Bandhan BSE Healthcare Index Fund Direct Plan - Growth
Expense Ratio: 0.22
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: BSE Healthcare TRI
Inception: 21-08-2024
Exit Load: Nil
Fund Size:₹17.49 Cr
Performance
1Y
Fund8.18%
Cat. Avg.-0.92%
2Y
Fund4.19%
Cat. Avg.0.42%
3Y
FundN/A
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund5.44%
Cat. Avg.5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
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Top Sectors
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Asset Class
Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sun Pharmaceutical Industries Limited | 2.76 | 12.90% |
| 2 | Apollo Hospitals Enterprise Limited | 1.22 | 5.69% |
| 3 | Divi's Laboratories Limited | 1.15 | 5.37% |
| 4 | Max Healthcare Institute Limited | 1.15 | 5.36% |
| 5 | Cipla Limited | 1.14 | 5.31% |
| 6 | Dr. Reddy's Laboratories Limited | 1.13 | 5.30% |
| 7 | Lupin Limited | 0.81 | 3.76% |
| 8 | Laurus Labs Limited | 0.80 | 3.73% |
| 9 | Fortis Healthcare Limited | 0.68 | 3.20% |
| 10 | Torrent Pharmaceuticals Limited | 0.64 | 3.01% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 62913 | +4.9% | +10.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.30 L. | +8.6% | +8.7% |
| SI | 07 Oct, 24 | 1.25 L. | 1.36 L. | +8.8% | +8.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.08 L. | +8.2% | +8.2% |
| 2Y | 16 Oct, 24 | 1 L. | 1.09 L. | +8.6% | +4.2% |
| SI | 09 Sep, 24 | 1 L. | 1.12 L. | +11.8% | +5.4% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.