MonitorDirect · Growth
Bandhan Nifty 500 Momentum 50 Index Fund
- NAV
- 8.8658
- 15 Sept 2026
- 1Y
- +1.3%
- Trailing CAGR
- AUM
- ₹37.63 Cr
- 31 Aug 2026
- Volatility
- High
- 20.0% 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+1.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-6.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -6.2%
- Calendar-day CAGR
- Excess 1Y
- -4.1%
- 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
- 5 days
- 4 recovered episodes
- Longest recovery
- 14 days
- Trough to prior peak
- Current spell
- 638 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
16 Dec 2024 – open
Trough 7 Apr 2025 · not recovered
-29.2%
6 Nov 2024 – 5 Dec 2024
Trough 21 Nov 2024 · recovered in 14 days
-7.9%
30 Oct 2024 – 6 Nov 2024
Trough 4 Nov 2024 · recovered in 2 days
-0.7%
11 Dec 2024 – 16 Dec 2024
Trough 13 Dec 2024 · recovered in 3 days
-0.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
25
Vs category
24
Consistency
22
Risk-adjusted
1
Drawdown
27
Mean
20
Portfolio
31 Aug 2026 · 51 holdings · top 10 are 46.5%.
- Top 5
- 25.5%
- Top 10
- 46.5%
- Largest holding
- 5.7%
- Effective holdings
- 31.4
Multi Commodity Exchange Of India Ltd
Financial
5.7%
Laurus Labs Ltd
Healthcare
5.7%
Shriram Transport Finance Company Ltd
Financial
5.2%
Hindalco Industries Ltd
Materials
5.0%
Cummins India Ltd
Industrials
4.4%
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
- 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.
BANDHAN NIFTY 100 INDEX FUND
Bandhan Mutual Fund
- 1Y
- -5.2%
- 3Y
- +7.3%
- Vol
- 13.5%
- Max DD
- -17.3%
- Sharpe
- 0.34
- 3Y win
- +42%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund
Edelweiss Mutual Fund
- 1Y
- +6.2%
- 3Y
- n/a
- Vol
- 0.9%
- Max DD
- -0.5%
- Sharpe
- 2.48
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Nifty Auto Index Fund
ICICI Prudential Mutual Fund
- 1Y
- +0.7%
- 3Y
- +18.2%
- Vol
- 17.9%
- Max DD
- -28.3%
- Sharpe
- 0.91
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Nifty Midcap 150 Index Fund
ICICI Prudential Mutual Fund
- 1Y
- +3.6%
- 3Y
- +13.8%
- Vol
- 16.7%
- Max DD
- -21.1%
- Sharpe
- 0.66
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- +6.8%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 4.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns