BANDHAN Core Equity Fund - Regular Plan - Growth

(Erstwhile IDFC Classic Equity Fund-Regular Plan-Growth)
Fund House: Bandhan Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 09-08-2005
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
TER: 1.89% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 4,394.78 Cr As on (30-04-2024)
Turn over: 160% | Exit Load: If unit beyond 10%, Exit load of 1% if redeemed within 1 year.

119.042

14.08%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 1 Months
11 Years 8 Months
15 Years 3 Months
18 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to invest across sectors in well-managed sustainable businesses whose shares are available at reasonable value through a process of disciplined research. The portfolio will aim to provide part ownership to investors in some of the best-run companies in India.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.22
Sharpe Ratio 1.45
Alpha 6.67
Beta 0.91
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 59.16 37.7 25.34 21.34 16.33
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 71.47 38.84 28.94 27.34 21.92
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 54.16 39.38 26.11 - -
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 51.34 28.98 23.33 - -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 50.87 32.41 23.55 19.52 14.28
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 50.82 32.2 21.61 18.96 16.55
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 50.09 32.22 21.67 19.88 -
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 50.05 33.64 25.77 21.99 14.83
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 49.0 31.94 20.13 19.95 16.94
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 48.9 31.76 22.28 20.09 15.13

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

18.6%

Others

5.47%

Large Cap

39.7%

Mid Cap

36.23%

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