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Bandhan Business Cycle Fund

Sectoral/ Thematic · Bandhan AMC Limited

In plain words

Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹82,420. Expect meaningful ups and downs on the way.

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Bandhan Business Cycle Fund is a Sectoral/ Thematic fund from Bandhan AMC Limited. It has a track record of about 2.0 years. As of the latest data it carries an RS rating of 36/99 (its recent momentum versus category peers). The current NAV is ₹9.84 (as of 2026-09-16).

At a glance. Current momentum (RS): 36/99 · Worst-ever fall: -17.58%
36RS rating
n/aKing Score
n/a3Y CAGR
n/a5Y CAGR
-17.58%Max drawdown
-0.44Sharpe 3Y
0.54%Expense
1202AUM ₹Cr

Growth of ₹100 - last 2 years

2024-102026-09
What ₹100 invested 2 years ago would be worth today, from actual NAV history.

Bandhan Business Cycle Fund returns: last 1, 3, 5 and 10 years

PeriodThis fundCategory average
1 month-3.5%-3.47%
3 months-0.59%2.0%
6 months7.16%10.56%
1 year-3.35%4.78%

Its trailing one-year return is -3.35%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.

Year-by-year returns

YearBandhan Business CycleBenchmark
2025+6.2%n/a
2026-5.4%n/a

Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.

Risk & drawdowns

MeasureThis fundCategory average
Worst drawdown (lifetime)-17.58%-26.37%
Worst drawdown (3Y)-17.58%-20.9%
Volatility (1Y)18.34%19.02%
Sharpe (3Y)-0.440.31
Bull-market return23.5%30.78%
Bear-market return-32.5%-23.76%

Timing matters more than people admit: the best possible 1-year stretch in Bandhan Business Cycle Fund (starting 2025-02-28) gained 16.0%, while the worst (starting 2025-03-28) lost 5.9%. The worst peak-to-bottom fall Bandhan Business Cycle Fund has ever put investors through is -17.58% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -32.5% annualised, versus 23.5% in rising markets.

How Bandhan Business Cycle Fund behaves when markets fall

When the market is falling (the Nifty below its 200-day average), Bandhan Business Cycle Fund has historically returned about -32.5% annualised, versus roughly 23.5% when the market is rising. Its deepest fall on record is -17.58%. Right now it sits about 6.56% below its all-time high (last hit 2026-01-02). The real question isn't the average year - it's whether you could hold on through the worst one.

How Bandhan Business Cycle Fund ranks in its category

Percentile versus its ~946 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.

Drawdown resilience
76th
Consistency
26th
Risk-adjusted (Sharpe)
7th

Consistency (rolling returns)

Rolling-return data isn't available for this fund yet.

What Bandhan Business Cycle Fund holds

Its latest monthly portfolio disclosure. This is what your money actually owns.

Top holdings

Axis Bank Limited · Financials
5.0%
HDFC Bank Limited · Finance
4.7%
Reliance Industries Limited · Energy
3.9%
ICICI Bank Limited · Financials
3.4%
Bharti Airtel Limited · Communication Services
3.4%
NTPC Limited · Utilities
3.1%
Larsen & Toubro Limited · Industrials
3.1%
Bajaj Finance Limited · Non-Banking Financial Company (NBFC)
3.0%
Infosys Limited · Information Technology
2.8%
One 97 Communications Limited · Financial Technologies (Fintech)
2.7%

Sector allocation

Financials
19.3%
Industrials
12.1%
Finance
7.3%
Information Technology
6.9%
Materials
6.2%
Health Care
6.2%
Utilities
5.3%
Non-Banking Financial Company (NBFC)
4.4%

The top 10 holdings make up 35.2% of the portfolio, across 94 stocks. A higher concentration means the fund's fortunes ride on fewer names.

Portfolio overlap with similar funds

Bandhan Business Cycle Fund shares HDFC Transportation and Logistics Fund (2%), LIC MF Healthcare Fund (0%), ICICI Prudential Transportation And Logistics Fund (0%) of its portfolio with these category peers (overlap = the slice of the two portfolios invested in the same stocks). The lower the overlap, the more genuinely different the portfolios are.

Who manages Bandhan Business Cycle Fund - and how good are they?

Bandhan Business Cycle Fund is managed by Harshal Joshi, Brijesh Shah and Vishal Biraia. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.

