NFO Opens In
NFO Opens In
Above mentioned details are for understanding purposes only.
Each phase of the economic cycle presents distinct investment opportunities, with some sectors thriving while others may lag.
Understanding the business cycle allows for targeted investments in sectors poised to benefit from current economic conditions.
For example, financials and real estate may perform well during expansion, while consumer staples and utilities may thrive during contractions.
Purely an indication and for illustration purposes only. The sectors mentioned are for illustrative purposes only. The above analysis should not be treated as any recommendation.
Considers macroeconomic factors such as GDP growth, interest rates, inflation, and political stability to guide investment decisions.
Monitors aggregate earnings, market sentiment, valuations, and capital flows to stay ahead of market trends.
Focuses on sector-specific drivers like demand, supply, and profitability, combined with a bottom-up approach to stock selection.
Above is a broader approach based on the fund manager’s view. However, the overall portfolio would be based on the details mentioned in the SID. FII- Foreign Institutional Investors, DII- Domestic Institutional Investors
Actively tracks high-frequency indicators to identify and seize market opportunities.
Takes significant deviations in exposure to at least three of the top five sectors by weight in the Nifty 500 Index.
Adapts sector allocations based on shifts in the economic cycles.
Invests across large, mid, and small-cap segments without bias.
Maintains flexibility with cash levels, with up to 15% cash allocation to manage risk.
Combines top-down macroeconomic analysis with bottom-up stock selection approach based on valuations, company fundamentals, and management quality.
Above is a broader approach based on the fund manger view. However, the overall portfolio would be based on the details mentioned in the SID.
Ideal for those looking to enhance their portfolios with potential alpha.
Suited for those with a long-term investment horizon, particularly through SIP.
Ideal for investors comfortable with higher risks in pursuit of higher returns potential.
Make an informed decision. Learn more about investing in Bandhan Business Cycle Fund.
An open-ended equity scheme following a business cycle based investing theme.
10th September to 24th September
Nifty 500 TRI
Mr. Vishal Biraia & Ms. Ritika Behera (equity portion)
Mr. Harshal Joshi (debt portion)
Ms. Ritika
Behera & Mr. Gaurav Satra (overseas equity portion)
Regular/Direct Plan: Growth Option
During New Fund Offer
And in multiples of Rs. 1/- thereafter
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Fund Manager
Bandhan AMC
Over 20 years of experience in the capital market. Current Fund Manager for Bandhan Infrastructure Fund and Bandhan Retirement Fund. Sector expertise in utilities, materials, industrials and discretionary consumption. Previous roles in fund management at Max Life Insurance and Aviva Life Insurance, equity research at B&K Securities and equity sales at Antique Stock Broking. Holds a chemical engineering degree from the University of Mumbai.
Fund Manager
Bandhan AMC
14 years of experience in the capital market. Current Fund Manager for Bandhan US Equity Fund of Funds. Focuses on fundamental research in the BFSI sector. Previous roles at Ocean Dial Asset Management (an Avendus Company), Elara Securities, Batlivala & Karani Securities, Morgan Stanley Advantage Services and CRISIL. MBA from ICFAI Business School (IBS), Hyderabad and Bachelor of Accountancy and Finance from the University of Calcutta.
(An open-ended equity scheme following a business cycle based investing theme)
This product is suitable for investors who are seeking*:
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
The Disclosures of opinions/in house views/strategy incorporated herein is provided solely to enhance the transparency about the investment strategy / theme of the Scheme and should not be treated as endorsement of the views / opinions or as an investment advice. This document should not be construed as a research report or a recommendation to buy or sell any security. This document has been prepared on the basis of information, which is already available in publicly accessible media or developed through analysis of Bandhan Mutual Fund (formerly known as IDFC Mutual Fund). The information/ views / opinions provided is for informative purpose only and may have ceased to be current by the time it may reach the recipient, which should be taken into account before interpreting this document. The recipient should note and understand that the information provided above may not contain all the material aspects relevant for making an investment decision and the security may or may not continue to form part of the scheme’s portfolio in future. Investors are advised to consult their own investment advisor before making any investment decision in light of their risk appetite, investment goals and horizon. The decision of the Investment Manager may not always be profitable; as such decisions are based on the prevailing market conditions and the understanding of the Investment Manager. Actual market movements may vary from the anticipated trends. This information is subject to change without any prior notice. The Company reserves the right to make modifications and alterations to this statement as may be required from time to time. Neither Bandhan Mutual Fund (formerly known as IDFC Mutual Fund)/ Bandhan Mutual Fund Trustee Limited (formerly IDFC AMC Trustee Company Limited) / Bandhan AMC Limited (formerly IDFC Asset Management Company Limited), its Directors or representatives shall be liable for any damages whether direct or indirect, incidental, punitive special or consequential including lost revenue or lost profits that may arise from or in connection with the use of the information.
