Bandhan Mutual Fund

Bandhan BSE Healthcare Index Fund Regular Plan - Growth

Bandhan Mutual Fund

Expense Ratio: 1.02
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: BSE Healthcare TRI
Inception: 21-08-2024
Exit Load: Nil
Fund Size:₹17.49 Cr

Performance

1Y
Fund10.64%
Cat. Avg.1.75%
2Y
FundN/A
Cat. Avg.2.72%
3Y
FundN/A
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund7.84%
Cat. Avg.6.89%

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Sun Pharmaceutical Industries Limited2.3114.45%
2Dr. Reddy's Laboratories Limited0.935.82%
3Apollo Hospitals Enterprise Limited0.925.78%
4Divi's Laboratories Limited0.925.77%
5Max Healthcare Institute Limited0.875.42%
6Cipla Limited0.845.27%
7Lupin Limited0.684.27%
8Torrent Pharmaceuticals Limited0.523.26%
9Fortis Healthcare Limited0.503.15%
10Laurus Labs Limited0.472.94%

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NAV / Fund Size₹43.03₹13,193.51 Cr
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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000067740+12.9%+28.1%
SI07 Oct, 241.10 L.1.26 L.+14.6%+16.1%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Jul, 251 L.1.11 L.+10.6%+10.7%
SI09 Sep, 241 L.1.15 L.+15.0%+7.8%

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
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.

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