MonitorDirect · Growth
Bandhan Aggressive Hybrid Passive FOF
- NAV
- 52.8742
- 15 Sept 2026
- 1Y
- +6.7%
- Trailing CAGR
- AUM
- ₹22.32 Cr
- 31 Aug 2026
- Volatility
- Medium
- 10.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.7%
- 3Y+11.8%
- 5Y+9.8%
- 10Y+10.3%
- SI+10.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.5%
- 3Y+8.5%
- 5Y+11.0%
- 10Y+11.3%
- Since inception
- +10.6%
- Calendar-day CAGR
- Excess 1Y
- +0.2%
- Category median, same plan and option
- 3Y win rate
- +56%
- Windows beating the median
- 3Y percentile
- 48
- Vs comparable share classes
- Worst rolling 3Y
- -4.7%
- 2598 daily-ending windows
- Median rolling 3Y
- +11.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2115 daily-ending windows
- SIP 3Y XIRR
- +8.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 185 recovered episodes
- Longest recovery
- 430 days
- Trough to prior peak
- Current spell
- 33 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
12 Feb 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-29.0%
17 Jan 2022 – 15 May 2023
Trough 20 Jun 2022 · recovered in 329 days
-13.9%
26 Sept 2024 – 16 Sept 2025
Trough 28 Feb 2025 · recovered in 200 days
-11.5%
31 Aug 2018 – 30 Dec 2019
Trough 26 Oct 2018 · recovered in 430 days
-10.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
48
Vs category
52
Consistency
53
Risk-adjusted
53
Drawdown
28
Mean
47
Portfolio
31 Aug 2026 · 5 holdings.
- Top 5
- 100.0%
- Top 10
- n/a
- Largest holding
- 78.0%
- Effective holdings
- 1.6
Bandhan Nifty Midcap 150 Index Fund Direct-Growth
Unspecified
78.0%
Bandhan CRISIL IBX Gilt April 2028 Index Fund Direct-Growth
Unspecified
10.0%
Bandhan CRISIL IBX 90:10 SDL Plus Gilt- April 2032 Index Fund Direct-Growth
Unspecified
9.9%
Bandhan Nifty Alpha 50 Index Fund Direct-Growth
Unspecified
1.6%
Reverse Repo
Unspecified
0.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 56% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
DSP Gold ETF Fund of Fund
DSP Mutual Fund
- 1Y
- +35.7%
- 3Y
- n/a
- Vol
- 22.4%
- Max DD
- -25.2%
- Sharpe
- 1.27
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
ICICI Prudential Dynamic Asset Allocation Active FOF- Dividend
ICICI Prudential Mutual Fund
- 1Y
- +1.5%
- 3Y
- +10.2%
- Vol
- 9.1%
- Max DD
- -26.4%
- Sharpe
- 0.75
- 3Y win
- +85%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Kotak Multi Asset Omni FOF
Kotak Mahindra Mutual Fund
- 1Y
- +6.4%
- 3Y
- +14.3%
- Vol
- 10.3%
- Max DD
- -22.8%
- Sharpe
- 0.96
- 3Y win
- +98%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
LIC MF Gold ETF Fund of Fund
LIC Mutual Fund
- 1Y
- +34.1%
- 3Y
- +35.0%
- Vol
- 23.8%
- Max DD
- -24.5%
- Sharpe
- 1.14
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Franklin India Income Plus Arbitrage Active Fund of Funds
Franklin Templeton Mutual Fund
- 1Y
- +6.3%
- 3Y
- +12.4%
- Vol
- 8.8%
- Max DD
- -27.6%
- Sharpe
- 0.38
- 3Y win
- +14%
- Lower volatility
- Shallower drawdown
- Higher trailing returns