Scheme Overview

BANDHAN Equity Savings Fund - Regular Plan - Growth

(Erstwhile IDFC Arbitrage Plus Fund-Regular Plan-Growth)

Category: Hybrid: Equity Savings
Launch Date: 09-06-2008
Asset Class: Mixed Asset
Benchmark: CRISIL Equity Saving Index
Expense Ratio: 1.1% As on ( 31-07-2025)
Status: Open Ended for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 323.84 Cr As on ( 31-07-2025)
Turn over: 40
NAV as on 12-08-2025

31.236

-0.02 ( -0.0672% )

CAGR Since Inception

6.85%

CRISIL Equity Saving Index

9.49%

PERFORMANCE of BANDHAN Equity Savings Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 12-08-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
BANDHAN Equity Savings Fund - Regular Plan - Growth 5.45 7.45 8.11 6.6 6.85
Benchmark - - - - -
Hybrid: Equity Savings 5.0 9.58 10.36 7.81 7.82

Yearly Performance (%)

Fund Managers

Mr. Viraj Kulkarn & Mr. Harshal Joshi

Investment Objective

The primary objective of the Scheme is to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme’s total assets in equity securities.

RETURNS CALCULATOR for BANDHAN Equity Savings Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of BANDHAN Equity Savings Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BANDHAN Equity Savings Fund - Regular Plan - Growth 2.76 0.91 1.56 0.08 7.24 2.66
Hybrid: Equity Savings - - - - - -

PEER COMPARISION of BANDHAN Equity Savings Fund - Regular Plan - Growth

Period :
Data as on - 12-08-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BANDHAN Equity Savings Fund - Regular Plan - Growth 09-06-2008 5.45 7.77 7.45 8.11 6.6
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 05-10-2014 7.76 11.91 10.81 10.63 8.83
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 10-11-2014 6.94 8.92 8.67 9.73 7.66
ICICI Prudential Equity Savings Fund - Cumulative option 05-12-2014 6.67 8.29 8.7 9.47 8.21
LIC MF Equity Savings Fund-Regular Plan-Growth 01-01-2013 6.28 10.59 9.0 9.79 6.82
Mirae Asset Equity Savings Fund- Regular Plan- Growth 15-12-2018 6.17 11.33 10.64 12.16 0.0
Tata Equity Savings Fund -Regular Plan-Growth Option 26-04-1997 5.9 10.79 9.5 10.01 7.28
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 5.73 10.49 9.84 11.12 0.0
PGIM India Equity Savings Fund - Growth Option 29-01-2004 5.46 7.4 6.97 8.75 6.98
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 5.44 11.41 11.07 11.18 8.51

PORTFOLIO ANALYSIS of BANDHAN Equity Savings Fund - Regular Plan - Growth

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

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