FundLens
52
Index — Factor / Smart BetaHold

Bandhan Nifty 500 Value 50 Index

Bandhan · Direct–Growth · rank #27 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
9.3%
+11.4% vs index
3 Years
5 Years
Since launch
5.8%

Year-by-year performance

last entry = YTD
2025
+16.3%
2026
+1.8%

Why this score

Bandhan Nifty 500 Value 50 Index scores 52/100 — #27 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for alpha and 1y return — beating 89% of peers on alpha. The main drag is its fund size (better than only 21% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

Alpha3.04 · 89th percentile in category
Fund size35.55 Cr · 21st percentile in category
1Y return9.28% · 93rd percentile in category
Volatility17.47 · 33rd percentile in category
Expense ratio0.69% · 42nd percentile in category
Sharpe ratio-0.04 · 55th percentile in category

Top holdings

top 5 = 26% of portfolio
1.Grasim Industries Ltd5.51%
2.Hindalco Industries Ltd5.32%
3.State Bank of India5.24%
4.Vedanta Ltd5.03%
5.Oil & Natural Gas Corporation Ltd4.94%

50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Factor / Smart Beta funds