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  • Bandhan Core Equity Fund (Growth)

Formerly IDFC Core Equity Gr

Bandhan Core Equity Fund (Growth)

EquityLarge & Mid Cap

69.648

NAV (Mar 28)

9.6%
5 Year CAGR
Scripbox Opinion
Not Recommended
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

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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

69.648

NAV (Mar 28)

Fund Returns

Last 1Y

4%

Last 3Y

29.9%

Last 5Y

9.6%

Last 10Y

12.9%

Since Inception

11.6%

6 Month CAGR

0.9%

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

2.08

Launched (18y ago)

Aug 09, 2005

AUM in Crores

2390.660

ISIN

INF194K01524

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.5

Standard Deviation (5yr)

20.4

Beta (3yr)

0.98

Beta (5yr)

0.97

Sharpe Ratio (3yr)

0.624

Sharpe Ratio (5yr)

0.313

YTM

0

Fund Managers

Manish Gunwani

Fund Manager

Anoop Bhaskar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Core Equity Fund (Growth)70%926,078 193,4669.6%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-03-28

Top Stock Holdings

triparty repo

8.6%
8.6%

icici bank ltd

7.1%
7.1%

hdfc bank ltd

7%
7%

infosys ltd

5%
5%

reliance industries ltd

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

24.7%
24.7%

consumer cyclical

13.5%
13.5%

industrials

13.5%
13.5%

healthcare

9%
9%

technology

8.7%
8.7%
See all sectors

Compare Bandhan Core Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Fund NameScripbox Opinion
Till Date CAGR

-

4.3%

-

4.2%

-

4.2%

-

4.2%

4.9%

7.8%

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 11.6% over a period of 17 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 Anoop Bhaskar, Manish Gunwani.

Nav of Bandhan Core Equity Fund (G) as of 3/28/2023 is ₹69.65 with the total AUM as of 3/29/2023 is ₹2390.66. 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 IISL Nifty LargeMidcap 250 TR INR.

Bandhan Core Equity Fund (G) is rated as a 1 fund in Equity and delivered 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 (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 Not Recommended 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 2.08% for regular plan.