MonitorDirect · Growth
Bandhan Focused Fund
Bandhan Mutual FundEquity Scheme - Focused Fund13.7 years
The scheme aims to generate capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 stocks.
- NAV
- 107.951
- 15 Sept 2026
- 1Y
- +4.8%
- Trailing CAGR
- AUM
- ₹2,086.13 Cr
- 31 Aug 2026
- Volatility
- High
- 16.3% 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+4.8%
- 3Y+15.1%
- 5Y+12.3%
- 10Y+13.9%
- SI+13.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.2%
- 3Y+9.7%
- 5Y+13.7%
- 10Y+14.0%
- Since inception
- +13.1%
- Calendar-day CAGR
- Excess 1Y
- +1.7%
- Category median, same plan and option
- 3Y win rate
- +45%
- Windows beating the median
- 3Y percentile
- 88
- Vs comparable share classes
- Worst rolling 3Y
- -3.2%
- 2646 daily-ending windows
- Median rolling 3Y
- +15.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2153 daily-ending windows
- SIP 3Y XIRR
- +9.7%
- 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
- 18 days
- 125 recovered episodes
- Longest recovery
- 354 days
- Trough to prior peak
- Current spell
- 4 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
20 Feb 2020 – 9 Oct 2020
Trough 23 Mar 2020 · recovered in 200 days
-37.5%
3 Mar 2015 – 6 Sept 2016
Trough 11 Feb 2016 · recovered in 208 days
-22.9%
17 Jan 2022 – 6 Jun 2023
Trough 17 Jun 2022 · recovered in 354 days
-20.2%
23 Jan 2018 – 19 Feb 2020
Trough 5 Aug 2019 · recovered in 198 days
-20.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
88
Vs category
61
Consistency
43
Risk-adjusted
51
Drawdown
6
Mean
50
Portfolio
31 Aug 2026 · 32 holdings · top 10 are 55.8%.
- Top 5
- 33.2%
- Top 10
- 55.8%
- Largest holding
- 9.0%
- Effective holdings
- 23.1
LT Foods Ltd
Consumer Staples
9.0%
Prestige Estates Projects Ltd
Real Estate
6.7%
HDFC Bank Ltd
Financial
6.2%
Cholamandalam Financial Holdings Ltd
Financial
5.8%
Glenmark Pharmaceuticals Ltd
Healthcare
5.6%
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
- Maximum drawdown exceeded 35%.
Supporting reads
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ITI Focused Fund
ITI Mutual Fund
- 1Y
- +12.0%
- 3Y
- +18.1%
- Vol
- 15.6%
- Max DD
- -18.4%
- Sharpe
- 0.89
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
SBI FOCUSED FUND
SBI Mutual Fund
- 1Y
- +12.8%
- 3Y
- +15.4%
- Vol
- 13.6%
- Max DD
- -32.7%
- Sharpe
- 0.77
- 3Y win
- +65%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Edelweiss Focused Fund
Edelweiss Mutual Fund
- 1Y
- -1.3%
- 3Y
- +11.4%
- Vol
- 13.8%
- Max DD
- -17.1%
- Sharpe
- 0.65
- 3Y win
- +93%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Old Bridge Focused Fund
Old Bridge Mutual Fund
- 1Y
- +14.1%
- 3Y
- n/a
- Vol
- 16.2%
- Max DD
- -18.9%
- Sharpe
- 0.49
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Franklin India Focused Equity Fund
Franklin Templeton Mutual Fund
- 1Y
- -8.6%
- 3Y
- +7.3%
- Vol
- 16.1%
- Max DD
- -37.7%
- Sharpe
- 0.70
- 3Y win
- +71%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Lower trailing returns