BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN

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Category: Index Fund
Launch Date: 02-09-2022
Asset Class:
Benchmark: Nifty 200 Momentum 30 TRI
Expense Ratio: 1.07% As on (31-05-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 12.81 Cr As on (30-04-2025)
Turn over: 108

NAV as on 04-07-2025

15.8013

-0.03 (-0.2183%)

CAGR Since Inception

17.29%

Nifty 200 Momentum 30 TRI 19.84%

PERFORMANCE of BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN

Scheme Performance (%) Data as on - 04-07-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN	-13.75	-	-	-	17.29
Nifty 200 Momentum 30 TRI	-12.57	25.58	24.62	18.07	19.84
Index Fund	4.58	18.27	20.74	12.03	10.22

Yearly Performance (%)

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Fund Managers

Mr. Nemish Sheth

Investment Objective

TThe investment objective of the Scheme is to replicate the Nifty200 Momentum 30 index by investing in securities of the Nifty200 Momentum 30 Index in the same proportion / weightage with an aim to provide returns before expenses that closely correspond to the total return of Nifty200 Momentum 30 Index, subject to tracking errors

RETURNS CALCULATOR for BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN	9.4				-	-
Index Fund	-	-	-	-	-	-

PEER COMPARISION of BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN

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Period

Data as on - 04-07-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN	02-09-2022	-13.75	20.82	0.0	0.0
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth	26-04-2024	20.94	0.0	0.0	0.0
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option	14-08-2023	20.67	0.0	0.0	0.0
ICICI Prudential NASDAQ 100 Index Fund - Growth	01-10-2021	15.78	25.02	28.15	0.0
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth	05-04-2020	15.35	20.74	21.25	17.67
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth	29-07-2022	12.74	20.81	0.0	0.0
Tata Nifty Financial Services Index Fund - Regular Plan - Growth	01-04-2024	11.81	0.0	0.0	0.0
Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth	27-03-2023	11.14	9.37	0.0	0.0
HDFC Nifty G-Sec July 2031 Index Fund - Growth Option	10-11-2022	11.08	9.3	0.0	0.0
HDFC Nifty G-Sec Sep 2032 Index Fund - Growth Option	09-12-2022	11.05	9.28	0.0	0.0

PORTFOLIO ANALYSIS of BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN

Asset Allocation (%)