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Bandhan US specific Equity Active FoF

Bandhan US specific Equity Active FoF

Fund Overview

Expense ratio 0.65% as on Aug 31, 2025
Exit load 1.0%
AUM (Fund size) ₹345 Cr
Lock-in Period Nil
Age 4 yrs 2 m since Jul 29, 2021
Benchmark Russel 1000 Growth TRI
Min. investment This scheme is currently not buyable
Risk Very High
Short term capital gains (STCG) Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG) After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Peer Comparison

Fund Name 1M 6M 1Y 3Y 5Y 10Y
Bandhan US specific Equity Active FoF 6.23% 32.18% 28.68% 30.97% N.A. N.A.
Invesco India - Invesco Global Equity Income FoF -0.04% 19.59% 18.55% 28.29% 20.34% 13.05%
Edelweiss US Technology Equity FoF 7.05% 42.49% 38.3% 37.26% 18.98% 13.87%
Edelweiss Europe Dynamic Equity Offshore Fund 1.93% 21.72% 26.75% 28.51% 18.24% 10.84%
Axis Global Equity Alpha FoF 3.0% 25.1% 26.12% 25.86% 17.32% 8.31%
Edelweiss US Value Equity Offshore Fund 1.45% 11.43% 11.96% 16.42% 16.76% 12.64%
Fund Name Std. deviation Beta Sharpe Sortino
Bandhan US specific Equity Active FoF 16.32 N.A. 1.13 1.72
Invesco India - Invesco Global Equity Income FoF 14.42 N.A. 1.15 1.59
Edelweiss US Technology Equity FoF 25.60 N.A. 0.91 1.47
Edelweiss Europe Dynamic Equity Offshore Fund 14.54 N.A. 1.14 2.06
Axis Global Equity Alpha FoF 13.14 N.A. 1.06 1.50
Edelweiss US Value Equity Offshore Fund 13.94 N.A. 0.55 0.87
Fund Name AUM Fund Age Expense Ratio
Bandhan US specific Equity Active FoF 345 Cr 4 yrs 2 m 0.65%
Invesco India - Invesco Global Equity Income FoF 99 Cr 11 yrs 5 m 0.87%
Edelweiss US Technology Equity FoF 3,246 Cr 5 yrs 7 m 0.72%
Edelweiss Europe Dynamic Equity Offshore Fund 147 Cr 11 yrs 8 m 0.6%
Axis Global Equity Alpha FoF 1,045 Cr 5 yrs 0.9%
Edelweiss US Value Equity Offshore Fund 178 Cr 12 yrs 2 m 0.73%

Best Mutual Funds for 2025

Mutual Fund AUM 1Y Returns 5Y Returns
Bandhan Infrastructure Fund 1,613 Cr -11.58% 34.62%
Bandhan Small Cap Fund 14,562 Cr -3.98% 31.83%
Bandhan Value Fund 9,841 Cr -7.14% 27.95%
Bandhan Large & Mid Cap Fund 10,231 Cr -2.92% 26.74%
Bandhan ELSS Tax Saver Fund 6,899 Cr -5.49% 24.27%
Bandhan Flexi Cap Fund 7,365 Cr -4.12% 19.56%