22% |
| Rank within category | 84 | 75 | 97 | 90 | 85 | 72 | 50 | 40 | 33 | 12 | N/A |
| Total Schemes in Category | 120 | 119 | 115 | 110 | 104 | 71 | 49 | 39 | 32 | 11 | N/A |
| Thematic Fund | 2024 | 2025 | 2026 |
|---|---|---|---|
| Yearly returns | N/A | 4.64% | -8.16% |
| Q1 returns | N/A | -6.15% | -16.84% |
| Q2 returns | N/A | 10.82% | 10.44% |
| Q3 Returns | N/A | -2.55% | N/A |
| Q4 Returns | -2.51% | 3.25% | N/A |
Expense ratio: 1.87%
Inclusive of GST
Exit load
0.50% on or before 30D, Nil after 30D
| Alpha | -0.108758 |
| Beta | 1.0433 |
| Sharpe Ratio | -0.127126 |
| Sortino Ratio | -0.20718 |
| R-Squared | 0.9516 |
| Tracking Error | 0.9463 |
| Downside Risk | 19.7172 |
| Std. Deviation (Annualised) | 15.4004 |
| Thematic Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Defence Fund - Regular Plan - Growth | 2.77% | 11.7% | 19.19% | 20.67% | 8.4% | 40.45% | 0% | 0% | 40.38% | 9,123.60 | 1.74 | 0.33 | Very High |
| SBI PSU Fund - Regular Plan - Growth | -3.65% | -4.36% | 3.93% | 12.14% | 8.41% | 28.81% | 22.86% | 15.04% | 8.11% | 6,669.44 | 1.81 | 0.32 | Very High |
| Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth | -3.51% | -2.75% | 5.27% | 13.2% | 8.49% | 26.07% | 22.5% | 0% | 21.9% | 6,043.99 | 1.57 | 0.28 | Very High |
| Invesco India PSU Equity Fund - Regular Plan - Growth | -4.33% | -3.62% | 0.09% | 6.22% | 0.61% | 25.31% | 21.57% | 16.96% | 11.94% | 1,520.15 | 1.81 | 0.28 | Very High |
| ICICI Prudential PSU Equity Fund - Regular Plan - Growth | -3.77% | -2.99% | 3.28% | 8.77% | 5.75% | 24.77% | 0% | 0% | 23.09% | 1,975.03 | 1.77 | 0.29 | Very High |
| Franklin India Opportunities Fund - Growth | -0.64% | 0.46% | -4.3% | -3.17% | -0.05% | 22.94% | 18.47% | 15.76% | 12.98% | 8,534.74 | 1.52 | 0.31 | Very High |
| ICICI Prudential Manufacturing Fund - Growth | -0.11% | 3.4% | 4.7% | 5.95% | 8.94% | 22.83% | 19.5% | 0% | 18.81% | 6,613.59 | 1.55 | 0.32 | Very High |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 2.05% | 9.11% | 9.67% | 12.36% | 14.92% | 21.27% | 14.01% | 13.81% | 12.03% | 1,157.63 | 1.88 | 0.29 | Very High |
| ICICI Prudential Transportation and Logistics Fund - Regular Plan - Growth | 0% | -1.3% | -5.22% | -2.61% | 9.34% | 21.27% | 0% | 0% | 20.84% | 2,864.45 | 1.67 | 0.29 | Very High |
| Bandhan Business Cycle Fund - Regular Plan - Growth Current | -1.51% | -0.48% | -7.78% | -4.62% | -3.79% | 0% | 0% | 0% | -3.61% | 1,226.70 | 1.86 | -0.12 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Cash & Cash Equivalents and Net Assets | 3.22% |
| Domestic Equities | 96.78% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 3.22% | |
| Banks | 21.20% | |
| Petroleum Products | 3.99% | |
| Telecom - Services | 3.47% | |
| Construction | 6.63% | |
| Power | 7.43% | |
| Finance | 8.67% | |
| IT - Software | 6.68% | |
| Financial Technology (Fintech) | 3.37% | |
| Pharmaceuticals & Biotechnology | 4.29% | |
| Auto Components | 1.62% | |
| Healthcare Services | 2.42% | |
| Fertilizers & Agrochemicals | 2.62% | |
| Transport Infrastructure | 2.76% | |
| Transport Services | 1.49% | |
| Cement & Cement Products | 1.75% | |
| Aerospace & Defense | 1.04% | |
| Industrial Manufacturing | 1.02% | |
| Automobiles | 1.99% | |
| Realty | 2.27% | |
| Retailing | 1.83% | |
| Chemicals & Petrochemicals | 1.44% | |
| Beverages | 1.20% | |
| Insurance | 1.48% | |
| Electrical Equipment | 1.04% | |
| IT - Services | 0.84% | |
| Industrial Products | 1.39% | |
| Agricultural Food & other Products | 0.40% | |
| Commercial Services & Supplies | 0.39% | |
| Non - Ferrous Metals | 0.49% | |
| Textiles & Apparels | 0.35% | |
| Capital Markets | 0.34% | |
| Diversified Metals | 0.27% | |
| Consumer Durables | 0.25% | |
| Leisure Services | 0.15% | |
| Oil | 0.12% | |
