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  • Bandhan Core Equity Fund (RIDCW-I)
Bandhan Mutual Funds

Bandhan Core Equity Fund (RIDCW-I)

EquityLarge & Mid Cap

31.812

NAV (Sep 06)

27.387%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

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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

31.812

NAV (Sep 6)

Fund Returns

Last 1Y
56.3%
Last 3Y
26.3%
Last 5Y
27.4%
Last 10Y
16.9%
Since Inception
14.7%
6 Month CAGR
24.5%

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
1.83
Launched (0y ago)
1.83
AUM in Crores
5948
ISIN
INF194K01540
Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
13.3
Beta
0.9
Sharpe Ratio
1.4
YTM
Fund Managers

Gaurav Satra

Fund Manager

Harsh Bhatia

Fund Manager

Manish Gunwani

Fund Manager

Ritika Behera

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Core Equity Fund (RIDCW-I)70%14,94,333 7,61,72127.4%
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 2024-01-19

Top Stock Holdings

Others

3.7%
3.746%

Infosys Ltd.

3.3%
3.3%

HDFC Bank Ltd.

3.1%
3.113%

Reliance Industries Ltd.

3.1%
3.082%

ICICI Bank Ltd.

2.5%
2.515%
See all holdings

Allocation by Sector

Financial

22.086763%
22.086763%

Healthcare

9.705555%
9.705555%

Services

9.261257%
9.261257%

Capital Goods

8.25047%
8.25047%

Automobile

7.872328%
7.872328%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 25,617 cr

₹ 23,046 cr

₹ 62,717 cr

₹ 48,805 cr

₹ 17,267 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan mutual fund was established in 2000, and offers Equity, Debt, ELSS and Index mutual funds to achieve your financial goals. Bandhan mutual fund is one of the top 10 fund houses in terms of AUM and has an experienced investment team and presence over 60 cities in India.amc-img
Fund NameScripbox Opinion
Till Date CAGR

5.202%

5.706%

5.085%

5.58%

23.601%

18.091%

10.543%

10.801%

19.978%

19.231%

Bandhan Core Equity Fund (RIDCW-I) Review

Bandhan Core Equity Fund (RIDCW-I) is a Equity Equity fund and has delivered an annualised return of 14.706% over a period of 19 years. The fund is managed by Bandhan Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].

Nav of Bandhan Core Equity Fund (RIDCW-I) as of 9/6/2024 is ₹31.81 with the total AUM as of 9/7/2024 is ₹5947.9699. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Core Equity Fund (RIDCW-I) was launched on 2005-08-09. The category risk of the fund is Average.

The minimum SIP amount for Bandhan Core Equity Fund (RIDCW-I) 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 (RIDCW-I) 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 Large Midcap 250 Total Return Index.

Bandhan Core Equity Fund (RIDCW-I) is rated as a 3 fund in Equity and delivered 56.333% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Core Equity Fund (RIDCW-I).

Frequently Asked Questions

What is Bandhan Core Equity Fund (RIDCW-I)?

Bandhan Core Equity Fund (RIDCW-I) is a Equity 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 (RIDCW-I)?

You can invest in Bandhan Core Equity Fund (RIDCW-I) 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 (RIDCW-I)?

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

Is Bandhan Core Equity Fund (RIDCW-I) good to invest in?

As per Scripbox experts, Bandhan Core Equity Fund (RIDCW-I) is a 3 fund. You can investBandhan Core Equity Fund (RIDCW-I) 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 (RIDCW-I)?

The expense ratio of the Bandhan Core Equity Fund (RIDCW-I) is 1.83% for regular plan.