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 NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, 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: 49/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)11.13%
- Expense ratio (20%)1.0%
- AUM (15%)₹122 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Bandhan Mutual Fund · Equity · Large & MidCap
₹15.71
AUM: ₹122 Cr
NAV updated 26 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.0%
Exit Load
Nil
Fund Manager
Nemish Sheth
Inception
Sep 2022
Benchmark
Nifty 200 Momentum 30 Total Return Index
Sharpe Ratio
-0.18
Std Dev (1Y)
18.52%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.54%
3m
+2.51%
6m
-1.88%
1y
+2.06%
3y
+11.13%
5y
—
10y
—
since inception
+11.81%
TopFund's Take on BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN lags behind most of its peers in the Large & MidCap category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 49/100.
Cost: At 1.0%, the expense ratio runs 12% above the Large & MidCap category average of 0.89%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.18 — 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 18.52% is fairly typical for Large & MidCap funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. 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 NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN
The current NAV (Net Asset Value) of BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN is ₹15.71. NAV is updated every business day after market close by AMFI.
1Y: 2.06% · 3Y CAGR: 11.13%
The expense ratio of BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN is 1.0% per annum. This is the annual fee charged by the fund to manage your investment.
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN is managed by Nemish Sheth at Bandhan Mutual Fund.
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN 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 NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN 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 NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN is ₹122 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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