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  • Bandhan Core Equity Fund (Growth)

Formerly IDFC Core Equity Gr

Bandhan Mutual Funds

Bandhan Core Equity Fund (Growth)

EquityLarge & Mid Cap

107.504

NAV (Feb 28)

20.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

107.504

NAV (Feb 28)

Fund Returns

Last 1Y
50.1%
Last 3Y
24.3%
Last 5Y
20.7%
Last 10Y
16.6%
Since Inception
13.7%
6 Month CAGR
25.4%

Scheme Information

Investment Objective

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

Expense Ratio
1.91
Launched (19y ago)
Aug 09, 2005
AUM in Crores
3723.339
ISIN
INF194K01524
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.5
Standard Deviation (5yr)
20.1
Beta (3yr)
0.92
Beta (5yr)
0.98
Sharpe Ratio (3yr)
1.485
Sharpe Ratio (5yr)
0.773
YTM
0
Fund Managers

Rahul Agarwal

Fund Manager

Ritika Behera

Fund Manager

Manish Gunwani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Core Equity Fund (Growth)70%12,40,145 5,07,53320.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-02-28

Top Stock Holdings

triparty repo

5.8%
5.8%

reliance industries ltd

3.5%
3.5%

infosys ltd

3.4%
3.4%

hdfc bank ltd

3%
3%

icici bank ltd

2.7%
2.7%
See all holdings

Allocation by Sector

financial services

22.6%
22.6%

consumer cyclical

15.5%
15.5%

industrials

13.9%
13.9%

basic materials

8.7%
8.7%

energy

7.9%
7.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 20,949 cr

₹ 16,033 cr

₹ 13,846 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Bandhan Mutual Fund

Bandhan Asset Management Company Limited manages assets worth 134,371 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 38 equity,214 debt and 27 hybrid funds.amc-img
022-66289999
NVESTORMF@bandhanamc.com
Fund NameScripbox Opinion
Till Date CAGR

-

5.2%

-

2.6%

-

2.6%

-

2.6%

27.2%

17.4%

Bandhan Core Equity Fund (G) Review

Bandhan Core Equity Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 13.7% over a period of 18 years. The fund was previously known as IDFC Core Equity Gr. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Manish Gunwani, Rahul Agarwal, Ritika Behera.

Nav of Bandhan Core Equity Fund (G) as of 2/28/2024 is ₹107.50 with the total AUM as of 2/29/2024 is ₹3723.339. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Core Equity Fund (G) 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 (G) 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 (G) 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 (G) is rated as a 3 fund in Equity and delivered 50.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Core Equity Fund (G).

Frequently Asked Questions

What is Bandhan Core Equity Fund (G)?

Bandhan Core Equity Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan Core Equity Fund (G)?

You can invest in Bandhan Core Equity Fund (G) 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 (G)?

The minimum sip amount for Bandhan Core Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Bandhan Core Equity Fund (G) good to invest in?

As per Scripbox experts, Bandhan Core Equity Fund (G) is a Neutral fund. You can investBandhan Core Equity Fund (G) 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 (G)?

The expense ratio of the Bandhan Core Equity Fund (G) is 1.91% for regular plan.