ReviewDirect · Growth
Bandhan Multi-Factor Fund
- NAV
- 9.401
- 15 Sept 2026
- 1Y
- -5.7%
- Trailing CAGR
- AUM
- ₹686.98 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.0% 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-5.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-4.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-13.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -4.1%
- Calendar-day CAGR
- Excess 1Y
- -10.8%
- 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
- 9 days
- 12 recovered episodes
- Longest recovery
- 33 days
- Trough to prior peak
- Current spell
- 216 days
- Days below latest peak
- Time below peak
- +92%
- NAV observations
11 Feb 2026 – open
Trough 15 Sept 2026 · not recovered
-13.7%
19 Sept 2025 – 29 Oct 2025
Trough 26 Sept 2025 · recovered in 33 days
-3.7%
2 Jan 2026 – 11 Feb 2026
Trough 21 Jan 2026 · recovered in 21 days
-3.2%
20 Aug 2025 – 16 Sept 2025
Trough 29 Aug 2025 · recovered in 18 days
-3.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
10
Vs category
0
Consistency
0
Risk-adjusted
0
Drawdown
66
Mean
15
Portfolio
31 Aug 2026 · 37 holdings · top 10 are 40.0%.
- Top 5
- 20.7%
- Top 10
- 40.0%
- Largest holding
- 4.3%
- Effective holdings
- 31.0
Axis Bank Ltd
Financial
4.3%
Polycab India Ltd
Industrials
4.1%
Suzlon Energy Ltd
Industrials
4.1%
Tata Steel Ltd
Materials
4.1%
Power Grid Corporation of India Ltd
Energy & Utilities
4.0%
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
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
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
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
360 ONE QUANT FUND
360 ONE Mutual Fund
- 1Y
- -5.1%
- 3Y
- +14.0%
- Vol
- 16.6%
- Max DD
- -22.4%
- Sharpe
- 0.65
- 3Y win
- +94%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Momentum Fund
Axis Mutual Fund
- 1Y
- -2.8%
- 3Y
- n/a
- Vol
- 16.8%
- Max DD
- -21.5%
- Sharpe
- -0.59
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Canara Robeco Manufacturing Fund
Canara Robeco Mutual Fund
- 1Y
- +7.0%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -24.2%
- Sharpe
- 0.64
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
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
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown