Bandhan Sterling Value Fund-Reg(G)
View the direct plan of this scheme
Rs 154.781 0.996(0.648 %) NAV as on 10 Sep 2024
Scheme Objective: The investment objective of the Scheme is to seek to generate capital appreciation from adiversified portfolio of equity and equity related instruments by following a value investment strategy.
Performance (As on 10 Sep 2024)
| 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
|---|---|---|---|---|---|
| Scheme | 16.04 % | 36.92 % | 23.00 % | 28.25 % | 18.03 % |
| NIFTY 500 | 15.70 % | 34.92 % | 16.77 % | 21.35 % | N/A |
Portfolio
Value funds invest in stocks with growth potential but are trading at price-earnings multiples that are below average or the market. Funds use a combination of valuation metrics, including price-to-earnings and price-to-book ratios. Returns come in when markets take note of the growth in these stocks and re-rate them higher, at which point the funds book profits. These funds can go through phases of poor performance and needs to be held right through these periods. The Nifty 500 or the BSE 500 can be used as benchmarks to measure performance.
Value funds suit investors with high risk appetites. The minimum period for which these funds need to be held is 7 years.
