Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹35.56 Cr
Expense Ratio
0.88%
Exit Load
0.25%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
29 Oct 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.91% | -- |
| 3 Months | +1.7% | -- |
| 6 Months | +4.63% | -- |
| 1 Year | +4.9% | +4.9% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -10.17% | -5.88% |
Holdings as on 8 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Shriram Finance | 1.80 | 5.06 |
| Cummins India | 1.80 | 5.04 |
| Multi Commodity Exchange Of India | 1.76 | 4.94 |
| BSE | 1.75 | 4.92 |
| Hindalco Industries | 1.73 | 4.84 |
| GE Vernova T&D India | 1.73 | 4.84 |
| Adani Power | 1.72 | 4.82 |
| Laurus Labs | 1.65 | 4.63 |
| Federal Bank | 1.29 | 3.61 |
| Bharat Heavy Electricals | 1.20 | 3.35 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth | +10.15% | +16.64% | -- |
| Bandhan Nifty 500 Value 50 Index Fund Regular Growth | +18.95% | -- | -- |
| Mirae Asset Nifty LargeMidcap 250 Index Fund Regular Growth | +6.32% | -- | -- |
| Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth | +4.9% | -- | -- |
| Bandhan Nifty IT Index Fund Regular Growth | -8.84% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to replicate the Nifty 500 Momentum 50 Index by investing in securities of the Nifty 500 Momentum 50 Index in the same proportion/weightage with an aim to provide returns before expenses that track the total return of Nifty 500 Momentum 50 Index, subject to tracking errors.
The Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth has an AUM of 35.56 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.88%. The minimum investment in Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Shriram Finance, Cummins India, Multi Commodity Exchange Of India, BSE.
The major sectors where the fund is invested are Electronic Instr. & Controls, Investment Services, Biotechnology & Drugs, Metal Mining.
Some of the similar funds are Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth, Bandhan Nifty 500 Value 50 Index Fund Regular Growth, Mirae Asset Nifty LargeMidcap 250 Index Fund Regular Growth, Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth, Bandhan Nifty IT Index Fund Regular Growth. Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth has a Medium risk & return.
Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth is managed by Abhishek Jain,Mayuresh Nagvekar.
The expense ratio of Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth is 0.88%.
The 5 year annualized return on Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth is 0.00% & it has generated 4.90% in the last 1 year.
The minimum investment in Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth is 1000 Rs.
Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth has an AUM of 35.56 crores.
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