Bandhan Nifty200 Momentum 30 Index Fund - IDCW - Direct Plan
Expense Ratio: 0.42
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty200 Momentum 30 TRI
Inception: 19-08-2022
Exit Load: Nil
Fund Size:₹136.38 Cr
Performance
1Y
Fund-2.06%
Cat. Avg.2.26%
2Y
Fund-8.46%
Cat. Avg.3.16%
3Y
Fund12.28%
Cat. Avg.11.16%
5Y
FundN/A
Cat. Avg.11.31%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund11.97%
Cat. Avg.7.39%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | State Bank of India | 6.48 | 5.77% |
| 2 | Hindalco Industries Limited | 6.48 | 5.76% |
| 3 | Shriram Finance Limited | 5.81 | 5.17% |
| 4 | Eicher Motors Limited | 5.75 | 5.12% |
| 5 | Bharti Airtel Limited | 5.41 | 4.82% |
| 6 | TVS Motor Company Limited | 5.19 | 4.61% |
| 7 | Bajaj Finance Limited | 5.13 | 4.56% |
| 8 | Asian Paints Limited | 5.04 | 4.48% |
| 9 | BSE Limited | 4.92 | 4.38% |
| 10 | Hero MotoCorp Limited | 4.78 | 4.25% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60101 | +0.2% | +0.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.9% | -2.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.84 L. | +2.1% | +1.4% |
| SI | 07 Sep, 22 | 2.35 L. | 2.69 L. | +14.3% | +7.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 97940 | -2.1% | -2.1% |
| 2Y | 16 Jul, 24 | 1 L. | 83789 | -16.2% | -8.5% |
| 3Y | 17 Jul, 23 | 1 L. | 1.41 L. | +41.4% | +12.3% |
| SI | 05 Sep, 22 | 1 L. | 1.55 L. | +54.8% | +12.0% |
SIP Planner
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%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.