Bandhan Business Cycle Fund

Sectoral / ThematicEquity SEBI-regulated

NAV (Direct-Growth)

₹10.0470

As of 1 Jul 2026 · AMFI

AUM

₹1.1K Cr

Expense ratio

0.71%

1Y returns

+3.88%

3Y CAGR

—

5Y CAGR

—

Std deviation 3Y

—

In plain English

Bandhan Business Cycle Fund is a Sectoral / Thematic scheme from Bandhan. The portfolio is ~98% in equities. Worst historical drawdown: -18% in Mar 2026 — ongoing. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

NAV (Direct-Growth)

₹10.0470

Last 1Y

-2.10%

Jul 25Min ₹8.68 · Max ₹10.53 · 250 ptsJul 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026 — ongoing

-17.6%

Peak ₹10.53 on 2 Jan 2026 → trough ₹8.68 on 30 Mar 2026 (3 months down).

Not yet recovered

Feb 2025

-16.1%

Peak ₹10.20 on 11 Dec 2024 → trough ₹8.56 on 28 Feb 2025 (3 months down).

Recovered in 4 months· 27 Jun 2025

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.71% — typical for category.
AUM size
₹1.1K Cr.
Sector concentration
Top 3 sectors = 59.4% — diversified across sectors.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.04%	+0.61%n=443	87/ 147
1M	+9.91%	+7.16%n=443	65/ 144
3M	-0.38%	+8.51%n=430	105/ 135
6M	-6.29%	+0.25%n=421	118/ 131
YTD	-5.61%	+0.78%n=428	119/ 135
1Y	+3.88%	+7.70%n=397	99/ 118

Portfolio composition

Asset allocation

Equity97.74%
Cash2.26%

By market cap

Large cap57.75%
Mid cap18.85%
Small cap24.59%

Concentration

Holdings

Avg market cap

₹1.20 L Cr

Top 10 stocks

34.33%

Top 5 stocks

20.37%

Top 3 sectors

59.42%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
HDFC Bank Ltd
—5.05%
2
Axis Bank Ltd
—4.97%
3
Bharti Airtel Ltd
—3.67%
4
Infosys Ltd
—3.38%
5
NTPC Ltd
—3.30%
6
Reliance Industries Ltd
—3.06%
7
Larsen & Toubro Ltd
—3.03%
8
Bajaj Finance Ltd
—2.90%
9
Triparty Repo Trp_020426_val
—2.55%
10
One97 Communications Ltd
—2.55%
11
ICICI Bank Ltd
—2.43%
12
State Bank of India
—2.41%
13
Wockhardt Ltd
—1.97%
14
Coromandel International Ltd
—1.90%
15
InterGlobe Aviation Ltd
—1.73%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio20.0525.73-5.68
P/B ratio2.533.85-1.32
Price / Sales2.502.77-0.27
Price / Cash Flow13.2317.41-4.18
Dividend yield1.87%1.35%+0.52
Return on equity (ROE)—0.00%—

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
15.34—————
Sharpe ratio
Risk-adjusted return — higher is better.
-0.64—————
Sortino ratio
Like Sharpe but only counts downside volatility.
-0.73—————
Beta
1 = moves with the market. <1 = less volatile.
——————

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

DirectGrowthBandhan Business Cycle Fund - Direct Plan - GrowthINF194KB1IQ6
DirectIDCW ReinvestmentBandhan Business Cycle Fund - Direct Plan - IDCWINF194KB1IL7
RegularGrowthBandhan Business Cycle Fund - Regular Plan - GrowthINF194KB1IP8
RegularIDCW ReinvestmentBandhan Business Cycle Fund - Regular Plan - IDCWINF194KB1II3

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