Introduction
Bandhan Mutual Fund introduces its latest investment avenue, the Bandhan Business Cycle Fund, with a new fund offer (NFO) period starting from September 10th to September 24th, 2024. This open-ended equity scheme seeks to capitalize on the dynamic nature of business cycles, providing a unique investment opportunity for those keen on a 360-degree approach to wealth creation.
Understanding Business Cycle Funds
Business cycle funds are investment instruments that strategize asset allocation based on the different stages of the economic cycle. By dynamically shifting focus on sectors and stocks that thrive during various business phases, these funds aim to optimize returns and mitigate risks associated with market fluctuations.
How They Work
Business cycle funds capitalize on the cyclical movement of the economy, allocating investments strategically to maximize gains during expansion phases and protect capital during downturns. Fund managers closely monitor economic indicators to adjust the portfolio composition, aiming to outperform the market across different business cycles.
Why Invest in Business Cycle Funds
Investing in business cycle funds offers the potential for higher returns by capitalizing on sector rotation opportunities. These funds provide diversification benefits, reducing the impact of market volatilities. Investors with a long-term horizon can benefit from the dynamic nature of these funds, optimizing returns over the complete economic cycle.
Who Can Invest
Bandhan Business Cycle Fund is open to all investors looking to participate in a theme-based equity scheme. Both regular and direct plans with a growth option are available, catering to varying investment objectives. The fund aims to attract individuals seeking long-term capital appreciation through strategic sector allocation.
Who Should Not Invest
Individuals with a low-risk appetite or those looking for short-term gains might find business cycle funds unsuitable. The dynamic nature of these funds necessitates a longer investment horizon and tolerance for market fluctuations. Conservative investors seeking stable returns may find traditional investment avenues more suitable.
Performance Comparison: Leading Business cycle Funds
The table below compares the performance of leading business cycle funds in the market:
*Returns shown above are as on Sep 09, 2024
Why Choose Bandhan Business Cycle Fund
The Bandhan Business Cycle Fund offers a 360-degree investment approach, focusing on long-term capital appreciation via equity and equity-related instruments. The fund managers, Mr. Vishal Biraia, Ms. Ritika Behera, Mr. Harshal Joshi, and Mr. Gaurav Satra, bring a wealth of expertise to construct a robust portfolio designed to navigate various business cycles.
Fund Facts
Type of Scheme: Open-ended equity scheme following a business cycle based investing theme
NFO Period: September 10th to September 24th, 2024
Benchmark: Nifty 500 TRI
Fund Managers: Equity Portion: Mr. Vishal Biraia & Ms. Ritika Behera,
Debt Portion: Mr. Harshal Joshi
Overseas Equity Portion: Ms. Ritika Behera & Mr. Gaurav Satra
Exit Load: If redeemed/switched within 30 days: 0.50% of NAV After 30 days: Nil
Minimum Investment: During NFO ₹ 1,000 and multiples of Rs. 1 thereafter
Invest in Bandhan Business Cycle Fund to embark on a journey of capital appreciation through dynamic sector allocation, guided by seasoned fund managers.
Disclaimer:
This blog post is for informational purposes only and should not be construed as investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
I hope this blog post provides you with valuable insights. If you have any questions or need further information, feel free to reach out!
Mutual fund investments are subject to market risks. Please read the scheme information document carefully before investing.
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*Investors should consult their financial advisors if in doubt about whether the product is suitable for them Note: The above information has been sourced from the Scheme Information Document provided by Bandhan Asset Management. Read the entire document before investing, Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name Vasundhra Investment) is the distributor of the mutual fund. Please consult your investment advisor before investing
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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