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Bandhan Mutual Fund - Fund Manager

Sumit Agrawal

Sumit Agrawal

Qualification: PGDM (Finance), CFA (USA), ACS, B.COM. Experience:Mr. Agrawal has joined IDFC AMC in October 2016 and will be responsible for investments and equity fund management. Prior experience: - Mirae Asset Mutual Fund. (November 2010 - September 2016), as Fund Manager - Equities. - Axis Capital (Erstwhile ENAM Securities) (February 2008 to November 2010) as Vice President - Research Analyst. - JP Morgan India Services Pvt. Ltd. (June 2006 to February 2008) as Team Leader - Investment Banking. He was also a Research Analyst for Investment Banking. (Total experience - 12 years)

Fund Name
Classification
Fund AUM (Cr.)
Bandhan Regular Savings Fund (G)
Hybrid: Conservative Hybrid
122.78
Bandhan Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
2250.21
Bandhan Focused Equity Fund (G)
Equity: Focused
1499.64
Bandhan Large Cap Fund (G)
Equity: Large Cap
1329.55
Bandhan Financial Services Fund - Regular (G)
Equity: Sectoral : Thematic
724.93
Bandhan Financial Services Fund - Regular (IDCW)
Equity: Sectoral : Thematic
724.93
Bandhan Focused Equity Fund (IDCW)
Equity: Focused
1499.64
Bandhan Large Cap Fund (IDCW)
Equity: Large Cap
1329.55
Bandhan Regular Savings Fund (IDCW-Q)
Hybrid: Conservative Hybrid
122.78
Bandhan Regular Savings Fund (IDCW-M)
Hybrid: Conservative Hybrid
122.78
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
ICICI Bank Ltd.9.83%
HDFC Bank Ltd.5.57%
Infosys Ltd.4.53%
Reliance Industries Ltd.4.26%
IndusInd Bank Ltd2.35%
Fund Name1M3M6M1Y3Y5YSince Inception
Bandhan Regular Savings Fund (G)
0.99%
3.59%
5.8%
11.52%
5.53%
6.58%
7.84%
Bandhan Balanced Advantage Fund (G)
1.46%
5.47%
8.35%
19.12%
9.18%
10.58%
8.25%
Bandhan Focused Equity Fund (G)
2.73%
11.92%
18.33%
39.69%
14.85%
15.44%
11.46%
Bandhan Large Cap Fund (G)
3.4%
14.48%
18.94%
36.96%
16.39%
16.32%
11.12%
Bandhan Financial Services Fund - Regular (G)
2.67%
12.2%
20.49%
N/A
N/A
N/A
19.32%
Bandhan Financial Services Fund - Regular (IDCW)
2.67%
12.19%
20.5%
N/A
N/A
N/A
19.33%
Bandhan Focused Equity Fund (IDCW)
2.73%
11.92%
18.32%
39.69%
14.85%
15.24%
11.43%
Bandhan Large Cap Fund (IDCW)
3.41%
14.48%
18.94%
36.96%
16.39%
15.9%
11.01%
Bandhan Regular Savings Fund (IDCW-Q)
0.99%
3.59%
5.8%
11.5%
5.52%
6.3%
7.47%
Bandhan Regular Savings Fund (IDCW-M)
0.99%
3.59%
5.79%
11.5%
5.53%
6.57%
7.82%
Fund Performance