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Sectoral / Thematic📊 NIFTY 500 TRI

Bandhan Innovation Fund · Regular · Growth

Bandhan Mutual Fund

#24 of 214 (1Y)

NAV

₹14.7860

as of 15 Jul 2026

Expense Ratio

2.05%

AUM

₹1,938 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+15.11%
3Y
5Y
Since Inception
+18.52%

SIP returns (XIRR)

1Y
+23.64%
3Y
5Y
Since Inception
+16.86%

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 —.

We don't show backtest scenarios for this fund yet — its NAV history has an unresolved discontinuity we're still verifying. Returns above are unaffected.

Risk Metrics

Trailing 1 year, annualised

0.81

Sharpe Ratio

+0.21

Alpha

0.30

Beta

0.77

Sortino

16.88%

Std Dev

-14.88%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 May 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 31 May 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
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