BANDHAN Core Equity Fund-Direct Plan-Growth

(Erstwhile IDFC Classic Equity Fund-Direct Plan-Growth)
Fund House: Bandhan Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 0.57% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 8,408.32 Cr As on 30-04-2025(Source:AMFI)
Turn over: 160% | Exit Load: Entry Load: Nil. Exit Load (w.e.f 08-May-2020) If redeemed / Switched Out within 365 days from the date of allotment - Up to 10% of Investment Nil & For remaining Investment: 1.00%. If redeemed / switched out after 365 days from the date of allotment: Nil

154.964

16.51%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 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
0 Years 0 Months
4 Years 2 Months
5 Years 0 Months
10 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.86
Sharpe Ratio 1.14
Alpha 5.7
Beta 0.94
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-Direct Plan-Growth 01-01-2013 14.17 32.81 28.97 30.42 17.26
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 22.69 34.89 31.96 30.55 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 20.97 33.94 27.68 26.08 15.77
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 13.91 - - - -
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 13.67 23.25 18.63 24.78 11.99
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 13.63 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 13.01 27.38 24.25 28.9 15.65
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 12.85 31.27 27.47 28.89 15.68
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 12.36 28.05 24.61 28.09 13.95
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 12.08 23.47 19.87 24.24 16.24

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

16.86%

Others

6.13%

Large Cap

40.81%

Mid Cap

36.02%

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