Submit

BANDHAN Core Equity Fund - Regular Plan - Growth

(Erstwhile IDFC Classic Equity Fund-Regular Plan-Growth)
Fund House: Bandhan Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 09-08-2005
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.77% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 7,277.98 Cr As on 29-11-2024(Source:AMFI)
Turn over: 160% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
NAV as on 10-01-2025

125.619

-1.63 (-1.2976%)

CAGR Since Inception

13.91%

Benchmark: 16.31%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 1 Months
11 Years 8 Months
15 Years 3 Months
18 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to invest across sectors in well-managed sustainable businesses whose shares are available at reasonable value through a process of disciplined research. The portfolio will aim to provide part ownership to investors in some of the best-run companies in India.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.8
Sharpe Ratio 1.1
Alpha 5.15
Beta 0.95
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 22.33 30.4 20.49 22.04 15.41
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 34.58 38.86 23.63 24.77 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 29.82 32.15 18.9 20.26 15.38
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 28.55 30.77 16.53 20.12 -
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 23.68 26.36 14.31 18.38 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 22.47 28.61 18.58 22.01 13.65
Axis Growth Opportunities Fund - Regular Plan - Growth 10-10-2018 22.02 27.82 13.32 21.39 -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 21.58 28.59 17.89 20.35 12.25
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 21.54 27.16 15.57 - -
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 20.89 23.58 13.07 20.03 15.87

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

15.79%

Others

6.62%

Large Cap

40.59%

Mid Cap

36.05%

Scheme Documents

There are no scheme documents available

Feedback
Notification