Question 1

Which funds are similar to Bandhan Value Fund Direct-Growth?

Accepted Answer

Funds similar to Bandhan Value 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 Value Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Bandhan Value Fund Direct-Growth is ranked 21 out of 24 funds in the Equity: Value Oriented category as of 16 Jul 2026. On a 5-year return basis it ranks 12 out of 17. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

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

Accepted Answer

Bandhan Value Fund Direct-Growth has an expense ratio of 0.99%. 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 Value Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Bandhan Value Fund Direct-Growth has an AUM of ₹9,985.03 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 Value Fund Direct-Growth has delivered 12.18% CAGR over the same period, ranking 21 out of 24 funds. You can view and compare the full category ranking on sharpely.

Question 6

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

Accepted Answer

On a risk-adjusted basis, Bandhan Value Fund Direct-Growth has a Sharpe ratio of 0.54 compared to the Equity: Value Oriented average of 0.67 as of 16 Jul 2026. It ranks 22 out of 27 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	-0.97%	3.08%	18 / 29
3Y Return	+12.18%	16.45%	21 / 24
5Y Return	+14.19%	14.61%	12 / 17
10Y Return	+16.11%	14.84%	5 / 13

Bandhan Value Fund Direct-Growth

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