Investment Duration5 years
7,32,612
Total Investment7,78,761
Wealth Gained15,11,373
Total Corpus Created (₹)
With CAGR of 27.785 % in 5 years₹ 131.56
NAV (Mar 13)
Last 1Y | 0.4% |
Last 3Y | 16% |
Last 5Y | 27.8% |
Last 10Y | 13.3% |
Since Inception | 16.4% |
6 Month CAGR | -15.4% |
The Scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related instruments by following a value investment strategy.
Expense Ratio | 1.75 % |
Launched 17Y ago | 2008-03-07 |
AUM in Crores | 8995.8 |
ISIN | INF194K01342 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.7 |
Beta | 0.9 |
Sharpe Ratio | 0.7 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Bandhan Sterling Value Fund (G) | 15,11,373 | 7,78,761 | 27.8% | |
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.
Others
4.75%HDFC Bank Ltd.
4.73%Reliance Industries Ltd.
4.12%Axis Bank Ltd.
3.99%ICICI Bank Ltd.
3.56%Financial
21.96%Energy
10.65%Technology
9.7%Consumer Staples
7.74%Healthcare
6.46%Fund Name | Fund Size | |
---|---|---|
₹ 21,526 cr | ||
₹ 60,177 cr | ||
₹ 46,114 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr |
Bandhan Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.3% | 5.9% | ||
16% | 16.4% | ||
21% | 13.3% | ||
6.2% | 7.5% | ||
23.9% | 30.9% |
Investment Duration5 years
7,32,612
Total Investment7,78,761
Wealth Gained15,11,373
Total Corpus Created (₹)
With CAGR of 27.785 % in 5 yearsBandhan Sterling Value Fund (G) is a Value Equity fund and has delivered an annualised return of 16.37% over 17 years. The fund has grown over a period of 17 years. The fund is managed by Bandhan Mutual Fund. The fund managers are Daylynn Gerard Paul Pinto, Gaurav Satra, Ritika Behera.
Nav of Bandhan Sterling Value Fund (G) as of 3/13/2025 is ₹131.56 with the total AUM as of 3/14/2025 is ₹8995.8. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Sterling Value Fund (G) was launched on 2008-03-07. The category risk of the fund is Very High.
The minimum SIP amount for Bandhan Sterling Value 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 Sterling Value 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 BSE 500 Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 0.43% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Sterling Value Fund (G).
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