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BANDHAN Equity Savings Fund - Regular Plan - Growth is a hybrid scheme managed by Bandhan Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 7.45%, with the bottom and top quartiles at 6.95% and 7.89% respectively. It has ranked in the top half of its category for 3 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.08% on assets of ₹389Cr. The fund is currently managed by Gaurav Satra, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Multi Commodity Exchange of India Ltd | Financial Services | 4.10% |
| Kotak Mahindra Bank Limited | Financial Services | 3.66% |
| Bajaj Finance Limited | Financial Services | 0.16% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 1 | 16.93% |
| Pharmaceuticals & Biotechnology | 6 | 5.20% |
| Capital Markets | 1 | 4.10% |
| Petroleum Products | 1 | 3.78% |
| Automobiles | 2 | 3.76% |
| Diversified FMCG | 2 | 3.57% |
| Construction | 1 | 3.27% |
| Cement & Cement Products | 3 | 3.16% |
| Food Products | 2 | 2.64% |
| Chemicals & Petrochemicals | 1 | 2.55% |
| Telecom - Services | 1 | 2.30% |
| Consumer Durables | 2 | 2.18% |
| IT - Software | 4 | 2.15% |
| Ferrous Metals | 2 | 1.96% |
| Finance | 1 | 1.50% |
| Power | 1 | 1.31% |
| Insurance | 2 | 1.20% |
| Electrical Equipment | 1 | 1.12% |
| Non - Ferrous Metals | 1 | 0.86% |
| Healthcare Services | 1 | 0.72% |
| Personal Products | 1 | 0.67% |
| Auto Components | 1 | 0.67% |
| Aerospace & Defense | 1 | 0.52% |
| Transport Infrastructure | 1 | 0.49% |
| Retailing | 1 | 0.12% |
| Transport Services | 1 | 0.10% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | 1.19% | 4.95% | 7.18% | 10.10% | 19.22% | 100.0% |
| 3Y | 6.22% | 6.95% | 7.45% | 7.89% | 9.71% | 100.0% |
| 5Y | 6.02% | 6.63% | 7.47% | 8.16% | 9.31% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 7.9% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 6 data points.
| 5Y |
|---|
| Star |
|---|
| HSBC Equity Savings Fund - Regular Growth | HSBC Mutual Fund | ₹905 Cr | — | +12.92% | — | 4★ |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Edelweiss Mutual Fund | ₹1,313 Cr | 2.10% | +10.42% | +8.86% | 5★ |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | Mirae Asset Mutual Fund | ₹1,918 Cr | 1.37% | +9.74% | +8.67% | 3★ |
| Kotak Equity Savings Fund - Regular - Growth | Kotak Mahindra Mutual Fund | ₹10,032 Cr | 1.71% | +9.73% | +9.31% | 3★ |
| SBI Equity Savings Fund - Regular Plan - Growth | SBI Mutual Fund | ₹5,700 Cr | 2.56% | +9.57% | +8.29% | 3★ |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹531 Cr | 2.41% | +8.90% | +7.76% | 3★ |
| Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Mutual Fund | ₹281 Cr | 2.47% | +8.75% | +7.52% | 2★ |
| UTI Equity Savings Fund - Regular Plan - Growth Option | UTI Mutual Fund | ₹821 Cr | 1.72% | +8.68% | +8.46% | 3★ |
| Axis Equity Savings Fund - Regular Plan - Growth | Axis Mutual Fund | ₹868 Cr | 2.28% | +8.58% | +7.45% | 2★ |
| DSP Equity Savings Fund - Regular Plan - Growth | DSP Mutual Fund | ₹3,541 Cr | 1.94% | +8.49% | +7.62% | 4★ |