Holdings (4)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bandhan Bond Fund Short Term Plan Direct-Growth | NA | Mutual Fund | 35.41% |
| Bandhan Low Duration Fund Direct-Growth | NA | Mutual Fund | 32.22% |
| Bandhan Large Cap Fund Direct-Growth | NA | Mutual Fund | 24% |
| Bandhan Liquid Fund Direct Plan-Growth | NA | Mutual Fund | 8.14% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 8.66% | 8.50% | 9.28% | 9.27% |
| Category Average | 9.19% | 8.71% | 10.05% | NA% |
| Rank Within Category | 24.00% | 24.00% | 22.00% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.18%
Inclusive of GST
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Fund management
Education
Mr. Kulkarni is a B.Tech. (Electronics), CFA and also holds a PGDM (Finance).
Experience
Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd. (May 2014-Sept. 2015) and Goldman Sachs Services India (June 2010-May 2012).
Managed Schemes
Bandhan Flexi Cap Fund Direct Growth
Bandhan Equity Savings Fund Direct Growth
Bandhan Asset Allocation Aggressive Direct Plan Growth
Bandhan Asset Allocation Conservative Direct Growth
Bandhan Asset Allocation Moderate Direct Growth
Bandhan Conservative Hybrid Fund Direct Plan Growth
Bandhan Aggressive Hybrid Fund Direct Growth
IDFC Equity Opportunity Series 4 Direct Growth
Bandhan Ultra Short Term Fund Direct Growth
IDFC Fixed Term Plan Series 160 Direct Growth
IDFC Fixed Term Plan Series 177 Direct Growth
Bandhan Small Cap Fund Direct Growth
Bandhan Floating Rate Fund Direct Growth
Bandhan US Equity FoF Direct Growth