Harshal Joshi's full record

Harshal Joshi currently runs 15 funds, across Aggressive Hybrid Fund, Equity Savings, FoF Domestic, Gilt Fund with 10 year constant duration and more, with about ₹32,764 Cr under management. The book's average King Score is 74.8/100. Their strongest fund by King Score is Bandhan Aggressive Hybrid Fund (88/100); Bandhan Business Cycle Fund ranks #15 of 15 in their book.

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#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1Bandhan Aggressive Hybrid Fund88882.1%8.8%6.0%13.5%11.2%n/a0.5615.5%-31.6%
2BANDHAN LIQUID Fund89841.6%3.5%6.6%7.0%6.3%6.1%1.256.8%-0.2%
3Bandhan Gilt Fund with 10 year constant duration Fund96821.0%2.2%4.7%7.6%5.8%7.9%0.359.1%-5.0%
4Bandhan Crisil Ibx 90 10 Sdl Plus Gilt - Sep27 Index Fund84821.7%2.9%6.2%7.6%n/an/a1.067.8%-0.4%
5Bandhan Midcap Fund91803.5%17.9%7.6%17.4%n/an/a0.6321.8%-22.7%
6Bandhan Crisil Ibx 90 10 Sdl Plus Gilt - Nov 2026 Index Fund76771.4%2.8%5.9%7.3%n/an/a1.177.5%-0.4%
7Bandhan Transportation And Logistics Fund71753.9%12.2%4.9%18.5%n/an/a0.6925.5%-25.0%
8Bandhan Financial Services Fund52751.3%6.9%2.7%14.4%n/an/a0.48n/a-17.3%
9BANDHAN CRISIL IBX Gilt June 2027 Index Fund70721.4%2.6%5.6%7.3%6.0%n/a0.867.2%-3.1%
10Bandhan Crisil Ibx 90 10 Sdl Plus Gilt April 2032 Index Fund63660.9%2.0%5.5%7.2%n/an/a0.37.9%-2.2%
11BANDHAN Equity Savings Fund77651.0%3.0%3.8%6.9%6.5%7.2%0.177.8%-17.3%
12Bandhan Multi Cap Fund2564-0.4%8.1%0.4%11.7%n/an/a0.3718.6%-18.3%
13Bandhan Income Plus Arbitrage Active FOF59631.4%3.2%6.1%7.4%6.2%7.1%0.967.7%-3.0%
14Bandhan CRISIL-IBX Financial Services 3-6 Months Debt Index Fund90n/a2.0%3.9%7.0%n/an/an/a0.96n/a-0.0%
15Bandhan Business Cycle Fund (this page)36n/a-0.6%7.2%-3.4%n/an/an/a-0.44n/a-17.6%

Brijesh Shah's full record

Brijesh Shah currently runs 19 funds, across Aggressive Hybrid Fund, Banking and PSU Fund, Dynamic Bond, Equity Savings and more, with about ₹52,403 Cr under management. The book's average King Score is 79.8/100. Their strongest fund by King Score is Bandhan Gilt Fund (93/100); Bandhan Business Cycle Fund ranks #17 of 19 in their book.

