Why Consider Multi-Factor Investing?
Different Factors Win in Different Market Cycles
No single factor leads across all market conditions. Momentum tends to shine in bull runs, value in recoveries, quality during contractions, and low volatility in downturns.
Factor Performance Changes Every Year
Market conditions shift, and so does factor leadership. Relying on one factor requires conviction and timing, both hard to sustain consistently.
Multi-Factor Brings Balance
Bandhan’s multi-factor strategy combines momentum, value, quality, and low volatility factors into one portfolio. This data-backed approach aims to reduce single-factor risk and improve risk-adjusted returns over time.
Why choose Bandhan Multi-Factor Fund?
Robust Portfolio Built on Multiple Factors
Strong Back-Tested Model Performance
Outperformance Over Broad-Based Indices
Dynamic Allocation Based on Market Phase
Who Should Consider This Fund?
Investors looking for a differentiated, strategy-led approach to equity investing
Those seeking exposure to large- and mid-cap stocks
Investors aiming for potentially better risk-adjusted returns through a disciplined, factor-based strategy
Fund Facts
Type of Scheme
An open ended equity scheme investing based on an adaptive and evolving multi-factor quantitative model theme
NFO Period
10th July to 24th July 2025
Benchmark
Nifty 200 TRI
Fund Manager
Mr. Rishi Sharma (equity portion)
Mr. Brijesh Shah (debt portion)
Minimum Investment
During New Fund Offer
₹ 1,000
And in multiples of Rs. 1/- thereafter
Exit Load
0.50% - if redeemed on or before 30 days from the allotment date.
Nil - if redeemed after 30 days from the allotment date
Plans/Options
Regular/Direct Plan: Growth Option,IDCW Option
Investment Objective
The scheme seeks to generate medium to long term capital appreciation by investing predominantly in equity and equity related instruments selected based on a quantitative model.
Disclaimer: There is no assurance or guarantee that the scheme’s objectives will be realized.
Fund Manager
Rishi Sharma
Vice President - EquitiesBandhan AMC Limited
Mr. Rishi Sharma joined Bandhan AMC with a total experience of over 20 years. In his current role, he is responsible for fund management activity under the mutual fund business of the AMC. Prior to this, he was responsible for equity research and dealing activities in the Portfolio Management Services (PMS) division of the AMC and subsequently with effect from September 7, 2023, he was responsible for managing the Vedartha Neo Equity Portfolio (erstwhile known as Bandhan Neo Equity Portfolio). Prior to joining Bandhan AMC, Mr. Sharma was associated with NJ Asset Management from July 2020 – December 2022 as General Manager for Research & Fund Management in Mutual Fund – equities. Before that, he was also associated with Ashvattha Advisors LLP from Aug 2014 – April 2020 as Managing Partner in Equity and derivative research and advisory. His prior associations also include IIFL where he was responsible for Investment and Trading in all asset classes. Mr. Sharma has completed his B Com from the MS University in Vadodara and holds a PGDBA in Finance from IES Management College, Mumbai.
Product info
Bandhan Multi-Factor Fund
(An open ended equity scheme investing based on an adaptive and evolving multi-factor quantitative model theme)
This product is suitable for investors who are seeking*:
- To create wealth over a long term.
- Investment predominantly in equity and equity related instruments based on an adaptive and evolving multi-factor quantitative model.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
