Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Bandhan BSE Healthcare Index Fund Regular Plan - Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 85/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.32%
- AUM (15%)₹24 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Bandhan Mutual Fund · Equity · Sectoral
₹11.85
AUM: ₹23 Cr
NAV updated 26 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
0.32%
Exit Load
Exit load of 0.25%, if redeemed within 15 days.
Fund Manager
Nemish Sheth
Inception
Sep 2024
Benchmark
BSE Healthcare Total Return Index
Sharpe Ratio
1.07
Std Dev (1Y)
12.87%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.96%
3m
+10.58%
6m
+16.92%
1y
+17.3%
3y
—
5y
—
10y
—
since inception
+8.24%
TopFund's Take on Bandhan BSE Healthcare Index Fund Regular Plan - Growth
Bandhan BSE Healthcare Index Fund Regular Plan - Growth ranks among the stronger performers in the Sectoral category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 85/100.
Cost: At 0.32%, the expense ratio is meaningfully cheaper — about 68% below the Sectoral category average of 0.99% (based on 469 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.07 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 12.87% is fairly typical for Sectoral funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
DSP Nifty Healthcare Index Fund - Direct- Growth
DSP Mutual Fund
quant BFSI Fund - Growth Option - Direct Plan
Quant Mutual Fund
DSP Nifty Bank Index Fund - Direct - Growth
DSP Mutual Fund
Invesco India Financial Services Fund - Direct Plan - Growth
Invesco Mutual Fund
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth
Bank of India Mutual Fund
Bandhan BSE Healthcare Index Fund Direct Plan - Growth
Bandhan Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Bandhan BSE Healthcare Index Fund Regular Plan - Growth
The current NAV (Net Asset Value) of Bandhan BSE Healthcare Index Fund Regular Plan - Growth is ₹11.85. NAV is updated every business day after market close by AMFI.
1Y: 17.3%
The expense ratio of Bandhan BSE Healthcare Index Fund Regular Plan - Growth is 0.32% per annum. This is the annual fee charged by the fund to manage your investment.
Bandhan BSE Healthcare Index Fund Regular Plan - Growth is managed by Nemish Sheth at Bandhan Mutual Fund.
Bandhan BSE Healthcare Index Fund Regular Plan - Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Bandhan BSE Healthcare Index Fund Regular Plan - Growth is a Sectoral fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Bandhan BSE Healthcare Index Fund Regular Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Bandhan BSE Healthcare Index Fund Regular Plan - Growth is ₹24 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.