BANDHAN Core Equity Fund - Regular Plan - Growth

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Category: Equity: Large and Mid Cap
Launch Date: 09-08-2005
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.78% As on (31-01-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 757.44 Cr As on (31-01-2025)
Turn over: 160

NAV as on 21-02-2025

118.492 -0.78 (-0.6566%)

CAGR Since Inception

13.48%

NIFTY Large Midcap 250 TRI 15.86%

PERFORMANCE of BANDHAN Core Equity Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 21-02-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
BANDHAN Core Equity Fund - Regular Plan - Growth	9.73	20.69	19.87	13.89	13.48
NIFTY LARGE MIDCAP 250 TRI	4.67	16.2	19.59	14.24	15.86
Equity: Large and Mid Cap	6.35	15.24	17.64	12.89	12.68

Yearly Performance (%)

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Fund Managers

Manish Gunwani, Rahul Agarwal, Ritika Behera, Harsh Bhatia

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.

RETURNS CALCULATOR for BANDHAN Core Equity Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of BANDHAN Core Equity Fund - Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
BANDHAN Core Equity Fund - Regular Plan - Growth	12.84	0.92	3.41	0.98	-	-
Equity: Large and Mid Cap	-	-	-	-	-	-

PEER COMPARISION of BANDHAN Core Equity Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum

Period

Data as on - 21-02-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
BANDHAN Core Equity Fund - Regular Plan - Growth	09-08-2005	9.73	27.1	20.69	19.87	13.89
Invesco India Large & Mid Cap Fund - Growth	09-08-2007	13.54	28.03	18.75	17.5	13.44
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	01-10-2019	11.29	27.9	20.07	19.8	0.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	01-08-2005	11.22	25.86	18.95	21.0	12.22
Nippon India Vision Fund-Growth Plan-Growth Option	05-10-1995	10.58	24.82	17.99	18.52	10.75
Axis Growth Opportunities Fund - Regular Plan - Growth	10-10-2018	10.36	23.07	14.28	18.6	0.0
ICICI Prudential Large & Mid Cap Fund - Growth	09-07-1998	10.27	24.54	19.73	21.85	13.65
LIC MF Large & Mid Cap Fund-Regular Plan-Growth	05-02-2015	9.91	21.44	13.29	15.19	0.0
Canara Robeco Emerging Equities - Regular Plan - Growth Option	05-03-2005	9.88	19.29	12.81	16.47	14.39
DSP Equity Opportunities Fund-Regular Plan - Growth	16-05-2000	9.61	24.27	17.64	18.17	14.11

PORTFOLIO ANALYSIS of BANDHAN Core Equity Fund - Regular Plan - Growth

Asset Allocation (%)