HealthyDirect · Growth
Bandhan BSE Healthcare Index Fund
- NAV
- 11.6574
- 15 Sept 2026
- 1Y
- +14.5%
- Trailing CAGR
- AUM
- ₹23.66 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.4% 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+14.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+8.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+25.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +8.9%
- Calendar-day CAGR
- Excess 1Y
- +8.9%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 20 days
- 18 recovered episodes
- Longest recovery
- 151 days
- Trough to prior peak
- Current spell
- 3 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
2 Jan 2025 – 29 Jul 2025
Trough 28 Feb 2025 · recovered in 151 days
-16.2%
30 Jul 2025 – 6 May 2026
Trough 29 Jan 2026 · recovered in 97 days
-10.9%
15 Oct 2024 – 30 Dec 2024
Trough 18 Nov 2024 · recovered in 42 days
-5.9%
21 May 2026 – 19 Jun 2026
Trough 2 Jun 2026 · recovered in 17 days
-3.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
55
Vs category
100
Consistency
52
Risk-adjusted
40
Drawdown
60
Mean
61
Portfolio
31 Aug 2026 · 126 holdings · top 10 are 55.5%.
- Top 5
- 35.6%
- Top 10
- 55.5%
- Largest holding
- 13.0%
- Effective holdings
- 23.6
Sun Pharmaceutical Industries Ltd
Healthcare
13.0%
Divi's Laboratories Ltd
Healthcare
7.2%
Apollo Hospitals Enterprise Ltd
Healthcare
5.5%
Cipla Ltd
Healthcare
4.9%
Max Healthcare Institute Ltd
Healthcare
4.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- +6.8%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 4.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund
Edelweiss Mutual Fund
- 1Y
- +6.2%
- 3Y
- n/a
- Vol
- 0.9%
- Max DD
- -0.5%
- Sharpe
- 2.48
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Axis Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.4%
- Vol
- 1.2%
- Max DD
- -0.8%
- Sharpe
- 1.85
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
ICICI Prudential Nifty Auto Index Fund
ICICI Prudential Mutual Fund
- 1Y
- +0.7%
- 3Y
- +18.2%
- Vol
- 17.9%
- Max DD
- -28.3%
- Sharpe
- 0.91
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Kotak Nifty Next 50 Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- +3.1%
- 3Y
- +15.7%
- Vol
- 17.5%
- Max DD
- -26.3%
- Sharpe
- 0.59
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown