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HybridEquity SavingsDirect · Growth

BANDHAN Equity Savings Fund-Direct Plan-Growth

Bandhan · Scheme 118477

36.72 0.19%NAV · 2026-08-05
54
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.8%
Risk level
Moderate
Min SIP
Benchmark
Nifty Equity Savings Index

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.26%
3 Months+3.10%
6 Months+3.14%
1 Year+5.70%
3 Years (CAGR)+7.79%
5 Years (CAGR)+7.36%
10 Years (CAGR)+7.48%
Since Launch+7.58%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns26
Consistency66
Risk-adjusted26
Downside protection88
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 1.7%
  • Volatility: 5% annualised
  • Max drawdown: -17%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.8%
  • 3Y CAGR vs category: -1.6% vs category avg
  • Beat category: beat category in 5% of windows
  • Sharpe ratio: 0.23

Risk metrics

Sharpe ratio
0.23
Sortino ratio
0.21
Volatility
4.62%
Max drawdown
-17.29%
Downside capture

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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