Bandhan Nifty Smallcap 250 Index Fund
Current Fund Size :
N.A.
₹12.1
NAV
11.24% p.a.
Overall Return
-2.14%
1-Day Change
0.2%
Expense Ratio
₹ 59 Cr
AUM (Fund Size)
1+ yrs
Fund Age
Investment Policy
Benchmark
NIFTY Smallcap 250 TRI
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
1 yrs 9 m since Dec 12, 2023
Current Value (Example)
N.A.
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Bandhan Nifty Smallcap 250 Index Fund | -9.46% | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 59 Cr | 1 yrs 9 m | 0.2% |
| 2 | Motilal Oswal Nifty Smallcap 250 Index Fund | -9.02% | 22.79% | 27.27% | 19.45 | 1.03 | 0.77 | 1.18 | 965 Cr | 6 yrs 1 m | 0.33% |
| 3 | Kotak Nifty Smallcap 50 Index Fund | -8.06% | 24.58% | 14.09% | N.A. | N.A. | N.A. | N.A. | 140 Cr | 2 yrs 6 m | 0.26% |
| 4 | HDFC NIFTY Smallcap 250 Index Fund | -9.25% | 22.12% | 12.74% | N.A. | N.A. | N.A. | N.A. | 528 Cr | 2 yrs 5 m | 0.3% |
| 5 | Nippon India Nifty Smallcap 250 Index Fund | -9.75% | 22.33% | 27.02% | 19.33 | 1.02 | 0.76 | 1.15 | 2,458 Cr | 5 yrs | 0.35% |
| 6 | Motilal Oswal Nifty Microcap 250 Index Fund | -10.63% | 18.89% | 10.94% | N.A. | N.A. | N.A. | N.A. | 2,567 Cr | 2 yrs 3 m | 0.5% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 1.1% | 1.18% |
| 2 | 3 Months | -6.07% | -6.47% |
| 3 | 6 Months | 10.38% | 9.77% |
| 4 | 1 Year | -9.46% | -9.95% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Bandhan Infrastructure Fund | 1,613 Cr | -11.58% | 34.62% | View Detail |
| 2 | Bandhan Small Cap Fund | 14,562 Cr | -3.98% | 31.83% | View Detail |
| 3 | Bandhan Value Fund | 9,841 Cr | -7.14% | 27.95% | View Detail |
| 4 | Bandhan Large & Mid Cap Fund | 10,231 Cr | -2.92% | 26.74% | View Detail |
| 5 | Bandhan ELSS Tax Saver Fund | 6,899 Cr | -5.49% | 24.27% | View Detail |
| 6 | Bandhan Flexi Cap Fund | 7,365 Cr | -4.12% | 19.56% | View Detail |
Similar Mutual Funds
Find mutual funds with similar performance and compare returns instantly.