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HybridEquity SavingsDirect · Growth

BANDHAN Equity Savings Fund-Direct Plan-Growth

Bandhan · Scheme 118477

₹36.53▼ 0.02%NAV · 2026-09-18
54
Average FundScore
Start SIP
AUM
₹400 cr
Expense ratio
0.66%
3Y CAGR
7.7%
Risk level
Moderate
Min SIP
₹100
Benchmark
Nifty Equity Savings Index
Fund manager: Yogik Pitti, Harshal Joshi, Arpit KapoorExit load: Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.
Average · 54/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 17%.
  • ✓Low volatility (5% a year) — a steady, low-drama ride.
  • ✓Low cost — 0.66% expense ratio means more of the return stays with you.
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe 0.22) — took on risk without enough payoff.
  • •3Y CAGR: +7.7%
  • •3Y CAGR vs category: -1.4% vs category avg

FundScore breakdown

54/100 · Average
How it works →
28
Returns
Weak
66
Consistency
Decent
26
Risk-adjusted
Weak
88
Downside protection
Excellent
77
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.