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Bandhan Innovation Fund

Bandhan Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI

Bandhan Innovation Fund maintains a concentrated 82-holding portfolio tilted toward healthcare, retail, and financial services, betting on secular growth drivers in India's consumption and digital economy. The manager's significant portfolio churn—adding 11 names including infrastructure plays like Adani Ports while exiting commodity-linked Vedanta—signals a tactical shift away from cyclicality toward innovation-led businesses. With nearly 80 percent deployed across just eight sectors and cash still minimal, conviction runs high despite elevated concentration risk.

Portfolio analysis · April 2026

PlanNAV1M3M6M1Y3Y CAGR5Y CAGR
Direct Growth₹13.6580
Regular Growth₹13.2410+3.48%+1.60%-1.66%+10.94%
Direct IDCW₹12.8170
Regular IDCW₹12.4250
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
80
Top 5 Weight
20.16%
Top 10 Weight
32.12%
Active Share
Large Cap
36.35%
Gini
0.374
Holdings: 7582+11 added4 removed39 weight shifts ≥ 0.1%
StockWeight
Adani Ports and Special Economic Zone Limited1.38%
Jubilant Foodworks Limited0.87%
Hindustan Zinc Limited0.80%
ABB India Limited0.76%
Cohance Lifesciences Limited0.37%
Amir Chand Jagdish Kumar (Exports) Ltd0.28%
^^Talwandi Sabo Power Limited0.35%
^^Vedanta Aluminium Metal Limited0.35%
^^Malco Energy Limited0.35%
^^Vedanta Iron And Steel Limited0.35%
Triparty Repo TRP_0405260.87%
#Holding% to NAV
1
Eternal Limited
INE758T01015
4.86%
2
One 97 Communications Limited
INE982J01020
4.53%
3
ICICI Bank Limited
INE090A01021
3.87%
4
AstraZeneca Pharma India Limited
INE203A01020
3.63%
5
Bajaj Finserv Limited
INE918I01026
3.27%
6
Jubilant Ingrevia Limited
INE0BY001018
2.63%
7
Reliance Industries Limited
INE002A01018
2.59%
8
Varun Beverages Limited
INE200M01039
2.36%
9
Mahindra & Mahindra Limited
INE101A01026
2.25%
10
MTAR Technologies Limited
INE864I01014
2.13%
11
Honasa Consumer Limited
INE0J5401028
2.07%
12
Coforge Limited
INE591G01025
2.06%
13
GE Vernova T&D India Limited
INE200A01026
1.93%
14
Amber Enterprises India Limited
INE371P01015
1.86%
15
Poonawalla Fincorp Limited
INE511C01022
1.83%
16
HDFC Bank Limited
INE040A01034
1.79%
17
NTPC Limited
INE733E01010
1.77%
18
Thangamayil Jewellery Limited
INE085J01014
1.54%
19
Fortis Healthcare Limited
INE061F01013
1.53%
20
Prestige Estates Projects Limited
INE811K01011
1.48%
Pharmaceuticals & Biotechnology9.6%
Retailing9.2%
Finance6.4%
Banks5.7%
Automobiles5.5%
Electrical Equipment4.8%
Financial Technology (Fintech)4.5%
Consumer Durables4.4%
Healthcare Services3.9%
IT - Software3.6%

Top 10 sectors by % to NAV. Excludes derivatives.