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Assess Your Risk Tolerance
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Step 1: Describe your knowledge of investments:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 2: When you invest your money, you are:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 3: If the market lost 25% in the last few months, and your investments
also suffered the same - what would be your first impulse?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 5: To obtain a return of more than what you would receive
as a bank fixed deposit, you must take risks.
Assess Your Risk Tolerance
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Step 6: How do you react to the idea of investments?
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BANDHAN Equity Savings Fund - Regular Plan - Growth
Invest Now
Fund Manager: Mr. Viraj Kulkarn & Mr. Harshal Joshi |
Hybrid: Equity Savings |
CRISIL Equity Saving Index
NAV as on 06-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
6.86%
Inception Date
Jun 09, 2008
Expense Ratio
1.1%
Fund Status
Open Ended Scheme
Min. Investment
1,000
Min. Topup
1,000
Min. SIP Amount
100
Risk Status
low to moderate
Investment Objective : The primary objective of the Scheme is to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme’s total assets in equity securities.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 1.47 | 3.25 | 5.89 | 7.6 | 8.2 | 6.6 |
| AK Equity Savings TRI | -1.66 | -1.62 | 6.04 | 8.72 | 11.13 | 8.7 |
| Hybrid: Equity Savings | 2.19 | 3.77 | 5.96 | 9.84 | 10.52 | 7.75 |
| Rank within Category | 18 | 17 | 13 | 21 | 22 | 12 |
| Number of Funds within Category | 23 | 22 | 22 | 22 | 22 | 13 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| BANDHAN Equity Savings Fund - Regular Plan - Growth | 34.67 | 1.1 | 5.89 | 7.6 | 8.2 | 6.6 |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 67.01 | 1.6 | 8.31 | 11.07 | 10.68 | 8.75 |
| LIC MF Equity Savings Fund-Regular Plan-Growth | 2.05 | 2.33 | 7.65 | 9.15 | 10.09 | 6.81 |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | 68.95 | 1.11 | 7.36 | 8.9 | 9.91 | 7.55 |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 109.19 | 2.16 | 7.35 | 11.57 | 11.32 | 8.5 |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | 150.73 | 1.37 | 7.27 | 10.98 | 12.39 | 0.0 |
| ICICI Prudential Equity Savings Fund - Cumulative option | 1,416.81 | 0.98 | 7.08 | 8.8 | 9.59 | 8.12 |
| DSP Equity Savings Fund - Regular Plan - Growth | 319.19 | 1.23 | 6.7 | 10.12 | 11.25 | 0.0 |
| Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | 26.27 | 2.5 | 6.5 | 9.78 | 8.37 | 0.0 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | 26.78 | 1.13 | 6.49 | 9.75 | 10.23 | 7.25 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 6.64 | 7.33 | 4.64 | 3.16 | 5.12 | 9.83 | 10.15 | 2.49 | 9.64 | 3.97 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Hybrid: Equity Savings | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.