- Scheme Category:
- Equity Scheme >
- Value Fund/Contra Fund
NAV: ₹ ↑ 0.19%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Bandhan Value Fund - Direct Plan - Growth and its peers as on 21 August, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Bandhan Value Fund - Direct Plan - Growth | -2.16% | 0.19% | -0.22% | 1.55% | 4.31% | 2.06% | 12.12% | 14.85% | 20.35% | 15.78% |
| ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - Growth | -6.61% | 0.04% | -0.58% | 0.05% | 1.35% | -1.79% | 13.98% | 16.55% | 20.03% | 14.79% |
| HDFC Value Fund - Growth Option - Direct Plan | 4.21% | 0.04% | 0.09% | 2.27% | 8.71% | 8.7% | 18.03% | 15.84% | 18.23% | 14.92% |
| Nippon India Value Fund - Direct Plan Growth Plan | -2.13% | 0.14% | 0.16% | 0.44% | 3.25% | 1.84% | 16.49% | 15.86% | 19.78% | 15.5% |
| Aditya Birla Sun Life Value Fund - Growth - Direct Plan | 7.37% | 0.45% | 0.82% | 2.04% | 6.92% | 14.58% | 17.22% | 16.39% | 18.99% | 12.87% |
| Axis Value Fund - Direct Plan - Growth | 6.27% | 0.32% | 0.69% | 3.84% | 9.24% | 11.92% | 20.52% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 1.91% | 61.73% | -11.76% | -4.88% | 17.17% | 66.66% | 3.66% | 33.46% | 19.39% | 5.9% |
Discrete returns (monthly)
| Month | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 2.85% | 1.51% | 0.29% | -3.38% | 0.54% | -10.74% | 7.6% | -0.78% | 2.49% | 1.09% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|---|
| Returns | 12.2% | -2.71% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 94.24% | 0.48% (Arbitrage: 0.00%) | 0.00% | 0.00% | 5.28% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 7.89% |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | 6.51% |
| Kotak Mahindra Bank Limited | KOTAKBANK (INE237A01036) | Banks | 5.82% |
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 4.28% |
| Tata Consultancy Services Limited | TCS (INE467B01029) | IT - Software | 4.00% |
| Infosys Limited | INFY (INE009A01021) | IT - Software | 3.49% |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 3.06% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 2.56% |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 2.35% |
| Mahindra & Mahindra Financial Services Limited | M&MFIN (INE774D01024) | Finance | 2.19% |
| Oil & Natural Gas Corporation Limited | ONGC (INE213A01029) | Oil | 2.17% |
| Larsen & Toubro Limited | LT (INE018A01030) | Construction | 2.16% |
| ITC Limited | ITC (INE154A01025) | Diversified FMCG | 1.96% |
| ICICI Lombard General Insurance Company Limited | ICICIGI (INE765G01017) | Insurance | 1.94% |
| HDFC Life Insurance Company Limited | HDFCLIFE (INE795G01014) | Insurance | 1.86% |
| IDFC First Bank Limited | IDFCFIRSTB (INE092T01019) | Banks | 1.85% |
| Dr. Reddy's Laboratories Limited | DRREDDY (INE089A01031) | Pharmaceuticals & Biotechnology | 1.83% |
| Jindal Steel Limited | JINDALSTEL (INE749A01030) | Ferrous Metals | 1.75% |
| Sterlite Technologies Limited | STLTECH (INE089C01029) | Telecom - Equipment & Accessories | 1.72% |
| Poonawalla Fincorp Limited | POONAWALLA (INE511C01022) | Finance | 1.71% |
| Bajaj Finserv Limited | BAJAJFINSV (INE918I01026) | Finance | 1.61% |
| Aurobindo Pharma Limited | AUROPHARMA (INE406A01037) | Pharmaceuticals & Biotechnology | 1.57% |
| V-Mart Retail Limited | VMART (INE665J01013) | Retailing | 1.54% |
| United Spirits Limited | UNITDSPR (INE854D01024) | Beverages | 1.51% |
| Cipla Limited | CIPLA (INE059A01026) | Pharmaceuticals & Biotechnology | 1.32% |
| Hindustan Unilever Limited | HINDUNILVR (INE030A01027) | Diversified FMCG | 1.25% |
| Info Edge (India) Limited | NAUKRI (INE663F01032) | Retailing | 1.22% |
| Hero MotoCorp Limited | HEROMOTOCO (INE158A01026) | Automobiles | 1.21% |
| Avenue Supermarts Limited | DMART (INE192R01011) | Retailing | 1.17% |
| AWL Agri Business Limited | AWL (INE699H01024) | Agricultural Food & other Products | 1.07% |
| NTPC Limited | NTPC (INE733E01010) | Power | 1.04% |
| Crompton Greaves Consumer Electricals Limited | CROMPTON (INE299U01018) | Consumer Durables | 1.01% |
| Titan Company Limited | TITAN (INE280A01028) | Consumer Durables | 0.97% |
| United Breweries Limited | UBL (INE686F01025) | Beverages | 0.93% |
| The Ramco Cements Limited | RAMCOCEM (INE331A01037) | Cement & Cement Products | 0.91% |
| Emami Limited | EMAMILTD (INE548C01032) | Personal Products | 0.91% |
| Exide Industries Limited | EXIDEIND (INE302A01020) | Auto Components | 0.90% |
| Mas Financial Services Limited | MASFIN (INE348L01012) | Finance | 0.80% |
| Bosch Limited | BOSCHLTD (INE323A01026) | Auto Components | 0.78% |
