How to check the XIRR of Bandhan Nifty Alpha 50 Index Fund - Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Bandhan Nifty Alpha 50 Index Fund - Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Bandhan Nifty Alpha 50 Index Fund - Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Bandhan Nifty Alpha 50 Index Fund - Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bandhan NIFTY Alpha 50 Index Fund - Regular Plan - Growth

Bandhan Mutual Fund

Expense Ratio: 1.02

Risk: Very High

Other Scheme - Index Funds

Plan: Regular

Benchmark: Nifty Alpha 50 TRI

Inception: 25-10-2023

Exit Load: Nil

Fund Size:₹518.43 Cr

Performance

Fund0.22%

Cat. Avg.2.09%

Fund-6.28%

Cat. Avg.2.83%

FundN/A

Cat. Avg.10.62%

FundN/A

Cat. Avg.10.82%

10Y

FundN/A

Cat. Avg.11.51%

Fund12.69%

Cat. Avg.6.93%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Ather Energy Limited	Equity	Listed	Small Cap	Automobiles	29.38	5.06%
2	Acutaas Chemicals Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology	24.67	4.25%
3	Hindustan Copper Limited	Equity	Listed	Mid Cap	Non - Ferrous Metals	19.86	3.42%
4	Multi Commodity Exchange of India Limited	Equity	Listed	Mid Cap	Capital Markets	19.81	3.41%
5	Laurus Labs Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	19.72	3.40%
6	National Aluminium Company Limited	Equity	Listed	Mid Cap	Non - Ferrous Metals	19.19	3.31%
7	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment	18.98	3.27%
8	Adani Power Limited	Equity	Listed	Large Cap	Power	18.63	3.21%
9	Vedanta Limited	Equity	Listed	Large Cap	Diversified Metals	18.22	3.14%
10	Vodafone Idea Limited	Equity	Listed	Large Cap	Telecom - Services	17.98	3.10%

Similar Funds

Mirae Asset Large & Midcap Fund - Regular Plan - Growth

Mirae Asset Mutual Fund

Expense Ratio: 1.5

NAV / Fund Size

₹157.04₹43,690.03 Cr

Incep: 24-05-2010

Large & Mid Cap FundVery High RiskEquity

3.82%

3.18%

13.31%

12.16%

18.69%

Fund Details

Mirae Asset Large & Midcap Fund - Regular Plan - Growth

NAV / Fund Size₹157.04₹43,690.03 Cr

Large & Mid Cap FundVery High RiskEquity

3.82%

3.18%

13.31%

12.16%

18.69%

UTI Small Cap Fund - Regular Plan - Growth Option

UTI Mutual Fund

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NAV / Fund Size

₹27.49₹4,782.93 Cr

Incep: 02-12-2020

Small Cap FundVery High RiskEquity

2.67%

5.60%

15.35%

15.17%

19.90%

Fund Details

UTI Small Cap Fund - Regular Plan - Growth Option

NAV / Fund Size₹27.49₹4,782.93 Cr

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2.67%

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15.35%

15.17%

19.90%

Bandhan Crisil Ibx Gilt June 2027 Index Fund Regular Plan-Growth

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Expense Ratio: 0.46

NAV / Fund Size

₹13.64₹6,196.14 Cr

Incep: 12-03-2021

Index FundsLow to Moderate RiskOther

5.29%

6.93%

7.02%

5.89%

5.97%

Fund Details

Bandhan Crisil Ibx Gilt June 2027 Index Fund Regular Plan-Growth

NAV / Fund Size₹13.64₹6,196.14 Cr

Index FundsLow to Moderate RiskOther

5.29%

6.93%

7.02%

5.89%

5.97%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63376	+5.6%	+11.9%
2Y	07 Aug, 24	1.20 L.	1.24 L.	+3.3%	+3.4%
SI	07 Dec, 23	1.60 L.	1.67 L.	+4.4%	+3.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	1.00 L.	+0.2%	+0.2%
2Y	18 Jul, 24	1 L.	89951	-10.0%	-5.2%
SI	10 Nov, 23	1 L.	1.38 L.	+37.8%	+12.7%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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Max: 500%

Initial Lumpsum

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₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.