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Swipe the table sideways to see all 13 columns →
#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1Bandhan Gilt Fund98931.8%4.9%7.7%7.9%6.4%7.8%0.368.5%-7.0%
2Bandhan Aggressive Hybrid Fund88882.1%8.8%6.0%13.5%11.2%n/a0.5615.5%-31.6%
3BANDHAN LIQUID Fund89841.6%3.5%6.6%7.0%6.3%6.1%1.256.8%-0.2%
4BANDHAN Dynamic Bond Fund99831.7%4.7%7.2%7.6%6.1%7.4%0.298.2%-7.0%
5Bandhan Money Market Fund95831.9%3.5%6.8%7.4%6.7%6.5%1.637.0%-1.3%
6BANDHAN Overnight Fund87831.3%2.6%5.3%6.1%5.7%n/a-1.655.2%0.0%
7Bandhan Gilt Fund with 10 year constant duration Fund96821.0%2.2%4.7%7.6%5.8%7.9%0.359.1%-5.0%
8Bandhan Banking and PSU Fund91821.4%3.4%5.9%7.2%6.2%7.2%0.647.5%-3.3%
9Bandhan Medium to Long Duration Fund99811.4%3.9%5.9%6.5%5.2%6.7%0.017.7%-6.9%
10Bandhan Medium Duration Fund81801.6%3.6%6.1%7.5%6.0%6.9%0.637.8%-3.6%
11BANDHAN Equity Savings Fund77651.0%3.0%3.8%6.9%6.5%7.2%0.177.8%-17.3%
12Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF37542.2%5.5%12.5%9.5%n/an/a0.679.5%-3.4%
13Bandhan Innovation Fund95n/a9.9%26.5%16.6%n/an/an/a0.76n/a-19.7%
14Bandhan CRISIL-IBX Financial Services 3-6 Months Debt Index Fund90n/a2.0%3.9%7.0%n/an/an/a0.96n/a-0.0%
15Bandhan Multi Asset Allocation Fund88n/a0.3%5.4%12.7%n/an/an/a0.98n/a-9.1%
16Bandhan CRISIL-IBX 10 90 Gilt Plus SDL Index - Dec 2029 Fund66n/a1.2%2.4%5.4%n/an/an/a0.05n/a-1.1%
17Bandhan Business Cycle Fund (this page)36n/a-0.6%7.2%-3.4%n/an/an/a-0.44n/a-17.6%
18Bandhan Multi-Factor Fund5n/a-5.1%-4.4%-5.2%n/an/an/an/an/a-13.4%
19Bandhan Healthcare Fundn/an/a8.5%18.7%n/an/an/an/an/an/a-7.7%

Vishal Biraia's full record

Vishal Biraia currently runs 2 funds, across Sectoral/ Thematic, with about ₹2,697 Cr under management. The book's average King Score is 50.0/100. Their strongest fund by King Score is BANDHAN Infrastructure Fund (50/100); Bandhan Business Cycle Fund ranks #2 of 2 in their book.

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#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1BANDHAN Infrastructure Fund1450-4.7%7.0%-4.9%14.2%15.5%16.0%0.3719.9%-56.9%
2Bandhan Business Cycle Fund (this page)36n/a-0.6%7.2%-3.4%n/an/an/a-0.44n/a-17.6%

A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.

Cost & fund basics

DetailValue
Expense ratio (Direct)0.54%
Exit load≈1% if redeemed within 1 year (typical)
Minimum investment₹1000
Fund size (AUM)₹1,202 Cr
Age2.0 years
Plan / OptionDirect · Growth

How Bandhan Business Cycle Fund compares to peers

FundRSKing3Y CAGR
HDFC Transportation and Logistics Fund828924.1%
LIC MF Healthcare Fund918721.4%
ICICI Prudential Transportation And Logistics Fund788721.1%
ICICI Prudential Innovation Fund568717.8%
HDFC Defence Fund878336.0%
Kotak Manufacture in India Fund818319.1%
Compare side by side. Chart Bandhan Business Cycle Fund against these peers on one screen - rebased returns, drawdowns, rolling windows and stock-level overlap.
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Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.

What these numbers mean

RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.

Bandhan Business Cycle Fund review: the bottom line

On the data, its strengths are a low expense ratio (0.54%). Whether it fits you depends on your goals, horizon and risk appetite - this page describes the fund, it does not recommend it.

Related

Frequently asked questions

Is Bandhan Business Cycle Fund a good mutual fund?

That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Bandhan Business Cycle Fund scores RS 36/99 within its category, and its worst drawdown was -17.58%. Compare those against your needs and the peer table above.

What is the NAV of Bandhan Business Cycle Fund today?

The latest NAV is ₹9.84 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.

What is the expense ratio of Bandhan Business Cycle Fund?

The Direct-plan expense ratio is 0.54% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.

Who is the fund manager of Bandhan Business Cycle Fund?

Bandhan Business Cycle Fund is managed by Harshal Joshi; Brijesh Shah; Vishal Biraia; Ritika Behera; Gaurav Satra.

Is Bandhan Business Cycle Fund safe? How risky is it?

No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -17.58% - ₹1 lakh briefly becoming about ₹82,420. As a sectoral & thematic fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.

Is Bandhan Business Cycle Fund tax-efficient / what about capital gains?

As a sectoral & thematic fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.

Direct or Regular plan - which is shown here?

All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.

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Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.

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