HT Bureau
Guwahati, May 1: Bandhan Innovation Fund has completed two years of operations, focusing on investing in companies where innovation acts as the primary driver of long-term growth and value creation.
Launched with a specialised mandate, the fund targets businesses characterised by strong research and development (R&D) investments, high-skilled workforce intensity, differentiated products and services, and scalable, non-linear business models.
It aims to identify companies whose growth is shaped by innovation cycles rather than traditional economic or commodity trends.
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Prateek Poddar, Fund Manager of the Bandhan Innovation Fund, said innovation has increasingly become central to building sustainable competitive advantage.
“Businesses that innovate successfully are better positioned to compound independent of short-term economic cycles, improve productivity, expand market share and even create entirely new markets,” he said.
He added that many globally successful companies were identified and backed by long-term investors well before they became mainstream.
“Our approach is to invest ahead of widespread benchmark inclusion rather than after it,” Poddar noted.
The fund’s strategy is aligned with India’s evolving economic landscape, where emerging enterprises—led by engineers, technologists and entrepreneurs—are developing new products and services that could shape the next generation of market leaders.
According to the fund, this phase presents an opportunity for investors to participate early in value creation before such companies gain broader recognition.
It is positioned as a suitable option for investors with a long-term horizon and higher risk appetite, particularly those seeking to diversify their portfolios and tap into innovation-driven sectors.
Bandhan Innovation Fund also highlighted that combining such thematic investments with more stable large-cap allocations could provide a balance between stability and long-term compounding potential. As it enters its third year, the fund said it will continue to focus on identifying and investing in businesses that are building enduring value through innovation and are aligned with long-term structural shifts in India’s economy.
