Bandhan Nifty 50 Index Fund - Direct Plan
An open ended scheme tracking Nifty 50 Index
What is a Nifty 50 Index Mutual Fund?
Investing in the market's heavyweights—companies that are household names and sector leaders—offers reassurance. A Nifty 50 Index Mutual Fund allows you to invest in India's top 50 companies, providing exposure to the nation's most stable and influential businesses. It's a convenient way to diversify your portfolio while aligning with market leaders.
The fund invests in the constituents of the Nifty 50 Index, which comprises India's top 50 companies by market capitalization. Many of these are sector leaders and well-established blue-chip companies. As per regulations, Nifty 50 index funds must invest at least 95% of their total assets in equity and equity-related instruments within the Nifty 50 Index.
Index funds provide diversification by investing in companies across various sectors, which can potentially reduce risk. However, despite this diversification, Nifty 50 index funds are still categorized as high-risk investments.
When investing in Nifty 50 index mutual funds, investors can choose between lumpsum investments or a Systematic Investment Plan (SIP). SIPs may be particularly beneficial for long-term wealth creation.
Fund managers follow a strict mandate to replicate the Nifty 50 Index, buying and selling stocks in the same proportions as the index. This strategy reduces the risk of errors or bias. However, because the fund invests in large, established companies, the growth potential may be lower.
- Min Investment 1,000
- Min SIP Amount 100
- Exit Load
NIL (w.e.f. 4th February 2019)
Scheme is suitable for a minimum investment horizon of more than 3 years
Tier 1 Benchmark : Nifty 50 TRIAlternate Benchmark : NA
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Performance as on 31st October 2024
| Scheme Names | CAGR Returns (%) | Current value of Investment of 10,000 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 year | 3 year | 5 year | 10 year | 30/04/2010 Since inception | 1 year | 3 year | 5 year | 10 year | 30/04/2010 Since inception | |
| Bandhan Nifty 50 Index Fund - Regular Plan - Growth | 27.28 | 11.72 | 16.01 | 12.07 | 12.01 | 12,736 | 13,956 | 21,028 | 31,277 | 51,847 |
| 28.30 | 12.35 | 16.61 | 12.62 | 12.44 | 12,839 | 14,195 | 21,582 | 32,844 | 54,834 | |
| 25.78 | 11.59 | 15.99 | 12.43 | 12.50 | 12,586 | 13,907 | 21,009 | 32,313 | 55,246 | |
| ^ Tier 1 Benchmark | ^^ Alternate Benchmark | ^^^ Tier 2 Benchmark | ||||||||||
This fund is managed by Mr. Nemish Sheth (w.e.f 01/03/2022)
View fund performance of other funds managed by Mr. Nemish Sheth
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
Taxation:
For taxation, please refer the link : https://bit.ly/46xQzi1
Bandhan Nifty 50 Index Fund
(Scheme Risk-o-meter)
Nifty 50 TRI
(Tier 1 Benchmark Risk-o-meter)
This product is suitable for investors who are seeking* :
- To create wealth over long term.
- Investment in equity and equity related instruments forming part of Nifty 50 index.
Who Should Invest in Nifty 50 Index Mutual Funds?
Nifty 50 index mutual funds have the potential to outpace inflation over time. These funds follow a passive investment strategy and are ideal for investors seeking potential gains in the long term.
Nifty 50 index mutual funds are not suitable for investors with a low-risk appetite. They are suited for investors with a high-risk tolerance who want to invest in Nifty 50 companies.
How to Invest in Nifty 50 Index Mutual Fund?
You can invest in Nifty 50 index mutual funds via SIP or lumpsum, depending on your investment goals and horizon. Simply log in or use Quick Transact to begin your investment journey.
FAQs on Nifty 50 Index Mutual Fund
What is the Nifty 50 index mutual fund?
Nifty 50 Index mutual funds invest in constituents of the Nifty 50 Index. This Index comprises India's top 50 companies that are identified on the basis of market capitalisation.
How to invest in Nifty 50 Index Mutual Fund?
- You can choose to invest via opt for SIP or lumpsum investment depending on your goals and investment horizon.
- Once you decide the mode of investment, you can either login to invest or invest via Quick Transact.
Are Nifty 50 Index Mutual Fund SIP returns good?
Nifty 50 Index Mutual Funds are a long-term investment scheme that invest in India’s top 50 companies. They have the potential to provide gains in the long run.
Is the Nifty 50 Index Mutual fund risky?
Nifty 50 Index Mutual Funds are categorised as a high-risk investment option. They are vulnerable to market volatility and can be risky in the short-term.
Can I invest in Nifty 50 Index Mutual fund via SIP?
SIP investments are suitable for long-term and high-risk investments. Periodic investments allow the investor to save money and potentially create wealth in the long-term. Moreover, Nifty 50 Index Mutual Funds allow for diversification of the investors assets. So yes, you can invest in Nifty 50 Index Mutual Fund via SIP.
What are the benefits of investing in Nifty 50 index mutual fund?
Nifty 50 Index Mutual Funds invest in the top 50 companies in India. Consequently, these funds are relatively liquid. As they are invested in equities of large and well-established companies, Nifty 50 Index mutual fund returns may potentially be high, especially in the long-run. They may also be a stable investment option for investors.
What are the disadvantages of Nifty 50 index mutual funds?
While Nifty 50 Index Mutual Funds help diversifying investments across sectors, they primarily invest in large cap companies. As these funds primarily invest in large cap companies, the diversification of Nifty 50 Index Mutual Funds with respect to market capitalisation is limited; this may impact returns.