MonitorDirect · Growth
BANDHAN CONSERVATIVE HYBRID FUND
Bandhan Mutual FundHybrid Scheme - Conservative Hybrid Fund13.7 years
- NAV
- 37.1024
- 15 Sept 2026
- 1Y
- +3.2%
- Trailing CAGR
- AUM
- ₹92.37 Cr
- 31 Jul 2026
- Volatility
- Low
- 4.7% 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+3.2%
- 3Y+7.0%
- 5Y+5.7%
- 10Y+6.8%
- SI+8.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.4%
- 3Y+5.1%
- 5Y+6.2%
- 10Y+6.7%
- Since inception
- +8.0%
- Calendar-day CAGR
- Excess 1Y
- -1.7%
- Category median, same plan and option
- 3Y win rate
- +28%
- Windows beating the median
- 3Y percentile
- 33
- Vs comparable share classes
- Worst rolling 3Y
- +2.9%
- 2598 daily-ending windows
- Median rolling 3Y
- +7.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2115 daily-ending windows
- SIP 3Y XIRR
- +5.1%
- 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
- 9 days
- 247 recovered episodes
- Longest recovery
- 157 days
- Trough to prior peak
- Current spell
- 36 days
- Days below latest peak
- Time below peak
- +80%
- NAV observations
20 Feb 2020 – 17 Jul 2020
Trough 23 Mar 2020 · recovered in 116 days
-11.4%
17 May 2013 – 13 Jan 2014
Trough 19 Aug 2013 · recovered in 147 days
-7.2%
17 Jan 2022 – 13 Sept 2022
Trough 17 Jun 2022 · recovered in 88 days
-5.1%
12 Dec 2025 – 3 Aug 2026
Trough 30 Mar 2026 · recovered in 126 days
-5.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
33
Vs category
39
Consistency
29
Risk-adjusted
56
Drawdown
72
Mean
46
Portfolio
31 Jul 2026 · 27 holdings · top 10 are 64.2%.
- Top 5
- 37.3%
- Top 10
- 64.2%
- Largest holding
- 12.4%
- Effective holdings
- 17.5
Bandhan Nifty 50 ETF-G Nifty 50 ETF-Growth
Unspecified
12.4%
GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100
Entities
8.5%
STATE DEVELOPMENT LOAN 20610 RAJ 11JL28 8.57 FV RS 100
Unspecified
5.6%
RURAL ELECTRIFICATION CORPORATION LIMITED 7.77 SR 220-A BD 31MR28 FVRS1LAC
Financial
5.5%
GODREJ INDUSTRIES LIMITED SR II 8.40 NCD 27AG27 FVRS1LAC
Diversified
5.4%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 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
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Parag Parikh Conservative Hybrid Fund
PPFAS Mutual Fund
- 1Y
- +4.6%
- 3Y
- +9.1%
- Vol
- 3.0%
- Max DD
- -2.3%
- Sharpe
- 1.37
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Franklin India Conservative Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- +2.6%
- 3Y
- +7.7%
- Vol
- 4.2%
- Max DD
- -11.9%
- Sharpe
- 0.81
- 3Y win
- +49%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
LIC MF Conservative Hybrid Fund
LIC Mutual Fund
- 1Y
- +3.7%
- 3Y
- +6.3%
- Vol
- 3.5%
- Max DD
- -7.9%
- Sharpe
- 0.63
- 3Y win
- +29%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1)
Nippon India Mutual Fund
- 1Y
- +6.8%
- 3Y
- +8.5%
- Vol
- 4.4%
- Max DD
- -18.9%
- Sharpe
- 0.55
- 3Y win
- +52%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
SBI CONSERVATIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- +4.5%
- 3Y
- +8.1%
- Vol
- 4.3%
- Max DD
- -11.9%
- Sharpe
- 1.02
- 3Y win
- +81%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown