Bandhan Equity Savings Fund
Direct · Growth ₹36.66
03 Nov 2026
NAV
7.6%
3Y CAGR
7.5%
5Y CAGR
7.6%
10Y CAGR
7.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.94
Sharpe
-17.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.17%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.38 L | 7.6% | -26.4% | 27.4% |
| 3 Years | ₹36.00 L | ₹40.14 L | 7.6% | -6.3% | 12.9% |
| 5 Years | ₹60.00 L | ₹73.16 L | 7.6% | -1.4% | 10.0% |
| 7 Years | ₹84.00 L | ₹1.11 Cr | 8.1% | 6.8% | 9.3% |
| 10 Years | ₹1.20 Cr | ₹1.81 Cr | 8.0% | 7.3% | 8.5% |
| 12 Years | ₹1.44 Cr | ₹2.30 Cr | 7.6% | 7.2% | 7.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.6% | 6.9% |
| 3 Years | 7.6% | 9.2% |
| 5 Years | 7.6% | 9.3% |
| 7 Years | 8.1% | 9.2% |
| 10 Years | 8.0% | 9.2% |
| 12 Years | 7.6% | 9.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.6% | 7.2% | -11.6% | 34.3% | 0.26 | 0.52 | 98% | — | — |
| 3 Years | 7.6% | 7.7% | -0.6% | 14.7% | 0.64 | 1.32 | 100% | — | — |
| 5 Years | 7.5% | 7.4% | 2.4% | 12.8% | 0.78 | 2.28 | 100% | — | — |
| 10 Years | 7.6% | 7.6% | 7.1% | 7.8% | 6.94 | — | 100% | — | — |
-17.3%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-0.6%
Avg Drawdown
Calmar Ratio by Duration
0.44
1Y
0.44
3Y
0.44
5Y
0.44
7Y
0.44
10Y
0.43
12Y