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Business News/Market/Market Stats/    Bandhan Core Equity Fund - Growth

Bandhan Core Equity Fund - Growth

+
  • Equity
  • Large & Mid-Cap
  • Rating 4
  • Plan
122.03 +0.68 (0.56%) NAV as on 13 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)4394.78
  • CAGR 56.28%
  • Exit Load1.00%
  • Expense ratio1.89%
  • CategoryEquity
  • Min Investment1000
  • Min SIP100
  • Launch Date2005-08-09

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 15 June 2024

  • Name
  • Value (Cr)
  • Holding %
  • Triparty Repo
  • 223.19
  • 5.08%
View More

Risk & Volitility

  • Alpha -2.57%
  • Beta 0.99
  • Sharpe Ratio1.34
  • Std Deviation 12.84%
  • Tracking Error 3.74%

About Fund

The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.

 

The Bandhan Core Equity Fund - Growth has an AUM of 4394.78 crores & has delivered CAGR of 21.80% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.89%. The minimum investment in Bandhan Core Equity Fund - Growth is Rs 1000 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Triparty Repo, ICICI Bank, Reliance Industries & HDFC Bank.

 

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Electronic Instr. & Controls & Biotechnology & Drugs.

 

Some of the similar funds are Bandhan Core Equity Fund - Growth, Nippon India Vision Fund - Growth, Invesco India Large&MidCap Fund Growth, Motilal Oswal Large and Midcap Fund Regular Growth, Franklin India Equity Advantage Fund Growth. Bandhan Core Equity Fund - Growth has a sharpe ratio of 1.34 & a standard deviation of 12.84%.

FAQs about Bandhan Core Equity Fund - Growth

According to the morning star rating Bandhan Core Equity Fund - Growth has a Moderate risk & Exceptional return.
Bandhan Core Equity Fund - Growth is managed by Manish Gunwani,Rahul Agarwal,Ritika Behera,Harsh Bhatia.
The expense ratio of Bandhan Core Equity Fund - Growth is 1.89%.
The 5 year annualized return on Bandhan Core Equity Fund - Growth is 21.80% & it has generated 56.28% in the last 1 year.
The minimum investment in Bandhan Core Equity Fund - Growth is 1000 Rs.
Bandhan Core Equity Fund - Growth has an AUM of 4394.78 crores.
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