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Bandhan Nifty Next 50 Index Fund - Direct 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: 86/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.37%
- AUM (15%)₹36 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Bandhan Mutual Fund · Equity · Large Cap
₹12.69
AUM: ₹35 Cr
NAV updated 4 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.37%
Exit Load
Exit load of 0.25%, if redeemed within 15 days.
Fund Manager
Nemish Sheth
Inception
Feb 2025
Benchmark
NIFTY Next 50 Total Return Index
Sharpe Ratio
0.03
Std Dev (1Y)
16.89%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.94%
3m
-1.45%
6m
+12.98%
1y
+3.23%
3y
—
5y
—
10y
—
since inception
+16.21%
TopFund's Take on Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth ranks among the stronger performers in the Large Cap 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 86/100.
Cost: At 0.37%, the expense ratio is meaningfully cheaper — about 38% 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 modest Sharpe ratio of 0.03 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.89% 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 Next 50 Index Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth is ₹12.69. NAV is updated every business day after market close by AMFI.
1Y: 3.23%
The expense ratio of Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth is 0.37% per annum. This is the annual fee charged by the fund to manage your investment.
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth is managed by Nemish Sheth at Bandhan Mutual Fund.
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth 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 Next 50 Index Fund - Direct 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 Nifty Next 50 Index Fund - Direct Plan - Growth is ₹36 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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