Bandhan Mutual FundEquityModerate Risk

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth

Current NAV₹39.33as of 30/5/2026

AUM9926.40 Cr

AUM

9926.40 Cr

Expense Ratio

0.75%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Moderate

Volatility: 14.01 | Sharpe Ratio: 0.03

Fund Manager & Key Metrics

Fund ManagerManish Gunwani(3.5 years yrs)

Volatility14.01

Sharpe Ratio0.03

Portfolio Turnover43%

BenchmarkNifty 500 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 97.00% | T-Bills: 3.00%

Investment Objective

Aims to provide capital appreciation by investing in Equity securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.8.8%

2. ICICI Bank Ltd.7.5%

3. Reliance Industries Ltd.6.2%

4. Infosys Ltd.5.8%

5. Axis Bank Ltd.5.1%

6. Larsen & Toubro Ltd.4.5%

7. Bharti Airtel Ltd.4.1%

8. Sun Pharmaceutical Industries Ltd.3.8%

9. Tata Consultancy Services Ltd.3.5%

10. State Bank of India3.2%

Overview

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth overview and fund details

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth ek equity mutual fund hai, jo ki clean energy aur energy sector ke stocks mein invest karta hai. Iska main objective hai long-term capital growth achieve karna, jo investors ko sustainable energy solutions ke through wealth creation ke opportunities deta hai. Ye fund moderate risk profile ke investors ke liye suitable hai, jo high growth potential stocks mein invest karne ke liye tayyar hain. Is fund ka investment style active management hai, jisme fund manager market trends ko dhyaan mein rakhte hue stock selection karte hain.

Performance & Analysis

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth returns analysis 2026

Chaliye, ab baat karte hain Bandhan Mutual Fund Energy Fund - Direct Plan - Growth ke returns ki. Ye fund ne 1 saal mein 1.41% ka return diya hai, jo ki benchmark Nifty 500 TRI ke comparison mein moderate hai. Agar hum 3 saal ka return dekhein, toh ye 6.98% hai, aur 5 saal mein ye 5.96% tak pahunchta hai. Is fund ki performance mein consistency dekhi gayi hai, lekin market volatility ki wajah se returns kabhi kabhi fluctuate bhi karte hain. Fund manager Manish Gunwani ka experience, jo is fund ko sambhal rahe hain, iski performance par acche se impact karta hai. Unka decision-making approach aur market analysis kaafi crucial hai, jo investors ke liye positive outcome la sakta hai. Toh, jab aap is fund ko dekhenge, toh aapko ye samajhna hoga ki ye long-term investing ke liye sahi hai, kyunki historical performance benchmark se thoda neeche hai, lekin stability ke saath growth ki potential bhi provide karta hai.

⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth top holdings and portfolio allocation

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth ke top holdings mein kuch prominent names hain, jo investors ko confident banate hain. Iske top 5 holdings hain:

HDFC Bank Ltd. (8.8%)
ICICI Bank Ltd. (7.5%)
Reliance Industries Ltd. (6.2%)
Infosys Ltd. (5.8%)
Axis Bank Ltd. (5.1%)

Ye stocks energy sector ke saath-saath financial services aur technology ki bhi coverage dete hain. Is fund ka portfolio allocation kaafi balanced hai, jo ki sector diversification ko promote karta hai. Kyunki ye fund energy sector ki growth par focus karta hai, usmein reliance industries jaise giants ki inclusion is strategy ka part hai. Iska matlab hai ki is fund ka exposure sirf renewable energy tak nahi, balki broader economic growth se bhi hai. Aise mein investors ko yeh samajhna hoga ki ye fund unke portfolio ko diversify karne mein madadgar ho sakta hai.

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth riskometer and downside risk

Riskometer ki baat karein, toh Bandhan Mutual Fund Energy Fund - Direct Plan - Growth ko moderate risk category mein rakha gaya hai. Ye fund un logon ke liye best hai jo thoda risk le sakte hain, par unhe zyada volatility nahi chahiye. Market volatility ke dauran, ye fund thoda sa downside risk face kar sakta hai, lekin iski diversified holdings is risk ko mitigate karne mein madad karti hain. Sharpe ratio data available nahi hai, lekin fund manager ki strategy aur market analysis se ye pata chalta hai ki ye fund aapko steady returns provide karne ki koshish kar raha hai. Agar aap moderate risk tolerance rakhte hain aur long-term growth ke liye tayyar hain, toh ye fund aapke liye sahi choice ho sakta hai.

Who Should Invest?

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth long term investment outlook

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth ka long-term outlook kaafi promising hai. Energy sector mein growing trends, jaise ki renewable energy adoption aur sustainability initiatives, investors ko naye opportunities provide karte hain. Historical positioning ke basis par, jab energy stocks perform karte hain toh investments mein substantial growth dekhne ko mil sakta hai. Updated in May 2026, hum ye dekh rahe hain ki market mein increased awareness aur government policies ki wajah se energy sector mein positive movements aa rahe hain. Ye fund un investors ke liye suitable hai jo future growth potential ko dhyaan mein rakhte hue apne portfolios ko diversify karna chahte hain. Is fund ka exposure high growth sectors mein hai, jo ki investors ko long-term wealth creation ke liye opportunities de sakta hai.

Pros & Cons

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth – fayde aur nuksan

Fayde:
- Strong portfolio diversification
- Moderate expense ratio (0.75%)
- Focus on high growth sectors
- Experienced fund manager
Nuksan:
- 1Y return modest hai
- Market volatility ka risk
- Sharpe ratio data not available

Frequently Asked Questions

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth – aksar puche jaane wale sawaal (FAQs)

Bandhan Mutual Fund Energy Fund - Direct Plan - Growth kaisa hai beginner investors ke liye?

Haan, ye fund beginner investors ke liye suitable hai kyunki iska moderate risk profile aur diversified portfolio hai. Yeh long-term wealth creation ke liye achha option hai.

SIP karna Bandhan Mutual Fund Energy Fund mein kaisa hai?

SIP investing is fund mein kaafi beneficial hai, kyunki aap market volatility ko average kar sakte hain aur long-term returns bhi achieve kar sakte hain.

Bandhan Mutual Fund Energy Fund ki tax implications kya hain?

Is fund se milne wale returns par Long-Term Capital Gains (LTCG) tax lagega, agar aapka investment 1 saal se zyada hai. Short-Term Capital Gains (STCG) par bhi tax applicable hoga.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 TRI) (%)
1 Year	1.41%	—
3 Years	6.98%	—
5 Years	5.96%	—
Since Launch	8.53%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 7.0%

Invested: ₹956k

Gains: ₹4208k

Total Invested

₹956245.48

Total Returns

+ ₹4208178.81

Maturity Value

₹5164424.28

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 7.0% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.