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 Nifty 50 Index Fund - Regular Plan - IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 68/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)8.17%
- Expense ratio (20%)0.14%
- AUM (15%)₹2,797 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Bandhan Mutual Fund · Equity · Large Cap
₹53.58
AUM: ₹2,796 Cr
NAV updated 25 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
0.14%
Exit Load
Nil
Fund Manager
Sumit Agrawal, Arpit Kapoor
Inception
Jan 2013
Benchmark
NIFTY 50 Total Return Index
Sharpe Ratio
-0.68
Std Dev (1Y)
13.41%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.82%
3m
+2.43%
6m
-3.12%
1y
-1.8%
3y
+8.17%
5y
+7.86%
10y
+11.61%
since inception
+10.01%
TopFund's Take on BANDHAN Nifty 50 Index Fund - Regular Plan - IDCW
BANDHAN Nifty 50 Index Fund - Regular Plan - IDCW holds up reasonably well within the Large Cap category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 68/100.
Cost: At 0.14%, the expense ratio is meaningfully cheaper — about 77% below the Large Cap category average of 0.6% (based on 453 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 negative Sharpe ratio of -0.68 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.41% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
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
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Tools & Guides for This Fund
Frequently Asked Questions about BANDHAN Nifty 50 Index Fund - Regular Plan - IDCW
The current NAV (Net Asset Value) of BANDHAN Nifty 50 Index Fund - Regular Plan - IDCW is ₹53.58. NAV is updated every business day after market close by AMFI.
1Y: -1.8% · 3Y CAGR: 8.17% · 5Y CAGR: 7.86%
The expense ratio of BANDHAN Nifty 50 Index Fund - Regular Plan - IDCW is 0.14% per annum. This is the annual fee charged by the fund to manage your investment.
BANDHAN Nifty 50 Index Fund - Regular Plan - IDCW is managed by Sumit Agrawal, Arpit Kapoor at Bandhan Mutual Fund.
BANDHAN Nifty 50 Index Fund - Regular Plan - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, BANDHAN Nifty 50 Index Fund - Regular Plan - IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in BANDHAN Nifty 50 Index Fund - Regular Plan - IDCW 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 Nifty 50 Index Fund - Regular Plan - IDCW is ₹2,797 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.
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