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Bandhan Core Equity Fund(IDCW)
IDCW
EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 7,292 Cr
Very High RiskPrinciple investment will be at very high risk
39.541.89% (-0.76)
Price Chart
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EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 7,292 Cr
Very High RiskPrinciple investment will be at very high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.61 | 43.52 | 1.90 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.34 | 48.50 | 1.49 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| NIFTY LargeMidcap 250 - TRI |
About Large & Mid Cap Fund
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Peers & Comparison
Comparing 3 mutual funds from
EquityLarge & Mid Cap Fund
EquityLarge & Mid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Bandhan Core Equity Fund(IDCW) | 25.15% | 19.38% | 10.00% |
| Mirae Asset Large & Midcap Fund(IDCW) | 21.42% | 6.99% | 17.55% |
| SBI Large & Midcap Fund(IDCW-Payout) | 23.47% | 19.76% | 16.00% |
| Kotak Equity Opp Fund(IDCW-Payout) | 29.64% | 22.95% | 12.80% |
Price Comparison
Compare Bandhan Core Equity Fund(IDCW) with any MF, ETF, stock or indexCompare Bandhan Core Equity Fund(IDCW) with any MF, ETF, stock or index
Bandhan Core Equity Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
IT Services & Consulting
IT Services & Consulting as a % of total holdings for last six quarters
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 1.22 %
Holdings
3.53 %
1.22 % - HDFC Bank Ltd3M change : 0.45 %
Holdings
3.31 %
0.45 % - Infosys Ltd3M change : -0.10 %
Holdings
2.72 %
-0.10 %
AMC Profile
Hmm, looks like data is unavailable here. Please come back after some timeFund Manager Profile
Manish Gunwani
AUM: ₹31,001.71 Cr.
|
Exp: 17yrs
Rahul Agarwal
AUM: ₹7,292.94 Cr.
|
Exp: 9yrs
Manager Performance (0)
Equity: Large & Mid Cap Fund
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%