Bandhan Mutual Fund Shines with Small-Cap Investment Opportunities

Bandhan Mutual Fund offers an attractive small-cap fund for retail and HNI investors. The fund aims for long-term capital appreciation by investing in small-cap companies. Managed by an experienced team, it has delivered impressive returns, making it a compelling option for wealth creation over the long term.


Devdiscourse News Desk | Mumbai | Updated: 31-07-2024 11:22 IST | Created: 31-07-2024 11:22 IST
Bandhan Mutual Fund Shines with Small-Cap Investment Opportunities
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Bandhan Mutual Fund presents a lucrative small-cap investment option for both retail and high-net-worth investors, eyeing optimal returns over the long term. The fund allows participation in India's high-growth narrative by investing in promising small and mid-sized companies.

The Bandhan Small Cap Fund, available in both regular and direct plans, focuses on equity and equity-related instruments of SEBI-defined small-cap companies. Key features include management by a seasoned team, a long-term capital appreciation objective, a bottom-up stock selection strategy, and a minimum investment requirement of Rs 1000.

The fund has outperformed its benchmarks, delivering a 70.57% return over the past year and 27.31% over three years. Benefits include access to high-growth small caps, long-term wealth creation, active management, liquidity advantage, and diversification. With assets worth Rs 5,880 crore, it maintains a competitive expense ratio of 1.77%.

(With inputs from agencies.)

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