| Ferrous Metals | 0.12% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Triparty Repo TRP_040526 | Cash & Cash Equivalents and Net Assets | 5.27% | |
| Axis Bank Ltd. | Banks | Domestic Equities | 4.86% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 4.77% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 3.99% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 3.47% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 3.20% |
| NTPC Ltd. | Power | Domestic Equities | 3.18% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 3.03% |
| Infosys Ltd. | IT - Software | Domestic Equities | 2.81% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 2.77% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 2.60% |
| State Bank Of India | Banks | Domestic Equities | 2.48% |
| Wockhardt Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.85% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.84% |
| City Union Bank Ltd. | Banks | Domestic Equities | 1.67% |
| Sundaram-Clayton Ltd. | Auto Components | Domestic Equities | 1.62% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 1.61% |
| Coromandel International Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 1.57% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 1.53% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 1.49% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 1.43% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 1.30% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 1.29% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.28% |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 1.24% |
| GMR Airports Ltd. | Transport Infrastructure | Domestic Equities | 1.22% |
| PTC India Financial Services Ltd. | Finance | Domestic Equities | 1.20% |
| Acme Solar Holdings Ltd. | Power | Domestic Equities | 1.16% |
| Wipro Ltd. | IT - Software | Domestic Equities | 1.15% |
| Power Mech Projects Ltd. | Construction | Domestic Equities | 1.14% |
| KEC International Ltd. | Construction | Domestic Equities | 1.09% |
| UPL Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 1.05% |
| Fusion Finance Ltd. | Finance | Domestic Equities | 1.04% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 1.04% |
| Tata Power Company Ltd. | Power | Domestic Equities | 1.03% |
| Tega Industries Ltd. | Industrial Manufacturing | Domestic Equities | 1.02% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 1.01% |
| Godrej Properties Ltd. | Realty | Domestic Equities | 1.01% |
| IIFL Finance Ltd. | Finance | Domestic Equities | 1.00% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.98% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.87% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.86% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.86% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.85% |
| Epigral Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.84% |
| Can Fin Homes Ltd. | Finance | Domestic Equities | 0.83% |
| Metropolis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.81% |
| Torrent Power Ltd. | Power | Domestic Equities | 0.78% |
| NTPC Green Energy Ltd. | Power | Domestic Equities | 0.77% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.76% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.75% |
| Arvind Fashions Ltd. | Retailing | Domestic Equities | 0.71% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.70% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.67% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.65% |
| Thirumalai Chemicals Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.60% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.58% |
| Lodha Developers Ltd. | Realty | Domestic Equities | 0.57% |
| Tata Technologies Ltd. | IT - Services | Domestic Equities | 0.54% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.51% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.49% |
