MonitorDirect · GrowthWatch before adding
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND
- NAV
- 14.4904
- 27 Oct 2026
- 1Y
- -11.0%
- Trailing CAGR
- AUM
- ₹115.53 Cr
- 30 Sept 2026
- Volatility
- High
- 18.3% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 87% of rolling 3-year windows.
Prefer peers if · Prefer ICICI Prudential Nifty Auto Index Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Watch
4.1 years - usable, still building a track record.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.82% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -31.7%. Ask whether you can hold through a similar fall.
Vs category
Pass
87% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 50.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 32%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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-11.0%
- 3Y+8.1%
- 5Yn/a
- 10Yn/a
- SI+9.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-13.6%
- 3Y-5.0%
- 5Yn/a
- 10Yn/a
- Since inception
- +9.2%
- Calendar-day CAGR
- Excess 1Y
- -6.8%
- Category median, same plan and option
- 3Y win rate
- +87%
- Windows beating the median
- 3Y percentile
- 57
- Vs comparable share classes
- SIP 3Y XIRR
- -5.0%
- Simulated monthly SIP
- Worst rolling 3Y
- +6.8%
- 285 daily-ending windows
- Median rolling 3Y
- +15.7%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -31.7%
- Worst peak-to-trough
- Current
- -25.7%
- Below last peak
- Current spell
- 760 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 42 recovered episodes
- Longest recovery
- 66 days
- Trough to prior peak
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
57
Vs category
8
Consistency
67
Risk-adjusted
38
Drawdown
21
Mean
38
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
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.
Portfolio
30 Sept 2026 · 31 holdings · top 10 are 50.0%.
- Top 5
- 27.7%
- Top 10
- 50.0%
- Largest holding
- 6.5%
- Effective holdings
- 25.3
Laurus Labs Ltd
Healthcare
6.5%
Multi Commodity Exchange Of India Ltd
Financial
6.0%
Tata Steel Ltd
Materials
5.0%
Shriram Transport Finance Company Ltd
Financial
5.0%
Hindalco Industries Ltd
Materials
5.0%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
ICICI Prudential Nifty Auto Index Fund
ICICI Prudential Mutual Fund
- 1Y
- -6.4%
- 3Y
- +16.6%
- Vol
- 18.0%
- Max DD
- -28.3%
- Sharpe
- 0.76
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ICICI Prudential Nifty Midcap 150 Index Fund
ICICI Prudential Mutual Fund
- 1Y
- -4.5%
- 3Y
- +13.3%
- Vol
- 16.7%
- Max DD
- -21.1%
- Sharpe
- 0.52
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Kotak Nifty Next 50 Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- -2.6%
- 3Y
- +16.0%
- Vol
- 17.5%
- Max DD
- -26.3%
- Sharpe
- 0.49
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund
Edelweiss Mutual Fund
- 1Y
- +5.4%
- 3Y
- n/a
- Vol
- 0.9%
- Max DD
- -0.5%
- Sharpe
- 1.38
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- +6.5%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.2%
- Sharpe
- 2.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns