Review of Bandhan Nifty Alpha Low Volatility 30 Index Fund NFO
December 20, 2024
mayank
Review of Bandhan Nifty Alpha Low Volatility 30 Index Fund NFO @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst.
[ A ] Benchmark Performance of Nifty Alpha Low Volatility 30
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | -10.70 | 18.91 | 29.49 | 18.35 | 18.41 |
| Total Return | -10.65 | 20.03 | 30.71 | 19.78 | 19.99 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 14.11 | 16.97 | 17.54 |
| Beta (NIFTY 50) | 0.89 | 0.79 | 0.74 |
| Correlation (NIFTY 50) | 0.88 | 0.88 | 0.89 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 26.89 | 4.37 | 0.98 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| Sun Pharmaceutical Industries Ltd. | 5.42 |
| Bharti Airtel Ltd. | 5.35 |
| ICICI Bank Ltd. | 4.89 |
| Lupin Ltd. | 4.36 |
| ITC Ltd. | 4.15 |
| Bajaj Auto Ltd. | 3.72 |
| UltraTech Cement Ltd. | 3.59 |
| Larsen & Toubro Ltd. | 3.57 |
| Colgate Palmolive (India) Ltd. | 3.39 |
| Britannia Industries Ltd. | 3.39 |
Note on Benchmark Performance:
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Nemish Sheth
| Fund | Bandhan Equity Savings Fund | It’s Benchmark | Bandhan Nifty 50 ETF | It’s Benchmark |
| 1 Year | 9.11 | 10.39 |
12.82 |
16.60 |
| 3 Year | 7.80 | 9.14 | 13.30 | 15.29 |
| 5 Year | 9.04 | 9.61 | 15.41 | 17.18 |
| 7 Year | 7.90 | 9.08 | 13.70 | 14.30 |
| 10 Year | 7.66 | 8.77 | — | — |
As on 20-12-2024
Note on Fund Managers’ performance