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Bandhan Nifty 500 Value 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?
Univest 4 hrs ago·15 Sept 2026, 9:57 am
The Bandhan Nifty 500 Value 50 Index Fund Direct Growth is a passively managed mutual fund that tracks the Nifty 500 Value 50 Index. This benchmark aims to identify 50 large-cap Indian companies that are considered undervalued compared to their peers. By focusing on these value stocks, the fund seeks to generate returns that may outperform the broader market over the long term. The 'Direct Growth' option means investors buy the units directly from the fund house without any distributor commission, which can help reduce expense ratios.
For investors, this fund offers a way to gain exposure to a diversified basket of fundamentally strong, potentially undervalued companies. It is designed for those who believe that the market will eventually recognize the true worth of these stocks. Because it is an index fund, it offers lower costs and greater transparency compared to actively managed funds. However, value investing can sometimes mean holding stocks that remain undervalued for extended periods, so patience is required.
What to watch next includes the fund's performance relative to the Nifty 500 index and the overall market. Investors should also monitor the portfolio turnover and the fund's expense ratio to ensure it remains efficient. Since the fund invests in a concentrated basket of 50 stocks, its performance will be heavily influenced by the performance of these specific large-cap value stocks. Regularly reviewing the fund's holdings will help investors understand how the fund is positioned in the market.
Excerpt from Univest
Updated: 15 Sept 2026 • 3:28 pm Bandhan Nifty 500 Value 50 Index Fund Direct Growth Plan currently has an NAV of ₹11.1717 as of 11 Sep 2026 and scheme AUM of ₹35 Cr. Its 1-year, 3-year and 5-year returns are 12.33%, 0% and 0%, and it carries a High Risk label. Our view is that it has shown a reasonable 1-year outcome,…Read the original at Univest
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