BANDHAN Core Equity Fund - Regular Plan - Growth
Category: Equity: Large and Mid Cap
Launch Date: 09-08-2005
AUM:
₹ 4,394.78 Cr
Expense Ratio
1.89%
Benchmark
NIFTY LARGE MIDCAP 250 TRI
ISIN
INF194K01524
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Manish Gunwani, Rahul Agarwal, Ritika Behera, Harsh Bhatia
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| BANDHAN Core Equity Fund - Regular Plan - Growth | 52.49 | 25.59 | 21.68 |
| NIFTY LARGE MIDCAP 250 TRI | 41.15 | 22.43 | 21.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
114.048
Last change
0.82 (0.7172%)
Fund Size (AUM)
₹ 4,394.78 Cr
Performance
13.84% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Manish Gunwani, Rahul Agarwal, Ritika Behera, Harsh Bhatia
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 5.08 |
| ICICI Bank Ltd. | 4.11 |
| Reliance Industries Ltd. | 3.56 |
| HDFC Bank Ltd. | 3.15 |
| Infosys Ltd. | 2.1 |
| Maruti Suzuki India Ltd. | 2.08 |
| Zomato Ltd. | 1.83 |
| Interglobe Aviation Ltd. | 1.68 |
| Info Edge (India) Ltd. | 1.61 |
| NTPC Ltd. | 1.57 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 24.08 |
| Services | 11.25 |
| Capital Goods | 10.18 |
| Energy | 9.38 |
| Automobile | 8.63 |
| Healthcare | 6.6 |
| Metals & Mining | 5.75 |
| Construction | 5.67 |
| Others | 5.17 |
| Technology | 3.22 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Bandhan Core Equity Reg Gr | 21.68 |
| Quant Large & MidCap Gr | 27.96 |
| Motilal Oswal Large and MidCap Reg Gr | 0.0 |
| Mahindra Manulife Large & Mid Cap Fund Reg Gr | 0.0 |
| Invesco India Large and Mid Cap Gr | 19.29 |
| HDFC Large and Mid Cap Gr | 22.39 |
| Nippon India Vision Gr Gr | 20.17 |
| UTI Large & Mid Cap Fund Reg Gr | 20.56 |
| HSBC Large and Mid Cap Gr | 19.94 |
| ICICI Pru Large & MidCap Gr | 22.45 |