3 Year return

22.72%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹1000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹6916.82 Cr.

Expense Ratio

0.61% (inclusive of GST)

Exit Load

If redeemed/switched out within 365 days from the date of allotment: Upto 10% of investment: Nil, For remaining investment: 1% of applicable NAV. If redeemed / switched out after 365 days from date of allotment: Nil.

Ratings

ARQ Rating
3.5

Ratings by other agencies

3
3
3

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

Bandhan Mutual Fund Managers

AB

Anoop Bhaskar

Fund Manager since Feb 2020

Fund House Details

Bandhan Mutual Fund

Bandhan Mutual Fund Asset management company

AUM ₹157,023.40 Cr.
No. of Schemes 283
Setup Date 13 March 2000

Peer Comparison

Comparison with other similar funds

Schemes by Bandhan Mutual Fund

List of mutual fund schemes by AMC

About Bandhan Core Equity Fund Direct Plan Growth

Bandhan Core Equity Fund Direct Growth is presented by IDFC Mutual Fund as an Equity Mutual Fund Scheme. With a focus on optimising growth potential, the scheme aims to invest in Large & Mid Cap stocks of well-managed and sustainable businesses. Rigorous and disciplined research guides the asset allocation process, seeking shares of such businesses at reasonable valuations. The strategy revolves around maintaining a well-balanced and prudent approach to fund management, aiming to offer favourable returns while managing risk, as this scheme is envisioned to be a significant component of investors' core long-term equity holdings.

Investment Objective of the Scheme

The primary investment objective of the Bandhan Core Equity Fund Direct Plan Growth is to generate long-term capital growth. This objective is pursued by primarily investing in a mix of large cap and mid cap stocks. By tapping into the potential of established large-cap companies and the growth prospects of mid-cap counterparts, the scheme seeks to provide investors with the opportunity for capital appreciation over an extended investment horizon.

Key Features of The Fund

5-year return 24.22%
Expense Ratio 0.61%
Fund Manager Anoop Bhaskar
Fund Size ₹6916.82 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Investors with a focus on long-term wealth creation might find Bandhan Core Equity Fund Direct Plan Growth appealing. The scheme predominantly invests in equity and equity-related instruments of both large and mid-cap companies. This blend offers a chance to benefit from the stability of established large-cap entities and the growth potential of mid-cap players. However, investors should be prepared for the inherent volatility associated with equity investments. Before making investment decisions, it's prudent for investors to assess their financial goals, risk tolerance, and investment horizon.

AMC Contact Details

Name Bandhan Mutual Fund
Launch Date 13 March 2000
Addresss 6th Floor, Tower 1C, One World Center, Jupiter Mills Compound, 841 Senapati Bapat Marg, Mumbai - 400013
Contact 1-800-2666688/1-800-30066688/ 044-30463501 (for international calls)
Email investormf@bandhanamc.com
Website https://bandhanmutual.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Combat Inflation with SIP Investments

Compound growth and steady contributions through SIPs balance the negative effects of inflation, guaranteeing that your money increases faster than inflation. Use Angel One's free SIP calculator online to estimate potential returns and plan your inflation-hedging investment strategy effectively.

FAQs

What is today's NAV of Bandhan Core Equity Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Bandhan Core Equity Fund Nov 19 2024 is 145.152

What is the AUM of Bandhan Core Equity Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Bandhan Core Equity Fund is 6916.82 crore.

What is the expense ratio of Bandhan Core Equity Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Bandhan Core Equity Fund is 0.61%

What are the returns of Bandhan Core Equity Fund since inception?

The Bandhan Core Equity Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.79 since inception.

What is the minimum SIP amount to invest in Bandhan Core Equity Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Bandhan Core Equity Fund is 100.

How do I invest in Bandhan Core Equity Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Bandhan Core Equity Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Bandhan Core Equity Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Bandhan Core Equity Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.