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Bandhan Business Cycle Fund - Regular Plan - Growth is an equity scheme managed by Bandhan Mutual Fund. It has ranked in the top half of its category for 1 of the last 1 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 4.22% on assets of ₹1,227Cr. The fund is currently managed by Harshal Joshi, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 87% of its portfolio classified as of 2026-05-29.
| 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 |
|---|
| AXIS BANK LIMITED | Financial Services | 4.86% |
| HDFC BANK LIMITED | Financial Services | 4.77% |
| RELIANCE INDUSTRIES LIMITED | Energy | 3.99% |
| BHARTI AIRTEL LIMITED | Communication Services | 3.47% |
| LARSEN AND TOUBRO LIMITED | Industrials | 3.20% |
| NTPC LIMITED | Utilities | 3.18% |
| INFOSYS LIMITED | Technology | 2.81% |
| ICICI BANK LIMITED | Financial Services | 2.77% |
| STATE BANK OF INDIA | Financial Services | 2.48% |
| WOCKHARDT LIMITED | Healthcare | 1.85% |
| CITY UNION BANK LIMITED | Financial Services | 1.67% |
| SUNDARAM - CLAYTON LIMITED | Industrials | 1.62% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 1.61% |
| COROMANDEL INTERNATIONAL LIMITED | Basic Materials | 1.57% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 1.53% |
| INTERGLOBE AVIATION LIMITED | Industrials | 1.49% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 1.43% |
| Shriram Finance Limited | Financial Services | 1.30% |
| MPHASIS LIMITED | Technology | 1.29% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 1.28% |
| IDFC FIRST BANK LIMITED | Financial Services | 1.24% |
| PTC INDIA FINANCIAL SERVICES LIMITED | Financial Services | 1.20% |
| Acme Solar Holdings Ltd | Utilities | 1.16% |
| WIPRO LIMITED | Technology | 1.15% |
| POWER MECH PROJECTS LIMITED | Industrials | 1.14% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 18 | 35.04% |
| Power | — | 7.55% |
| Information Technology | — | 7.52% |
| Healthcare | 6 | 6.72% |
| Construction | — | 6.64% |
| Capital Goods | — | 6.12% |
| Services | — | 4.63% |
| Chemicals | — | 4.06% |
| Oil, Gas & Consumable Fuels | — | 3.99% |
| Telecommunication | — | 3.47% |
Active bets vs the average Equity 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 | -7.28% | -0.60% | 4.06% | 5.92% | 14.26% | 73.7% |
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 33.4% 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: Equity.
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 = 4 data points.
| 5Y |
|---|
| Star |
|---|
| quant Business Cycle Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹971 Cr | 3.49% | +17.86% | — | 3★ |
| HSBC Business Cycles Fund - Regular Growth | HSBC Mutual Fund | ₹1,149 Cr | 2.57% | +15.73% | — | 4★ |
| Tata Business Cycle Fund-Regular Plan-Growth | Tata Mutual Fund | ₹2,637 Cr | 2.06% | +15.17% | — | 4★ |
| Kotak Business Cycle Fund-Regular Plan--Growth | Kotak Mahindra Mutual Fund | ₹3,064 Cr | 2.00% | +14.86% | — | 4★ |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | Baroda BNP Paribas Mutual Fund | ₹561 Cr | 2.45% | +13.74% | — | 4★ |
| Axis Business Cycles Fund - Regular Plan - Growth | Axis Mutual Fund | ₹2,079 Cr | 3.16% | +13.43% | — | 4★ |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | Aditya Birla Sun Life Mutual Fund | ₹1,687 Cr | 2.08% | +11.81% | — | 3★ |
| Union Business Cycle Fund - Regular Plan - Growth Option | Union Mutual Fund | ₹507 Cr | 3.22% | — | — | 2★ |
| Sundaram Business Cycle Fund Regular Plan Growth | Sundaram Mutual Fund | ₹1,576 Cr | 2.06% | — | — | 2★ |
| Edelweiss Business Cycle Fund - Regular Plan - Growth | Edelweiss Mutual Fund | ₹1,498 Cr | 2.10% | — | — | 1★ |