Bandhan Life-Bluechip Equity Fund

F000011KKH
NAV / 1-Day Return
Total Assets
1.9 Bil
Inception Date
Dec 19, 2014
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Large-Cap
Investment Style
Large Growth
Minimum Initial Investment
—
Status
Open
TTM Yield
0.00%
Turnover
—

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
-1.13
2.72
26.99
1.47
8.74
12.23
26.17
10.78
22.60
14.47
-2.81
Category
0.35
4.72
30.31
-2.08
8.36
16.57
24.86
5.40
22.42
11.40
N/A
Index
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
2.47
26.07
15.94
N/A
Quartile Rank
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
—
Percentile Rank
62
83
80
21
53
94
27
5
30
12
—
# of Invest. in Cat.
168
166
164
163
159
83
102
99
95
103
—
Category Name
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 89.46 0.00 89.46 96.00 100.00
Fixed Income 0.00 0.00 0.00 0.03 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 10.54 0.00 10.54 2.98 0.00
Other 0.00 0.00 0.00 1.53 0.00
Investment as of Mar 31, 2025 | Category: Large-Cap as of Mar 31, 2025 | Index: Morningstar India GR INR as of Apr 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Dec 19, 2014
Number of Managers
1
Longest Tenure
4.3 Years
Average Tenure
4.3 Years
Advisor(s)
Bandhan Life Insurance Limited

Management Team

Avinash Agarwal
Jan 01, 2021 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Above Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
45 0
Bond Holding
0 0
Other Holding
9 0
Total Holding
54 0
Equity Holdings
45
Bond Holdings
0
Other Holdings
9
Total Holdings
54
% Assets in Top 10 Holdings
46
Reported Turnover %
—
As of —
Women Directors %
20
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
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Holdings as of Mar 31, 2025 | The top 54 largest holdings are available for display across Equity, Bond and Other.

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