Active Stocks
Sat May 18 2024 12:49:03
  1. Tata Motors share price
  2. 952.95 0.76%
  1. Power Grid Corporation Of India share price
  2. 316.85 1.12%
  1. Tata Steel share price
  2. 167.90 0.39%
  1. ITC share price
  2. 436.50 -0.02%
  1. State Bank Of India share price
  2. 821.30 0.42%
Business News/Market/Market Stats/    Bandhan Core Equity Fund - Growth

Bandhan Core Equity Fund - Growth

+
  • Equity
  • Large & Mid-Cap
  • Rating 3
  • Plan
117.11 +1.63 (1.41%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)4022.92
  • CAGR 53.73%
  • Exit Load1.00%
  • Expense ratio1.90%
  • CategoryEquity
  • Min Investment1000
  • Min SIP100
  • Launch Date2005-08-09

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 20 May 2024

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

Risk & Volitility

  • Alpha -2.57%
  • Beta 0.99
  • Sharpe Ratio1.45
  • Std Deviation 13.22%
  • 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 4022.92 crores & has delivered CAGR of 22.05% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.90%. 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, Edelweiss Large & Mid 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 1.45 & a standard deviation of 13.22%.

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 1.90%.
The 5 year annualized return on Bandhan Core Equity Fund - Growth is 22.05% & it has generated 53.73% 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 4022.92 crores.
Recommended For You