Bandhan Nifty200 Momentum 30 Index Fund Direct Growth

Bandhan Nifty200 Momentum 30 Index Fund Direct Growth is an equity fund. This fund was started on 2 September, 2022. The fund is managed by Abhishek Jain. The fund could potentially beat inflation in the long-run.

1. Bandhan Nifty200 Momentum 30 Index Fund Direct Growth has ₹130 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

Bandhan Nifty200 Momentum 30 Index Fund Direct Growth has given a CAGR return of 16.19% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -15.47% and 14.98% respectively.

Bandhan Nifty200 Momentum 30 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Tech, Health, Consumer Cyclical, Communication, Basic Materials, Consumer Defensive. Its top holdings are InterGlobe Aviation Ltd, HDFC Life Insurance Co Ltd, ICICI Bank Ltd, SBI Life Insurance Co Ltd, HDFC Bank Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the Scheme is to replicate the Nifty200 Momentum 30 index by investing in securities of the Nifty200 Momentum 30 Index in the same proportion / weightage with an aim to provide returns before expenses that closely correspond to the total return of Nifty200 Momentum 30 Index, subject to tracking errors.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Bandhan Nifty200 Momentum 30 Index Fund Direct Growth has no lock in period.