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Index Fund📊 Respective Underlying Index(SEBI default)

Bandhan Nifty 500 Value 50 Index Fund · Regular · Growth

Bandhan Mutual Fund

#16 of 255 (1Y)

NAV

₹11.2804

as of 31 Jul 2026

Expense Ratio

1.02%

AUM

₹34 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+16.78%
3Y
5Y
Since Inception
+7.12%

SIP returns (XIRR)

1Y
+10.36%
3Y
5Y
Since Inception
+12.04%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

0.84

Sharpe Ratio

Alpha

Beta

0.78

Sortino

16.73%

Std Dev

-12.50%

Max Drawdown

Portfolio Strategy

This is a passively managed index fund that replicates its benchmark index by holding the same securities in the same proportion.

Tracks:Respective Underlying Index

Performance Comparison

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Fund Details

Fund HouseBandhan Mutual Fund
CategoryIndex Fund
BenchmarkRespective Underlying Index
Launch Date14 Oct 2024
AMFI Code152991
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Bandhan Nifty 500 Value 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Bandhan Nifty 500 Value 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Bandhan Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹34.4 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Underlying Index. The current expense ratio is 1.02%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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