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Sectoral / Thematic · Equity

Bandhan Healthcare Fund

Bandhan AMC Limited
Benchmark
BSE Healthcare TRI
Riskometer
Very High
Size
₹320 cr
Allotted
30 Nov 2025
Holdings as of
30 Sep 2026

Bandhan Healthcare Fund is a sectoral / thematic fund of Bandhan AMC Limited with ₹320 cr under management. Its direct plan charges 1.25% a year. Viraj Kulkarni has managed it for 0.9 years.

Has Bandhan Healthcare Fund beaten its benchmark?

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−6.00% −3.60% —
3 months−3.20% −5.03% —
6 months+12.63% −1.83% —
1 year— −4.06% —
3 years— +9.27% —
5 years— +8.00% —
10 years— +12.69% —
Since start
from 2 Dec 2025
———
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
PeriodDirectRegularBenchmarkAheadRank
1y ——— — —
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

Dec 2025 to 14 Oct 2026
50100150
Fund 110Nifty 500 TRI 93

₹100 put in at the start of Dec 2025 would be ₹110 on 14 Oct 2026, against ₹93 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

What does Bandhan Healthcare Fund cost?

1.25% a year on the direct plan, 2.78% on the regular plan; 17 of 21 funds in its category charge less.

Direct plan
1.25% a year
Category median 1.06%
Regular plan
2.78% a year
Category median 2.49%
Gap
1.53 points
for the same holdings
17 of 21 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Schemes - Sectoral Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Bandhan Healthcare Fund?

Viraj Kulkarni, since 30 Nov 2025; Brijesh Shah, since 30 Nov 2025; Ritika Behera, since 30 Nov 2025.

Viraj Kulkarni
0.9 years
since 30 Nov 2025
Brijesh Shah
0.9 years
since 30 Nov 2025
Ritika Behera
0.9 years
since 30 Nov 2025
And 1 more; every manager, the other funds each runs and the changes over time are in the app.
Benchmark as filedBSE Healthcare TRI
Exit load
• If redeemed/switched out on or within 30 days from the date of allotment: 0.50% of the applicable NAV • If redeemed/switched out after 30 days from date of allotment – Nil
From 6 Scheme Summary Documents filed with NSE, first on 7 May 2026; as on 7 Oct 2026

What does Bandhan Healthcare Fund hold?

38 holdings as of 30 Sep 2026; the ten largest are 51.0% of the fund, the largest Sun Pharmaceutical Industries Limited at 9.7%.

Mix

Holdings as of 30 Sep 2026
Equity93.5%Debt0.0%Cash6.5%Other0.0%
Holdings
38
35 shares
Top ten
51.0%
of the fund
Effective holdings
23.3
spread, as if equal-weighted
Matched to our table
100%
of the equity

Five largest industries

% of fund
Pharmaceuticals & Biotechnology73.6%
Healthcare Services25.5%
Insurance0.90%

By company size

% of equity · SEBI size lists
Large Cap31.2%Mid Cap33.4%Small Cap35.4%

How does Bandhan Healthcare Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Bandhan Healthcare Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker
Nearest to the Nifty Next 50: 91% of it differs from the index (an active fund is usually above 60%).
Active share 91.4%60%

Funds that hold much the same

% of holdings in common
Mirae Asset Nifty 500 Healthcare ETF61.0% the same
21 shared holdings
Motilal OswalBSE Healthcare ETF59.8% the same
34 shared holdings
Bandhan BSE Healthcare Index Fund59.8% the same
34 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages Bandhan Healthcare Fund?

Viraj Kulkarni (manager) since 30 Nov 2025; Brijesh Shah (manager) since 30 Nov 2025; Ritika Behera (manager) since 30 Nov 2025; Gaurav Satra (manager) since 30 Nov 2025.

What is the expense ratio of Bandhan Healthcare Fund?

1.25% a year on the direct plan and 2.78% on the regular plan (expense report, Oct 2026).

Inside the app

See Bandhan Healthcare Fund beside your own funds in Valarth

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Bandhan Healthcare Fund in the app: beside your own funds, with what you own through them

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