Bandhan Core Equity Fund-Growth-(Direct Plan)

Equity | Large & Mid Cap

(NAV as of 10/10/2024)

156.12 (-0.26)

3Y Returns

25.37%

Min SIP

₹100

Min Lumpsum

₹1000

Expense Ratio

0.74%

Fund Size

₹3484 Cr

Inception Date

01-Jan-13

Fund Manager

Manish Gunwani

Exit Load

Nil upto 10% of investment and 1% for remaining investment on or before 365D, Nil after 365D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the S&P BSE Large Mid Cap TRI benchmark but its beta is more than Large & Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more or less similar SIP returns than the S&P BSE Large Mid Cap TRI benchmark and among the mid quartile in Large & Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given lower risk adjusted returns than the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the S&P BSE Large Mid Cap TRI benchmark but its alpha is less than Large & Mid Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given less returns than the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the S&P BSE Large Mid Cap TRI benchmark and among the top quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

95.57%

Debt & Others

4.43%

Market Cap Allocation

Large Cap

43.05%

Mid Cap

32.77%

Small Cap

19.74%

Other Cap

4.43%

Sector Allocation

Banks

10.77%

Finance

9.15%

Automobiles

8.78%

Internet and Technology

6.66%

Pharmaceuticals

5.90%

Top Ten Holdings

Triparty Repo

5.85%

Reliance Industries Ltd

3.46%

Infosys Ltd

3.39%

HDFC Bank Ltd

2.99%

ICICI Bank Ltd

2.72%

Investment Objective

The Scheme Seeks To Generate Long-Term Capital Growth By Investing Predominantly In Large Cap And Mid Cap Stocks.

Fund House Detail

AMC Name

Bandhan AMC Limited

Scheme Document

https://bandhanmutual.com/downloads/sid

Address

OneIndiaBulls Centre, 841, Jupiter Mills Compound,Senapati Bapat Marg, Elphinstone Road (West),Mumbai - 400 013

Similar Funds

Fund

Zi Tag

Bandhan Core Equity Fund-Growth-(Direct Plan)

52.95%

25.37%

27.5%

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18.32%

23.22%

Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth

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17.77%

23.24%

Canara Robeco Emerging Equitiesdirect Growthgrowth

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15.52%

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15.49%

25.04%

Franklin India Equity Advantage Fund - Direct Growth

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15.32%

21.32%

Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan

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10.32%

19.83%

Woc Large And Mid Cap Fund-Direct Plan-Growth

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