How to check the XIRR of BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Bandhan NIFTY Smallcap 250 Index Fund - Regular Plan - Growth

Q: How to check portfolio overlap for BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bandhan Mutual Fund

Expense Ratio: 0.89

Risk: Very High

Other Scheme - Index Funds

Plan: Regular

Benchmark: Nifty Smallcap 250 TRI

Inception: 12-12-2023

Exit Load: Nil

Fund Size:₹61.13 Cr

Performance

Fund0.14%

Cat. Avg.2.61%

Fund1.77%

Cat. Avg.3.39%

FundN/A

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund10.12%

Cat. Avg.7.02%

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	Navin Fluorine International Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals	1.22	1.33%
2	Karur Vysya Bank Limited	Equity	Listed	Small Cap	Banks	1.21	1.31%
3	Sona BLW Precision Forgings Limited	Equity	Listed	Mid Cap	Auto Components	1.20	1.31%
4	Delhivery Limited	Equity	Listed	Small Cap	Transport Services	1.14	1.24%
5	Piramal Finance Limited	Equity	Listed	Mid Cap	Finance	1.13	1.22%
6	Central Depository Services (India) Limited	Equity	Listed	Small Cap	Capital Markets	1.01	1.09%
7	Ather Energy Limited	Equity	Listed	Small Cap	Automobiles	0.95	1.03%
8	HFCL Limited	Equity	Listed	Small Cap	Telecom - Services	0.94	1.02%
9	Angel One Limited	Equity	Listed	Small Cap	Capital Markets	0.93	1.01%
10	Krishna Institute Of Medical Sciences Limited	Equity	Listed	Small Cap	Healthcare Services	0.91	0.99%

Similar Funds

SBI Contra Fund - Regular Plan -Growth

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Expense Ratio: 1.48

NAV / Fund Size

₹378.53₹49,963.25 Cr

Incep: 06-05-2005

Contra FundVery High RiskEquity

-2.53%

-1.25%

12.81%

15.93%

12.80%

Fund Details

SBI Contra Fund - Regular Plan -Growth

NAV / Fund Size₹378.53₹49,963.25 Cr

Contra FundVery High RiskEquity

-2.53%

-1.25%

12.81%

15.93%

12.80%

UTI Small Cap Fund - Regular Plan - Growth Option

UTI Mutual Fund

Expense Ratio: 1.86

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

Small Cap FundVery High RiskEquity

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15.35%

15.17%

19.90%

Bandhan Flexi Cap Fund - Regular Plan - Growth

Bandhan Mutual Fund

Expense Ratio: 1.85

NAV / Fund Size

₹210.38₹7,740.09 Cr

Incep: 05-09-2005

Flexi Cap FundVery High RiskEquity

0.78%

2.25%

11.87%

11.25%

13.66%

Fund Details

Bandhan Flexi Cap Fund - Regular Plan - Growth

NAV / Fund Size₹210.38₹7,740.09 Cr

Flexi Cap FundVery High RiskEquity

0.78%

2.25%

11.87%

11.25%

13.66%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	65195	+8.7%	+18.2%
2Y	07 Aug, 24	1.20 L.	1.29 L.	+7.6%	+7.6%
SI	08 Jan, 24	1.55 L.	1.69 L.	+9.2%	+7.0%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.00 L.	+0.3%	N/A
2Y	22 Jul, 24	1 L.	1.03 L.	+2.7%	+1.3%
SI	26 Dec, 23	1 L.	1.28 L.	+28.1%	+10.1%

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

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

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

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.