Bandhan Nifty200 Momentum 30 Index Fund - IDCW - Regular Plan
Expense Ratio: 1.07
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty200 Momentum 30 TRI
Inception: 19-08-2022
Exit Load: Nil
Fund Size:₹136.38 Cr
Performance
1Y
Fund-1.35%
Cat. Avg.2.61%
2Y
Fund-6.86%
Cat. Avg.3.39%
3Y
Fund11.20%
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund11.27%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Shriram Finance Limited | 6.31 | 5.08% |
| 2 | Cummins India Limited | 6.29 | 5.06% |
| 3 | NTPC Limited | 6.17 | 4.96% |
| 4 | Multi Commodity Exchange of India Limited | 6.17 | 4.96% |
| 5 | BSE Limited | 6.14 | 4.94% |
| 6 | Tata Steel Limited | 6.10 | 4.91% |
| 7 | Hindalco Industries Limited | 6.05 | 4.86% |
| 8 | GE Vernova T&D India Limited | 6.04 | 4.86% |
| 9 | Adani Power Limited | 6.01 | 4.84% |
| 10 | Laurus Labs Limited | 5.95 | 4.78% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59887 | -0.2% | -0.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.17 L. | -2.6% | -2.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.82 L. | +1.2% | +0.8% |
| SI | 07 Sep, 22 | 2.35 L. | 2.65 L. | +12.8% | +6.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 97628 | -2.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 85414 | -14.6% | -7.6% |
| 3Y | 20 Jul, 23 | 1 L. | 1.38 L. | +37.5% | +11.2% |
| SI | 05 Sep, 22 | 1 L. | 1.51 L. | +51.2% | +11.3% |
SIP Planner
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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.