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HomeFinance₹10,000 investment in this value mutual fund has grown over 14x in...

₹10,000 investment in this value mutual fund has grown over 14x in 18 years

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An initial investment of ₹10,000 in the Bandhan Value Fund at its inception 18 years ago would have grown to approximately ₹1.48 lakh as of February 28, 2026, reflecting a compound annual growth rate (CAGR) of 16.76%.

The fund, managed by Daylynn Pinto, has maintained a value-oriented, flexicap approach, investing across large, mid, and small-cap stocks. Its portfolio strategy includes focusing on companies facing temporary cyclical headwinds, scalable business models, and firms prioritizing internal accruals for growth.

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Over the years, the Bandhan Value Fund has consistently outperformed its benchmark, the BSE 500 Total Return Index, across multiple time horizons including 3, 5, 10 years, and since inception.

Investors can participate in the fund with a minimum lump sum of ₹1,000 or through a Systematic Investment Plan (SIP) starting at ₹100 per quarter for at least six quarters.

As of March 2026, the fund has crossed ₹10,000 crore in Assets Under Management (AUM), marking a significant milestone in its 18-year history.

ALSO READ | A consumption mutual fund has turned ₹10,000 monthly SIP into nearly ₹63 lakh in 15 years



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