Latest news with #MANISHGUNWANI
Time of India
26-05-2025
- Business
- Time of India
Bandhan Small Cap Fund offer 36.4% CAGR in 5 years. Should you invest in this outperforming small cap fund?
ET Wealth collaborates with Value Research to analyse top mutual funds . We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision. BASIC FACTS DATE OF LAUNCH 25 FEB 2020 CATEGORY EQUITY Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Highly Prestigious OMEA Award for Indian Manufacturers ansoim Learn More Undo TYPE SMALL CAP AUM* Rs.10,244 crore Live Events BENCHMARK BSE 250 SMALLCAP TOTAL RETURN INDEX WHAT IT COSTS NAV** GROWTH OPTION Rs.42.7 IDCW Rs.31.7 MINIMUM INVESTMENT Rs.1,000 MINIMUM SIP AMOUNT Rs.100 EXPENSE RATIO# (%) 1.7 EXIT LOAD 1% for redemption within 365 days *AS ON 30 APR 2025 **AS ON 13 MAY 2025 #AS ON 30 APR 2025 FUND MANAGER MANISH GUNWANI 2 YEARS, 3 MONTH Recent portfolio changes New entrants Brigade Enterprises, Mastek, PTC India, Zensar Technologies (Mar) Bluspring Enterprises, Central Depository Services (India), Digitide Solutions, Kilburn Engineering, Mahindra Lifespace Developers, Rainbow Children's Medicare, STL Networks, Suryoday Small Finance Bank (Apr) Complete exits E2E Networks (Mar) Amber Enterprises India, Indus Towers, Orient Cement, PTC India, Sai Life Sciences, Thangamayil Jewellery, Torrent Power, Zensar Technologies (Apr) Should You Buy? This small cap fund is among the newer offerings in this segment. It focuses on building a diversified portfolio on a 3-pronged stock selection approach of quality, growth and reasonable valuation. The fund predominantly runs with an absolute return thought process rather than a benchmark-centric one. The fund diversifies to the hilt to mitigate risk, with over 180 bets. With tiny individual positions, even the fund's top 10 stocks constitute less than 20% of the portfolio. In its short running time so far, the fund has built an impressive track record, but much of its sharp outperformance is owing to outsized gains in 2023 and 2024. The fund could be a worthy bet if it can deliver consistently going forward.
Time of India
26-05-2025
- Business
- Time of India
36.4% CAGR in 5 years - Should you invest in this equity small-cap fund which outperformed its benchmark?
ET Wealth collaborates with Value Research to analyse top mutual funds . We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision. BASIC FACTS DATE OF LAUNCH 25 FEB 2020 CATEGORY EQUITY TYPE SMALL CAP AUM* Rs.10,244 crore BENCHMARK BSE 250 SMALLCAP TOTAL RETURN INDEX WHAT IT COSTS NAV** GROWTH OPTION Rs.42.7 IDCW Rs.31.7 MINIMUM INVESTMENT Rs.1,000 MINIMUM SIP AMOUNT Rs.100 EXPENSE RATIO# (%) 1.7 EXIT LOAD 1% for redemption within 365 days *AS ON 30 APR 2025 **AS ON 13 MAY 2025 #AS ON 30 APR 2025 FUND MANAGER MANISH GUNWANI 2 YEARS, 3 MONTH Recent portfolio changes New entrants Brigade Enterprises, Mastek, PTC India, Zensar Technologies (Mar) Bluspring Enterprises, Central Depository Services (India), Digitide Solutions, Kilburn Engineering, Mahindra Lifespace Developers, Rainbow Children's Medicare, STL Networks, Suryoday Small Finance Bank (Apr) Complete exits E2E Networks (Mar) Amber Enterprises India, Indus Towers, Orient Cement, PTC India, Sai Life Sciences, Thangamayil Jewellery, Torrent Power, Zensar Technologies (Apr) Should You Buy? This small cap fund is among the newer offerings in this segment. It focuses on building a diversified portfolio on a 3-pronged stock selection approach of quality, growth and reasonable valuation. The fund predominantly runs with an absolute return thought process rather than a benchmark-centric one. The fund diversifies to the hilt to mitigate risk, with over 180 bets. With tiny individual positions, even the fund's top 10 stocks constitute less than 20% of the portfolio. In its short running time so far, the fund has built an impressive track record, but much of its sharp outperformance is owing to outsized gains in 2023 and 2024. The fund could be a worthy bet if it can deliver consistently going forward.
