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IDFC 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
126.87
Bandhan Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
2348.35
Bandhan Focused Equity Fund (G)
Equity: Focused
1487.92
Bandhan Large Cap Fund (G)
Equity: Large Cap
1299.07
Bandhan Financial Services Fund - Regular (G)
Equity: Sectoral : Thematic
692.67
Bandhan Financial Services Fund - Regular (IDCW)
Equity: Sectoral : Thematic
692.67
Bandhan Focused Equity Fund (IDCW)
Equity: Focused
1487.92
Bandhan Large Cap Fund (IDCW)
Equity: Large Cap
1299.07
Bandhan Regular Savings Fund (IDCW-Q)
Hybrid: Conservative Hybrid
126.87
Bandhan Regular Savings Fund (IDCW-M)
Hybrid: Conservative Hybrid
126.87
Top Holdings - ConsoloidatedWts(%)
ICICI Bank Ltd10.18%
HDFC Bank Ltd8.94%
Infosys Ltd4.58%
Reliance Industries Ltd3.69%
Cholamandalam Investment & Finance Company Ltd2.79%
Fund Name1M3M6M1Y3Y5YSince Inception
Bandhan Regular Savings Fund (G)
0.93%
4.18%
4.95%
10.05%
5.13%
6.42%
7.85%
Bandhan Balanced Advantage Fund (G)
1.07%
4.82%
6.69%
15.98%
8.99%
9.99%
8.2%
Bandhan Focused Equity Fund (G)
2.16%
12.54%
15.16%
34.2%
13.99%
14.18%
11.42%
Bandhan Large Cap Fund (G)
2.26%
13.23%
13.79%
28.48%
15.01%
15.28%
11.02%
Bandhan Financial Services Fund - Regular (G)
-1.54%
11.05%
N/A
N/A
N/A
N/A
15.35%
Bandhan Financial Services Fund - Regular (IDCW)
-1.54%
11.05%
N/A
N/A
N/A
N/A
15.36%
Bandhan Focused Equity Fund (IDCW)
2.15%
12.54%
15.16%
34.2%
14%
14%
11.39%
Bandhan Large Cap Fund (IDCW)
2.26%
13.23%
13.79%
28.48%
15.01%
14.87%
10.91%
Bandhan Regular Savings Fund (IDCW-Q)
0.93%
4.17%
4.95%
10.03%
5.12%
6.14%
7.48%
Bandhan Regular Savings Fund (IDCW-M)
0.93%
4.17%
4.94%
10.04%
5.13%
6.41%
7.84%
Fund Performance