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Bandhan - Neo Equity Portfolio
Bandhan - Neo Equity Portfolio

Bandhan - Neo Equity Portfolio

  • Bandhan Asset Management Company
  • Mid AND Large Cap
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Portfolio age8 years, 6 months
-2.9%
-2.77%
Hurdle Rate**12.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/07/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (16.24%)
Allocation by Market Cap
Small Cap (2.57%)
Mid Cap (26.79%)
Large Cap (54.38%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
30.83
(As on Jul, 2025)
Inception Date
Jul 11, 2017
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
0.00%
Hurdle Rate
12.00%
Profit Sharing
20% over hurdle rate of 12%
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bt_logoINVESTMENT PHILOSOPHY

Objective

Bandhan Neo Equity Portfolio is a focused portfolio of large and mid-capitalized stocks from the S&P BSE 200 index stock universe combining Machine Learning based investment process with Portfolio Manager Expertise.

Investment Approach

Bandhan Neo Equity Portfolio driven by Machine Learning (ML) capabilities, under the supervision of a Quantitative Portfolio manager, has the potential to identify opportunities to generate additional alpha while minimising risk / volatility of returns.

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bt_logoPEER ANALYSIS

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Shriram LEAPS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 20
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
Growth Fund
AUM (₹ Cr)
₹24.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 20
Fixed Fee
2.50%
Scheme Return
1.69%
Benchmark Return
0.96%
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹51.30 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.00%
Scheme Return
1.52%
Benchmark Return
0.96%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 20
Fixed Fee
1.35%
Scheme Return
1.44%
Benchmark Return
1.92%
Green Lantern - Alpha Fund
AUM (₹ Cr)
₹51.82 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 20
Fixed Fee
No Option
Scheme Return
0.82%
Benchmark Return
0.96%
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹66.18 Cr
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 20
Fixed Fee
2.50%
Scheme Return
0.14%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Bandhan Asset Management Company
Bandhan Asset Management Company manages assets worth Rs 208.86 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

208.86 (As on Jul, 2025)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Bandhan - Neo Equity Portfolio?
The hurdle rate of Bandhan - Neo Equity Portfolio is 12.00%.
What is the fixed fee charged in Bandhan - Neo Equity Portfolio ?
The fixed fee charged in Bandhan - Neo Equity Portfolio is 2.50%.
What is the variable fee charged in Bandhan - Neo Equity Portfolio ?
The variable fee charged in Bandhan - Neo Equity Portfolio is 0.00%.
What is the profit sharing in Bandhan - Neo Equity Portfolio ?
The profit sharing in Bandhan - Neo Equity Portfolio is 20% over hurdle rate of 12%.
What is the minimum investment in Bandhan - Neo Equity Portfolio ?
The minimum investment in Bandhan - Neo Equity Portfolio is ₹50 Lacs
What type of scheme is Bandhan - Neo Equity Portfolio?
Bandhan - Neo Equity Portfolio is an Equity scheme. It falls in the Mid AND Large Cap category.
What is the inception date of Bandhan - Neo Equity Portfolio?
The inception date of Bandhan - Neo Equity Portfolio is Jul 11, 2017.
What is the exit load of Bandhan - Neo Equity Portfolio?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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