| Ujjivan Small Finance Bank Ltd. | Banks | Domestic Equities | 0.48% |
| Kirloskar Brothers Ltd. | Industrial Products | Domestic Equities | 0.47% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.45% |
| PNC Infratech Ltd. | Construction | Domestic Equities | 0.44% |
| Cash Margin - Derivatives | Cash & Cash Equivalents and Net Assets | 0.44% | |
| Jindal Saw Ltd. | Industrial Products | Domestic Equities | 0.43% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | Domestic Equities | 0.40% |
| KNR Constructions Ltd. | Construction | Domestic Equities | 0.39% |
| JSW Energy Ltd. | Power | Domestic Equities | 0.39% |
| TeamLease Services Ltd. | Commercial Services & Supplies | Domestic Equities | 0.39% |
| GPT Infraprojects Ltd. | Construction | Domestic Equities | 0.38% |
| Hindustan Zinc Ltd. | Non - Ferrous Metals | Domestic Equities | 0.37% |
| Garware Technical Fibres Ltd. | Textiles & Apparels | Domestic Equities | 0.35% |
| Angel One Ltd. | Capital Markets | Domestic Equities | 0.34% |
| Ambuja Cements Ltd. | Cement & Cement Products | Domestic Equities | 0.32% |
| Excelsoft Technologies Ltd. | IT - Services | Domestic Equities | 0.30% |
| Life Insurance Corporation of India | Insurance | Domestic Equities | 0.29% |
| Vedanta Ltd. | Diversified Metals | Domestic Equities | 0.27% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.25% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.25% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 0.25% |
| JIO Financial Services Ltd. | Finance | Domestic Equities | 0.24% |
| Union Bank Of India | Banks | Domestic Equities | 0.23% |
| Siemens Ltd. | Electrical Equipment | Domestic Equities | 0.15% |
| Chalet Hotels Ltd. | Leisure Services | Domestic Equities | 0.15% |
| Dalmia Bharat Ltd. | Cement & Cement Products | Domestic Equities | 0.14% |
| Cohance Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.13% |
| ^^Talwandi Sabo Power Limited | Power | Domestic Equities | 0.12% |
| ^^Vedanta Aluminium Metal Limited | Non - Ferrous Metals | Domestic Equities | 0.12% |
| ^^Malco Energy Limited | Oil | Domestic Equities | 0.12% |
| ^^Vedanta Iron And Steel Limited | Ferrous Metals | Domestic Equities | 0.12% |
| SBFC Finance Ltd. | Finance | Domestic Equities | 0.03% |
| Orchid Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.02% |
| Net Receivables/Payables | Cash & Cash Equivalents and Net Assets | -2.49% | |
| Total | 100.00% |
Mr. Vishal Biraia joined Bandhan AMC Limited in June, 2023 in Fund Management. He was earlier associated with Max Life Insurance (June 2021 to May 2023) and Aviva Life Insurance (July 2018 - November 2021) as Research analyst and assistant fund manager. Prior to that, he was associated with Antique Stock Broking (January 2015 to July 2018)with primary responsibility of research and marketing Indian equities to FII’s and with Batlivala & Karani Securities (June 2007 to July 2014) as Research Analyst.
AMC
RETURNS
It is an Open ended scheme that primarily invests in Thematic Fund.
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
The scheme benchmark is the NIFTY 500 - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: -6.32%
3-year: 0%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹9.37 (approx.) for the Bandhan Business Cycle Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹1,227 Cr.
The expense ratio for the Regular Plan is 1.87.
0.50% on or before 30D, Nil after 30D.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹1000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Vishal Biraia, Ritika Behera, Harshal Joshi, Gaurav Satra
This fund is suitable for investors with a Very High risk tolerance.
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