Bandhan US Equity Fund of Fund - Direct Plan
Bandhan US Equity Fund of Fund - Direct Plan
An open ended fund of fund scheme investing in units/shares of overseas Mutual Fund Scheme (/s) / Exchange Traded Fund (/s) investing in US Equity securities.
The Fund seeks to generate long term capital appreciation by investing in units/shares of overseas Mutual Fund Scheme (/s) / Exchange Traded Fund (/s) investing in US Equity securities.
- Min Investment 1,000
- Min SIP Amount 100
- Exit Load
- 1% of applicable NAV - if the units are redeemed/switched out within 1 year from the date of allotment
- Nil – if the units are redeemed / switched-out after 1 year from the date of allotment
Scheme is suitable for international allocation for a minimum investment horizon of more than 3 years. Investors will bear the recurring expenses of the Scheme in addition to the expenses of the underlying schemes in which investments are made by the Scheme. Maximum total expense ratio as per SEBI guidelines will be 2.25% including the expenses charged by the underlying schemes
Tier 1 Benchmark : Russell 1000 Growth Index^Alternate Benchmark : NA
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Performance as on 31st October 2023
| Scheme Names | CAGR Returns (%) | Current value of Investment of 10,000 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 year | 3 year | 5 year | 10 year | 20/08/2021 Since inception | 1 year | 3 year | 5 year | 10 year | 20/08/2021 Since inception | |
| Bandhan US Equity Fund of Fund - Regular Plan - Growth | 12.04 | N.A. | N.A. | N.A. | -0.87 | 11,204 | N.A. | N.A. | N.A. | 9,810 |
| 19.31 | N.A. | N.A. | N.A. | 2.39 | N.A. | N.A. | N.A. | N.A. | N.A. | |
| ^ Tier 1 Benchmark | ^^ Alternate Benchmark | ^^^ Tier 2 Benchmark | ||||||||||
This fund is managed by Mr. Harshal Joshi (w.e.f 20/08/2021) & Ms. Nishita Doshi (w.e.f 01/07/2022)
View fund performance of other funds managed by Mr. Harshal Joshi, Ms. Nishita Doshi
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
Taxation:
For taxation, please refer the link : https://bit.ly/3spfzbo
^Total Return Net of 30% Withholding Tax
Bandhan US Equity FOF
(Scheme Risk-o-meter)
Russell 1000 Growth Index^
(Tier 1 Benchmark Risk-o-meter)
This product is suitable for investors who are seeking* :
- To create wealth over long term.
- Diversification of returns through investing in a fund mainly investing in units/shares of overseas Mutual Fund Schemes (/s) / Exchange Traded Fund (/s)which invests in US Equity securities