Bandhan Value Fund

The IDFC Sterling Value Fund Direct Plan Growth, which was offered by the erstwhile IDFC Mutual Fund, has now been rebranded as Bandhan Sterling Value Fund - Direct Plan offered by Bandhan Mutual Fund. It is categorised as an open-ended equity mutual fund scheme since it invests predominantly in equity and equity-related instruments. The fund uses the S&P BSE 500 TRI as its Tier 1 benchmark and the S&P BSE 400 MidSmallCap TRI as its Tier 2 benchmark, and like both these total return indices, the IDFC Sterling Value Fund — Direct Plan Growth is also classified as a very high-risk option.

The IDFC Sterling Value Fund’s primary objective is to invest in value stocks with a high potential for capital appreciation over the long term. The fund utilises an active stock selection strategy to identify undervalued stocks across multiple sectors and market capitalisations.

The portfolio of the IDFC Sterling Value Fund predominantly consists of cyclical stocks from the mid cap and small cap segments. Stocks from these segments typically take a few years to reach their true growth potential. So, you could consider investing in the scheme if you have a long-term outlook of more than 5 years. You also need to have a high risk tolerance level since this is classified as a high-risk scheme.

Beat inflation and watch your money grow with our SIP return calculator. Protect your purchasing power and ensure your investments outpace inflation. Start hedging against inflation and securing your financial future now!