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NFO Monitor

Fund Fact

Name of Funds:

Bandhan Business Cycle

Opening:

10th September 2024

Closing:

24th September 2024

Minimum Investment:

- Rs. 1000/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

0.50% of NAV if redeemed on or before 30 days from the date of allotment.

Fund Stats

Objective:

The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

Benchmark:

NIFTY 500

Fund Manager:

Vishal Biraia, Ritika Behera, Harshal Joshi, Gaurav Satra

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

HDFC Business Cycle Fund	22.92(6M)	35.86(1Y)
Kotak Business Cycle Fund	34.07(6M)	41.99(1Y)

Fund Prognosis

Idea Distiller

Investments in the business cycle mode is the least risky path when the markets are at bubbly highs.

Fund House AAUM:
Rs 14496499.84 Lakhs (as on 30th June, 2024)
Fund Manager:
Combined experience of above 15 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

I have rarely come across a business cycle fund doing well over a longer time frame. I will refrain from investing.

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