How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.71 | 37.31 | 1.54 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.48 | 34.47 | 1.51 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Value funds are the equity funds. They invest in the stocks of companies which are undervalued but have a potential to grow.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Sterling Value Fund | 27.78% | 21.11% | 18.69% |
ICICI Pru Value Discovery Fund | 28.88% | 23.54% | 19.62% |
HSBC Value Fund | 34.91% | 26.08% | 21.37% |
UTI Value Fund | 35.06% | 20.26% | 15.76% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
5.90 %
Holdings
4.76 %
Holdings
4.07 %
Daylynn Pinto
AUM: ₹21,747.94 Cr.
|
Exp: —
B.Com (H) and PGDM
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
3 Key Reasons To Invest In Bandhan Sterling Value Fund
5 months ago•Bandhan Mutual Fund
IDFC Multi Cap Fund NFO Review|Best Multi Cap Funds|Best IDFC Mutual Funds|IDFC Flexi Cap Fund|
3 years ago•Invest Empires
IDFC Sterling Value Card Game
5 years ago•IDFC Mutual Fund
Comparison of Value Mutual Funds - Quantitative Analysis | Contra Funds comparison
6 years ago•Yadnya Investment Academy
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%