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  • Bandhan Nifty 50 Index Fund (Growth)

Formerly IDFC Nifty 50 Index Gr

Bandhan Mutual Funds

Bandhan Nifty 50 Index Fund (Growth)

EquityLarge Cap

47.6835

NAV (Mar 01)

16.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large 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

Satisfactory

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

Outperformance Consistency

Good

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

Scripbox Recommended Large Cap Funds
Want the large cap equity 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

47.6835

NAV (Mar 1)

Fund Returns

Last 1Y
27.7%
Last 3Y
15.4%
Last 5Y
16.1%
Last 10Y
14.2%
Since Inception
11.8%
6 Month CAGR
14.2%

Scheme Information

Investment Objective

The investment objective of the scheme is to replicate the Nifty 50 index by investing in securities of the Nifty 50 Index in the same proportion / weightage.

Expense Ratio
0.6
Launched (14y ago)
Apr 30, 2010
AUM in Crores
1128.366
ISIN
INF194K01920
Lock-in
No Lock-in
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.2
Standard Deviation (5yr)
18.6
Beta (3yr)
1
Beta (5yr)
0.99
Sharpe Ratio (3yr)
0.901
Sharpe Ratio (5yr)
0.613
YTM
0
Fund Managers

Nemish Sheth

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Nifty 50 Index Fund (Growth)70%10,95,831 3,63,21916.1%
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 2024-03-01

Top Stock Holdings

hdfc bank ltd

11.6%
11.6%

reliance industries ltd

10.2%
10.2%

icici bank ltd

7.6%
7.6%

infosys ltd

6.2%
6.2%

larsen & toubro ltd

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

33%
33%

technology

14.2%
14.2%

energy

13.5%
13.5%

consumer defensive

8.8%
8.8%

consumer cyclical

8.3%
8.3%
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

₹ 13,846 cr

₹ 16,033 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%

5.1%

7.7%

Bandhan Nifty 50 Index Fund (G) Review

Bandhan Nifty 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.8% over a period of 13 years. The fund was previously known as IDFC Nifty 50 Index Gr. The fund is managed by Bandhan Asset Management Company Limited. The fund manager’s name is Nemish Sheth.

Nav of Bandhan Nifty 50 Index Fund (G) as of 3/1/2024 is ₹47.68 with the total AUM as of 3/2/2024 is ₹1128.366. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Nifty 50 Index Fund (G) was launched on Apr 30, 2010. The category risk of the fund is Very High Risk.

The minimum SIP amount for Bandhan Nifty 50 Index 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 Nifty 50 Index 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 50 TR INR.

Bandhan Nifty 50 Index Fund (G) is rated as a 3 fund in Equity and delivered 27.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Nifty 50 Index Fund (G).

Frequently Asked Questions

What is Bandhan Nifty 50 Index Fund (G)?

Bandhan Nifty 50 Index Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan Nifty 50 Index Fund (G)?

You can invest in Bandhan Nifty 50 Index 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 Nifty 50 Index Fund (G)?

The minimum sip amount for Bandhan Nifty 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Bandhan Nifty 50 Index Fund (G) good to invest in?

As per Scripbox experts, Bandhan Nifty 50 Index Fund (G) is a Neutral fund. You can investBandhan Nifty 50 Index 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 Nifty 50 Index Fund (G)?

The expense ratio of the Bandhan Nifty 50 Index Fund (G) is 0.6% for regular plan.