Question 1

Which funds are similar to Bandhan Nifty 500 Value 50 Index Fund Direct-Growth?

Accepted Answer

Funds similar to Bandhan Nifty 500 Value 50 Index Fund Direct-Growth in the Equity: Value Oriented category include ICICI Prudential Value Direct-Growth, SBI Contra Direct Plan-Growth, and Invesco India Contra Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Bandhan Nifty 500 Value 50 Index Fund Direct-Growth in its category?

Accepted Answer

The category rank of Bandhan Nifty 500 Value 50 Index Fund Direct-Growth is shown in the Trailing Returns section above.

Question 3

How does Bandhan Nifty 500 Value 50 Index Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Bandhan Nifty 500 Value 50 Index Fund Direct-Growth has an expense ratio of 0.74%. The peers ICICI Prudential Value Direct-Growth has an expense ratio of 1.08% and SBI Contra Direct Plan-Growth has 0.84%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Bandhan Nifty 500 Value 50 Index Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Bandhan Nifty 500 Value 50 Index Fund Direct-Growth has an AUM of ₹36.76 crore. The peers ICICI Prudential Value Direct-Growth has an AUM of ₹60,198.2 crore and SBI Contra Direct Plan-Growth has ₹47,361.7 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Value Oriented?

Accepted Answer

The top performing fund in the Equity: Value Oriented category on a 3-year basis is UTI Nifty 500 Value 50 Index Fund Direct-Growth with a CAGR of 26.55% as of 16 Jul 2026. Bandhan Nifty 500 Value 50 Index Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

Question 6

How does Bandhan Nifty 500 Value 50 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

The Sharpe ratio of Bandhan Nifty 500 Value 50 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.

Period	This Fund	Category Avg	Category Rank
1Y Return	+12.17%	3.08%	6 / 29
3Y Return	—	16.45%	—
5Y Return	—	14.61%	—
10Y Return	—	14.84%	—

Bandhan Nifty 500 Value 50 Index Fund Direct-Growth

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