Home Funds Bandhan Nifty 500 Momentum 50 Index Fund Direct Pl

Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth

Bandhan · Index Funds
High
₹9.08
Current NAV
25 Jun 2026
11.5%
1Y Return
23.5%
3Y CAGR
12.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.95%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.95
Sharpe Ratio
1.55
Beta
0.95
Alpha
2.63
Sortino
Fund Details
Fund House Bandhan
Category Index Funds
AUM ₹6000 Cr
Expense Ratio 0.95%
Min SIP ₹500
Min Lumpsum ₹1000
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