| Bayer Cropscience Limited | BAYERCROP (INE462A01022) | Fertilizers & Agrochemicals | 0.72% |
| State Bank of India | SBIN (INE062A01020) | Banks | 0.72% |
| Dalmia Bharat Limited | DALBHARAT (INE00R701025) | Cement & Cement Products | 0.67% |
| Petronet LNG Limited | PETRONET (INE347G01014) | Gas | 0.64% |
| Sobha Limited | SOBHA (INE671H01015) | Realty | 0.64% |
| GAIL (India) Limited | GAIL (INE129A01019) | Gas | 0.63% |
| Finolex Industries Limited | FINPIPE (INE183A01024) | Industrial Products | 0.60% |
| Engineers India Limited | ENGINERSIN (INE510A01028) | Construction | 0.60% |
| Greenpanel Industries Limited | GREENPANEL (INE08ZM01014) | Consumer Durables | 0.60% |
| VRL Logistics Limited | VRLLOG (INE366I01010) | Transport Services | 0.58% |
| Styrenix Performance Materials Limited | STYRENIX (INE189B01011) | Chemicals & Petrochemicals | 0.58% |
| Dabur India Limited | DABUR (INE016A01026) | Personal Products | 0.56% |
| KEC International Limited | KEC (INE389H01022) | Construction | 0.51% |
| Jubilant Foodworks Limited | JUBLFOOD (INE797F01020) | Leisure Services | 0.48% |
| Aptus Value Housing Finance India Limited | APTUS (INE852O01025) | Finance | 0.44% |
| Vedanta Aluminium Metal Limited | VAML (INE1CDF01017) | Non - Ferrous Metals | 0.41% |
| DLF Limited | DLF (INE271C01023) | Realty | 0.33% |
| Maharashtra Seamless Limited | MAHSEAMLES (INE271B01025) | Industrial Products | 0.32% |
| Syngene International Limited | SYNGENE (INE398R01022) | Healthcare Services | 0.30% |
| Deepak Nitrite Limited | DEEPAKNTR (INE288B01029) | Chemicals & Petrochemicals | 0.25% |
| Graphite India Limited | GRAPHITE (INE371A01025) | Industrial Products | 0.24% |
| Bharat Heavy Electricals Limited | BHEL (INE257A01026) | Electrical Equipment | 0.20% |
| CG Power and Industrial Solutions Limited | CGPOWER (INE067A01029) | Electrical Equipment | 0.17% |
| Swiggy Limited | SWIGGY (INE00H001014) | Retailing | 0.14% |
| Vedanta Power Ltd | VEDPOWER (INE694L01019) | Power | 0.05% |
| Whirlpool of India Limited | WHIRLPOOL (INE716A01013) | Consumer Durables | 0.04% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| 364 Days Tbill (MD 04/02/2027) | SOVEREIGN | 0.48% |
Portfolio data is as on date 31 July, 2026
NAV history
Bandhan Value Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 21 August, 2026 | 170.500 | 0.19% |
| 20 August, 2026 | 170.179 | 0.54% |
| 19 August, 2026 | 169.257 | -0.36% |
| 18 August, 2026 | 169.861 | -0.42% |
| 17 August, 2026 | 170.584 | -0.17% |
| 14 August, 2026 | 170.874 | -0.32% |
| 13 August, 2026 | 171.414 | 0.02% |
| 12 August, 2026 | 171.384 | -0.19% |
| 11 August, 2026 | 171.705 | -0.19% |
| 10 August, 2026 | 172.029 | 0.25% |
| 7 August, 2026 | 171.599 | -0.07% |
| 6 August, 2026 | 171.720 | -0.11% |
| 5 August, 2026 | 171.904 | 0.25% |
| 4 August, 2026 | 171.483 | -0.47% |
| 3 August, 2026 | 172.286 | 1.65% |
| 31 July, 2026 | 169.491 | -0.01% |
| 30 July, 2026 | 169.502 | 0.09% |
| 29 July, 2026 | 169.356 | 1.3% |
| 28 July, 2026 | 167.186 | -0.02% |
| 27 July, 2026 | 167.218 | 0.63% |
| 24 July, 2026 | 166.164 | -0.08% |
| 23 July, 2026 | 166.291 | -0.47% |
| 22 July, 2026 | 167.076 | -0.49% |
| 21 July, 2026 | 167.899 | 0.13% |
| 20 July, 2026 | 167.684 | -0.46% |
| 17 July, 2026 | 168.459 | 0.61% |
| 16 July, 2026 | 167.445 | -0.28% |
| 15 July, 2026 | 167.920 | 0.14% |
| 14 July, 2026 | 167.680 | -0.65% |
| 13 July, 2026 | 168.774 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Bandhan Value Fund - Direct Plan - Growth?
The latest NAV of Bandhan Value Fund - Direct Plan - Growth is 170.500 as on 21 August, 2026.What are YTD (year to date) returns of Bandhan Value Fund - Direct Plan - Growth?
The YTD (year to date) returns of Bandhan Value Fund - Direct Plan - Growth are -2.16% as on 21 August, 2026.What are 1 year returns of Bandhan Value Fund - Direct Plan - Growth?
The 1 year returns of Bandhan Value Fund - Direct Plan - Growth are 2.06% as on 21 August, 2026.What are 3 year CAGR returns of Bandhan Value Fund - Direct Plan - Growth?
The 3 year annualized returns (CAGR) of Bandhan Value Fund - Direct Plan - Growth are 12.12% as on 21 August, 2026.What are 5 year CAGR returns of Bandhan Value Fund - Direct Plan - Growth?
The 5 year annualized returns (CAGR) of Bandhan Value Fund - Direct Plan - Growth are 14.85% as on 21 August, 2026.What are 10 year CAGR returns of Bandhan Value Fund - Direct Plan - Growth?
The 10 year annualized returns (CAGR) of Bandhan Value Fund - Direct Plan - Growth are 14.85% as on 21 August, 2026.