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Sectoral / Thematic📊 NIFTY 500 TRI

Bandhan Innovation Fund · Regular · Growth

Bandhan Mutual Fund

#40 of 213 (1Y)

NAV

₹14.0960

as of 17 Jun 2026

Expense Ratio

2.05%

AUM

₹1,938 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+12.96%
3Y
5Y
Since Inception
+17.02%

SIP returns (XIRR)

1Y
+16.98%
3Y
5Y
Since Inception
+14.00%

Returns calculated from 10 April 2024 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹2,838

Benchmark

₹2,630

+₹208 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹2,600

Invested

₹2,838

Value today

8.4%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,334

Value today

14.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹7,14,950

Value today

-10.7%

vs lumpsum

Direct lumpsum would have beaten STP by 10.7% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.03

Sharpe Ratio

+0.04

Alpha

0.54

Beta

0.02

Sortino

17.87%

Std Dev

-19.88%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseBandhan Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date10 Apr 2024
AMFI Code152606
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadIf redeemed or switched out within 30 days from the date of allotment 0.50% of the applicable NAV If redeemed or switched out after 30 days from date of allotment Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

Bandhan Innovation Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Bandhan Innovation Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Bandhan Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹1,938 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.05%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations