MonitorDirect · Growth
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND
- NAV
- 15.1911
- 15 Sept 2026
- 1Y
- +0.5%
- Trailing CAGR
- AUM
- ₹122.03 Cr
- 31 Aug 2026
- Volatility
- High
- 18.2% 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+0.5%
- 3Y+9.5%
- 5Yn/a
- 10Yn/a
- SI+11.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.0%
- 3Y+0.9%
- 5Yn/a
- 10Yn/a
- Since inception
- +11.7%
- Calendar-day CAGR
- Excess 1Y
- -5.2%
- Category median, same plan and option
- 3Y win rate
- +87%
- Windows beating the median
- 3Y percentile
- 59
- Vs comparable share classes
- Worst rolling 3Y
- +9.5%
- 256 daily-ending windows
- Median rolling 3Y
- +15.9%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +0.9%
- 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
- 8 days
- 42 recovered episodes
- Longest recovery
- 66 days
- Trough to prior peak
- Current spell
- 714 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
27 Sept 2024 – open
Trough 7 Apr 2025 · not recovered
-31.7%
7 Nov 2022 – 2 Jun 2023
Trough 28 Mar 2023 · recovered in 66 days
-13.4%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-9.8%
31 Jul 2024 – 30 Aug 2024
Trough 6 Aug 2024 · recovered in 24 days
-7.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
59
Vs category
18
Consistency
68
Risk-adjusted
46
Drawdown
21
Mean
42
Portfolio
31 Aug 2026 · 32 holdings · top 10 are 49.2%.
- Top 5
- 26.0%
- Top 10
- 49.2%
- Largest holding
- 6.0%
- Effective holdings
- 25.8
Laurus Labs Ltd
Healthcare
6.0%
Multi Commodity Exchange Of India Ltd
Financial
5.9%
Shriram Transport Finance Company Ltd
Financial
5.3%
Hindalco Industries Ltd
Materials
5.1%
Tata Steel Ltd
Materials
4.8%
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 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 87% of rolling 3-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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 Nifty Next 50 Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- +3.1%
- 3Y
- +15.7%
- Vol
- 17.5%
- Max DD
- -26.3%
- Sharpe
- 0.59
- 3Y win
- +100%
- 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
Caveat: Lower 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
Caveat: Lower trailing returns