ReviewDirect · Growth
Bandhan Nifty Alpha Low Volatility 30 Index Fund
- NAV
- 9.8747
- 15 Sept 2026
- 1Y
- -3.5%
- Trailing CAGR
- AUM
- ₹9.02 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.8% 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-3.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-0.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.9%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -0.1%
- Calendar-day CAGR
- Excess 1Y
- -7.0%
- 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
- 24 days
- 14 recovered episodes
- Longest recovery
- 126 days
- Trough to prior peak
- Current spell
- 43 days
- Days below latest peak
- Time below peak
- +95%
- NAV observations
23 Feb 2026 – 3 Aug 2026
Trough 30 Mar 2026 · recovered in 126 days
-13.4%
4 Feb 2025 – 23 Apr 2025
Trough 28 Feb 2025 · recovered in 54 days
-9.8%
3 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-7.3%
6 Jan 2026 – 18 Feb 2026
Trough 2 Feb 2026 · recovered in 16 days
-5.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
15
Vs category
6
Consistency
12
Risk-adjusted
7
Drawdown
66
Mean
21
Portfolio
31 Aug 2026 · 31 holdings · top 10 are 39.5%.
- Top 5
- 20.6%
- Top 10
- 39.5%
- Largest holding
- 4.6%
- Effective holdings
- 29.2
Torrent Pharmaceuticals Ltd
Healthcare
4.6%
Bajaj Auto Ltd
Consumer Discretionary
4.2%
Apollo Hospitals Enterprise Ltd
Healthcare
4.0%
Nestle India Ltd
Consumer Staples
3.9%
NTPC Ltd
Energy & Utilities
3.9%
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
- 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.
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
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
Nippon India Nifty India Manufacturing Index Fund
Nippon India Mutual Fund
- 1Y
- +4.4%
- 3Y
- n/a
- Vol
- 15.1%
- Max DD
- -12.1%
- Sharpe
- 0.32
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.1%
- 3Y
- +7.0%
- Vol
- 1.1%
- Max DD
- -0.7%
- Sharpe
- 1.65
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.3%
- Vol
- 1.4%
- Max DD
- -3.5%
- Sharpe
- 0.87
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns