MonitorDirect · Growth
Bandhan Business Cycle Fund
- NAV
- 9.839
- 15 Sept 2026
- 1Y
- -3.5%
- Trailing CAGR
- AUM
- ₹1,165.94 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.3% 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-3.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-0.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-3.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -0.9%
- Calendar-day CAGR
- Excess 1Y
- -8.6%
- 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
- 26 days
- 9 recovered episodes
- Longest recovery
- 119 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +96%
- NAV observations
2 Jan 2026 – open
Trough 30 Mar 2026 · not recovered
-17.6%
11 Dec 2024 – 27 Jun 2025
Trough 28 Feb 2025 · recovered in 119 days
-16.1%
15 Oct 2024 – 4 Dec 2024
Trough 21 Nov 2024 · recovered in 13 days
-6.3%
16 Jul 2025 – 17 Sept 2025
Trough 8 Aug 2025 · recovered in 40 days
-4.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
14
Vs category
0
Consistency
39
Risk-adjusted
9
Drawdown
56
Mean
24
Portfolio
31 Aug 2026 · 85 holdings · top 10 are 37.8%.
- Top 5
- 22.1%
- Top 10
- 37.8%
- Largest holding
- 5.3%
- Effective holdings
- 44.3
Axis Bank Ltd
Financial
5.3%
HDFC Bank Ltd
Financial
4.6%
Reliance Industries Ltd
Energy & Utilities
4.4%
ICICI Bank Ltd
Financial
4.3%
One 97 Communications Ltd
Industrials
3.7%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
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
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Nippon India Active Momentum Fund
Nippon India Mutual Fund
- 1Y
- +8.1%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -12.6%
- Sharpe
- 0.80
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
WhiteOak Capital Special Opportunities Fund
WhiteOak Capital Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 14.7%
- Max DD
- -17.0%
- Sharpe
- 0.82
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Invesco India Business Cycle Fund
Invesco Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 17.6%
- Max DD
- -16.0%
- Sharpe
- 1.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Mirae Asset Great Consumer Fund
Mirae Asset Mutual Fund
- 1Y
- -6.3%
- 3Y
- +10.0%
- Vol
- 14.5%
- Max DD
- -35.5%
- Sharpe
- 0.78
- 3Y win
- +70%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown