MonitorDirect · Growth
BANDHAN ULTRA SHORT TO SHORT TERM FUND
Bandhan Mutual FundIncome/Debt Oriented Schemes - Ultra Short to Short Term Fund13.7 years
- NAV
- 42.5458
- 15 Sept 2026
- 1Y
- +6.3%
- Trailing CAGR
- AUM
- ₹6,583.25 Cr
- 31 Aug 2026
- Volatility
- Low
- 0.7% 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+6.3%
- 3Y+7.2%
- 5Y+6.4%
- 10Y+6.7%
- SI+7.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.4%
- 3Y+6.9%
- 5Y+6.9%
- 10Y+6.6%
- Since inception
- +7.4%
- Calendar-day CAGR
- Excess 1Y
- -0.3%
- Category median, same plan and option
- 3Y win rate
- +32%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +4.7%
- 2597 daily-ending windows
- Median rolling 3Y
- +7.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2114 daily-ending windows
- SIP 3Y XIRR
- +6.9%
- 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
- 3 days
- 182 recovered episodes
- Longest recovery
- 45 days
- Trough to prior peak
- Current spell
- 1 days
- Days below latest peak
- Time below peak
- +15%
- NAV observations
9 Mar 2020 – 27 Mar 2020
Trough 24 Mar 2020 · recovered in 3 days
-1.2%
2 May 2022 – 20 Jun 2022
Trough 6 May 2022 · recovered in 45 days
-0.5%
15 Jul 2013 – 12 Aug 2013
Trough 24 Jul 2013 · recovered in 19 days
-0.5%
3 Apr 2020 – 17 Apr 2020
Trough 9 Apr 2020 · recovered in 8 days
-0.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
48
Consistency
34
Risk-adjusted
100
Drawdown
97
Mean
56
Portfolio
31 Aug 2026 · 83 holdings · top 10 are 38.6%.
- Top 5
- 24.0%
- Top 10
- 38.6%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Debt
93.6%
Cash
6.4%
Sectors
Financial
91.7%
Unspecified
8.2%
Entities
0.1%
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
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS ULTRA SHORT TO SHORT TERM FUND - Weekly Option
Baroda BNP Paribas Mutual Fund
- 1Y
- +6.5%
- 3Y
- +7.4%
- Vol
- 0.5%
- Max DD
- -0.6%
- Sharpe
- 3.32
- 3Y win
- +85%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mahindra Manulife Ultra Short to Short Term Fund
Mahindra Manulife Mutual Fund
- 1Y
- +6.5%
- 3Y
- +7.4%
- Vol
- 0.6%
- Max DD
- -1.0%
- Sharpe
- 2.73
- 3Y win
- +77%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund)
Sundaram Mutual Fund
- 1Y
- +6.2%
- 3Y
- +7.3%
- Vol
- 0.5%
- Max DD
- -0.2%
- Sharpe
- 3.30
- 3Y win
- +57%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis Ultra Short to Short Term Fund
Axis Mutual Fund
- 1Y
- +6.4%
- 3Y
- +7.4%
- Vol
- 0.7%
- Max DD
- -1.5%
- Sharpe
- 3.49
- 3Y win
- +84%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Franklin India Ultra Short to Short Term Fund
Franklin Templeton Mutual Fund
- 1Y
- +6.7%
- 3Y
- n/a
- Vol
- 0.6%
- Max DD
- -0.1%
- Sharpe
- 3.61
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns