Bandhan Core Equity Fund Direct Growth

Scheme code: INF194K01V89 NAV value: ₹ 141.9050 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	4.48	65.97	39.26	30.46
3 year	10.30	37.11	24.16	21.66
5 year	1.87	34.68	16.01	16.04
7 year	5.42	20.32	14.74	15.02
10 year	13.39	19.39	16.69	16.29
12 year	15.80	17.40	16.75	15.16

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	39.26
3 year	6.28	33.32	15.57	24.16
5 year	0.74	26.02	12.91	16.01
7 year	3.33	15.62	11.64	14.74
10 year	3.49	17.22	10.65	16.69
12 year	3.07	16.17	10.8	16.75
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	39.26
3 year	6.56	32.12	15.66	24.16
5 year	1	26.2	12.75	16.01
7 year	3.8	15.42	11.84	14.74
10 year	3.8	18	11.09	16.69
12 year	3.63	16.86	11.19	16.75
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	39.26
3 year	7.68	33.37	17	24.16
5 year	0.71	27.63	13.15	16.01
7 year	3.76	16.01	12.04	14.74
10 year	3.56	16.94	10.94	16.69
12 year	3.31	16.54	10.99	16.75
15 year	6.56	16.42	10.95

Rolling return for 1 year

- Average return: 39.26% - Median return: 45.46% - Average standard deviation: 5.86

Rolling return for 3 year

- Average return: 24.16% - Median return: 25.11% - Average standard deviation: 2.06

Rolling return for 5 year

- Average return: 16.01% - Median return: 14.95% - Average standard deviation: 1.06

Rolling return for 7 year

- Average return: 14.74% - Median return: 14.93% - Average standard deviation: 0.74

Rolling return for 10 year

- Average return: 16.69% - Median return: 16.88% - Average standard deviation: 0.48

Rolling return for 12 year

- Average return: 16.75% - Median return: 16.76% - Average standard deviation: 0.46

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,55,129	1,55,129	12.93
3 year	36,00,000	51,55,647	15,55,647	12.72
5 year	60,00,000	96,30,097	36,30,097	9.93
7 year	84,00,000	1,50,06,855	66,06,855	8.64
10 year	1,20,00,000	3,09,52,880	1,89,52,880	9.94
12 year	1,44,00,000	4,56,89,259	3,12,89,259	10.10

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	12.93
3 year	7.35	12.72
5 year	7.28	9.93
7 year	6.36	8.64
10 year	5.93	9.94
12 year	6.09	10.1

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	12.93
3 year	7.51	12.72
5 year	7.25	9.93
7 year	6.38	8.64
10 year	6.15	9.94
12 year	6.3	10.1

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	12.93
3 year	8.25	12.72
5 year	7.64	9.93
7 year	6.58	8.64
10 year	6.21	9.94
12 year	6.36	10.1

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,55,129 - Absolute Returns: ₹1,55,129 - CAGR: 12.93%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,55,647 - Absolute Returns: ₹15,55,647 - CAGR: 12.72%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹96,30,097 - Absolute Returns: ₹36,30,097 - CAGR: 9.93%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,50,06,855 - Absolute Returns: ₹66,06,855 - CAGR: 8.64%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,09,52,880 - Absolute Returns: ₹1,89,52,880 - CAGR: 9.94%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,56,89,259 - Absolute Returns: ₹3,12,89,259 - CAGR: 10.1%