- Mutual Funds
- Bandhan Mutual Funds
- Bandhan Core Equity Fund (PIDCW-A)
Formerly IDFC Core Equity IDCW-P
Bandhan Core Equity Fund (PIDCW-A)
₹ 26.372
NAV (Apr 22)
Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.372
NAV (Apr 22)
Fund Returns
Last 1Y | 37.4% |
Last 3Y | 20.7% |
Last 5Y | 16.6% |
Last 10Y | 14.6% |
Since Inception | 12.8% |
6 Month CAGR | 18% |
Scheme Information
The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.
Expense Ratio | 1.9 |
Launched (19y ago) | Aug 09, 2005 |
AUM in Crores | 4022.921 |
ISIN | INF194K01532 |
Lock-in | No Lock-in |
Benchmark | Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.7 |
Standard Deviation (5yr) | 20.6 |
Beta (3yr) | 0.91 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 0.956 |
Sharpe Ratio (5yr) | 0.566 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Core Equity Fund (PIDCW-A) | 11,10,463 | 3,77,851 | 16.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
triparty repo
5.6%reliance industries ltd
4.1%icici bank ltd
3.6%hdfc bank ltd
2.9%maruti suzuki india ltd
2.6%Allocation by Sector
financial services
25.7%industrials
15.9%consumer cyclical
15.4%basic materials
8.8%healthcare
7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.2% | ||
1.3% | 1.5% | ||
1.3% | 1.5% | ||
1.3% | 1.5% | ||
26.9% | 17.4% |
Bandhan Core Equity Fund (PIDCW-A) Review
Bandhan Core Equity Fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.8% over a period of 18 years. The fund was previously known as IDFC Core Equity IDCW-P. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Harsh Bhatia, Manish Gunwani, Rahul Agarwal, Ritika Behera.
Nav of Bandhan Core Equity Fund (PIDCW-A) as of 4/22/2024 is ₹26.37 with the total AUM as of 4/23/2024 is ₹4022.921. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Core Equity Fund (PIDCW-A) was launched on Aug 09, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bandhan Core Equity Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Bandhan Core Equity Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty LargeMidcap 250 TR INR.
Bandhan Core Equity Fund (PIDCW-A) is rated as a 3 fund in Equity and delivered 37.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Core Equity Fund (PIDCW-A).
Frequently Asked Questions
What is Bandhan Core Equity Fund (PIDCW-A)?
How to invest in Bandhan Core Equity Fund (PIDCW-A)?
You can invest in Bandhan Core Equity Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Bandhan Core Equity Fund (PIDCW-A)?
The minimum sip amount for Bandhan Core Equity Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Core Equity Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Bandhan Core Equity Fund (PIDCW-A) is a Neutral fund. You can investBandhan Core Equity Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Bandhan Core Equity Fund (PIDCW-A)?
The expense ratio of the Bandhan Core Equity Fund (PIDCW-A) is 1.9% for regular plan.