MonitorDirect · Growth
BANDHAN EQUITY SAVINGS FUND
- NAV
- 36.249
- 15 Sept 2026
- 1Y
- +3.7%
- Trailing CAGR
- AUM
- ₹400.08 Cr
- 31 Aug 2026
- Volatility
- Low
- 4.6% 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+3.7%
- 3Y+6.9%
- 5Y+6.5%
- 10Y+7.2%
- SI+7.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.3%
- 3Y+5.6%
- 5Y+6.7%
- 10Y+7.5%
- Since inception
- +7.4%
- Calendar-day CAGR
- Excess 1Y
- -0.3%
- Category median, same plan and option
- 3Y win rate
- +7%
- Windows beating the median
- 3Y percentile
- 15
- Vs comparable share classes
- Worst rolling 3Y
- -0.6%
- 2401 daily-ending windows
- Median rolling 3Y
- +7.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1909 daily-ending windows
- SIP 3Y XIRR
- +5.6%
- 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
- 5 days
- 407 recovered episodes
- Longest recovery
- 139 days
- Trough to prior peak
- Current spell
- 43 days
- Days below latest peak
- Time below peak
- +64%
- NAV observations
24 Jan 2020 – 4 Aug 2020
Trough 23 Mar 2020 · recovered in 134 days
-17.3%
7 Sept 2018 – 13 Mar 2019
Trough 25 Oct 2018 · recovered in 139 days
-4.6%
3 Jun 2019 – 20 Nov 2019
Trough 22 Aug 2019 · recovered in 90 days
-4.2%
17 Jan 2022 – 1 Aug 2022
Trough 17 Jun 2022 · recovered in 45 days
-3.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
15
Vs category
48
Consistency
18
Risk-adjusted
48
Drawdown
57
Mean
37
Portfolio
31 Aug 2026 · 125 holdings · top 10 are 82.9%.
- Top 5
- 66.7%
- Top 10
- 82.9%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Hedged equity
44.3%
Debt
32.5%
Equity
21.3%
Cash
1.9%
Sectors
Unspecified (debt)
55.4%
Financial (debt)
21.4%
Financial
20.8%
Healthcare
17.1%
Technology
16.6%
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
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bajaj Finserv Equity Savings Fund
Bajaj Finserv Mutual Fund
- 1Y
- +4.8%
- 3Y
- n/a
- Vol
- 2.3%
- Max DD
- -1.3%
- Sharpe
- -0.22
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Edelweiss Equity Savings Fund
Edelweiss Mutual Fund
- 1Y
- +7.5%
- 3Y
- +11.1%
- Vol
- 4.8%
- Max DD
- -9.5%
- Sharpe
- 1.06
- 3Y win
- +94%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Franklin India Equity Savings Fund
Franklin Templeton Mutual Fund
- 1Y
- +3.6%
- 3Y
- +7.1%
- Vol
- 5.9%
- Max DD
- -16.7%
- Sharpe
- 0.49
- 3Y win
- +30%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
HDFC Equity Savings Fund
HDFC Mutual Fund
- 1Y
- +2.9%
- 3Y
- +8.1%
- Vol
- 5.8%
- Max DD
- -17.0%
- Sharpe
- 0.78
- 3Y win
- +86%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Kotak Equity Savings Fund
Kotak Mahindra Mutual Fund
- 1Y
- +4.0%
- 3Y
- +9.9%
- Vol
- 5.7%
- Max DD
- -16.5%
- Sharpe
- 0.78
- 3Y win
- +91%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility