Bandhan Nifty200 Momentum 30 Index Fund - IDCW - Direct Plan
Expense Ratio: 0.42
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty200 Momentum 30 TRI
Inception: 19-08-2022
Exit Load: Nil
Fund Size:₹136.38 Cr
Performance
1Y
Fund-8.44%
Cat. Avg.-0.92%
2Y
Fund-11.83%
Cat. Avg.0.42%
3Y
Fund7.53%
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund9.92%
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
Visualizing Fund's Exposure
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Shriram Finance Limited | 6.31 | 5.08% |
| 2 | Cummins India Limited | 6.29 | 5.06% |
| 3 | NTPC Limited | 6.17 | 4.96% |
| 4 | Multi Commodity Exchange of India Limited | 6.17 | 4.96% |
| 5 | BSE Limited | 6.14 | 4.94% |
| 6 | Tata Steel Limited | 6.10 | 4.91% |
| 7 | Hindalco Industries Limited | 6.05 | 4.86% |
| 8 | GE Vernova T&D India Limited | 6.04 | 4.86% |
| 9 | Adani Power Limited | 6.01 | 4.84% |
| 10 | Laurus Labs Limited | 5.95 | 4.78% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57305 | -4.5% | -9.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.14 L. | -4.8% | -4.9% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.70 L. | -5.4% | -3.7% |
| SI | 07 Sep, 22 | 2.50 L. | 2.70 L. | +8.2% | +3.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 91563 | -8.4% | -8.4% |
| 2Y | 16 Oct, 24 | 1 L. | 77731 | -22.3% | -11.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.24 L. | +24.3% | +7.5% |
| SI | 05 Sep, 22 | 1 L. | 1.48 L. | +47.6% | +9.9% |
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.