Bandhan Equity Mutual Fund

Bandhan Equity Mutual Funds are an investment scheme that invests funds in equity and related instruments. The scheme provides an opportunity to appreciate monetary capital by investing in small, midsize, and large-cap companies. Investors with a higher risk appetite can expect decent returns over the span of 3-5 years.

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Mutual Fund Schemes
NAV
5Y Returns
AUM(in Cr.)
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149.76Apr 23, 2024
23%
₹7,773
49.64Apr 23, 2024
23%
₹7,773
133.82Apr 23, 2024
22%
₹7,773
38.39Apr 23, 2024
22%
₹7,773
129.84Apr 23, 2024
22%
₹4,022
34.28Apr 23, 2024
22%
₹4,022
113.00Apr 23, 2024
20%
₹4,022
26.52Apr 23, 2024
20%
₹4,022
75.77Apr 23, 2024
17%
₹1,299
30.91Apr 23, 2024
16%
₹1,487
27.33Apr 23, 2024
16%
₹1,299
44.37Apr 23, 2024
16%
₹1,100

Investment Objective

Bandhan Equity Mutual Funds wants to help you grow your money over time by investing in different companies' stocks. These stocks are like shares of a company that you can own. When the companies do well, the value of your shares can go up, giving you more money than you started with. These funds choose companies that will grow a lot in the future. They pick companies from different areas, like technology, health, etc. This way, if one area doesn't do well, the others might still make your money grow.

Risks Involved in Bandhan Equity Mutual Fund

Investing in mutual funds, like the Bandhan Equity Mutual Fund, can be a great way to start building wealth for your future. However, it's important to understand that all investments have certain risks.

  • Market Risk: Market risk, also known as systematic risk, refers to the possibility that the overall market could experience a decline, affecting the value of your investments. Factors such as economic downturns, political instability, or unexpected events can lead to fluctuations in the value of the Bandhan Equity Mutual Fund. This means that even if the companies within the fund are performing well, external factors could still cause losses.
  • Volatility: Volatility refers to the rapid and unpredictable changes in the value of an investment. The value of the Bandhan Equity Mutual Fund can go up and down quickly due to market forces. While volatility can provide growth opportunities, it also means that your investment could lose value quickly.
  • Liquidity Risk: Liquidity risk is the possibility that you cannot sell your mutual fund shares when you want to. The Bandhan Equity Mutual Fund might have investments that are not easily sold or traded quickly, which could lead to delays or difficulties in accessing your money.

Return Potential of Bandhan Equity Mutual Fund

In the past year, the fund made a profit of 19.40%, which is better than how much the Nifty 50 stock market index (a collection of 50 major Indian stocks) grew at 10.62%. Also, the fund did better than the average performance of similar funds, which was at 12.91%.

Over the last three years, the fund's profit was 18.46%, which is more than the 19.54% growth of the Nifty 50 index. It also outperformed other similar funds that averaged 18.30% growth. Looking back five years, the fund gained 9.90%, but this is a bit less than the Nifty 50 index's 10.91% and the average growth of similar funds at 11.00%.

Since it began in December 2016, the fund has grown by 10.15%. This is not as high as the 11.32% growth of the Nifty 50 index and the 13.47% average of similar funds. Also, if you invested in this fund when it started, your money would have doubled every four years, with an average yearly growth of 10.08%.

Who Should Invest in Bandhan Equity Mutual Fund?

Bandhan Equity Mutual Fund can be a great choice for young investors. If you're just starting to invest, this fund offers a chance to own a piece of many different companies. It's risky, but with risk comes the potential for higher returns over time. Remember, investing for the long term is important, not just for quick gains. Keep learning about investing and choosing funds that match your goals and how much risk you're comfortable with.

Things To Consider Before Investing in Equity Mutual Fund

Here are some things to consider before investing in Bandhan Equity Mutual Funds.

  • Think about how long you want to keep your money invested. Mutual funds are better for longer periods, like 5 years or more.
  • Understand that all investments have some risk. Bandhan Equity Mutual Fund invests in stocks, which can go up and down in value.
  • Check for any fees or charges for investing in this fund. It's important to know how much you might have to pay.
  • Look at how the fund has done in the past few years. Remember, past performance doesn't guarantee future results, but it can give you an idea.
  • Think about why you want to invest. Are you saving for something specific, like college or a car? Make sure the mutual fund matches your goals.

Tax on Bandhan Equity Mutual Fund

When you invest in Bandhan Equity Mutual Fund, the tax you need to pay depends on how you make money from your investment and how long you keep it. There are two ways to make money: one is by getting a share of the company's profits, called dividends, and the other is by selling your investment for more than you paid, called capital gains.

If you buy the investment and then sell it quickly, within one year, any extra money you make from the sale is called short-term capital gains. The government takes 15% of this extra money as tax.

But if you keep your investment for more than a year and then sell it, the extra money you make is called long-term capital gains. However, you only need to pay tax on the extra money above INR 1 Lakh annually. The government takes 10% of this extra money as tax.

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Frequently Asked Questions

How is Bandhan Equity Mutual Fund doing?

By investing in small, midsize, and large companies, Bandhan Equity mutual funds are doing considerably well for long-term benefits. These funds have provided better than their benchmark and may continue to do so. Consider talking to an expert before investing.

Is Bandhan Equity Mutual Fund Safe?

Bandhan equity mutual funds carry risks, and the returns depend on underlying stocks and market conditions.

Is it good to invest in Bandhan Equity Mutual Fund?

Investors can invest their money in Bandhan Equity Mutual Funds for long-term capital gains with considerable risk. These funds are a great way to meet your financial goals.

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