Bandhan Nifty 50 Index Fund
Direct · Growth ₹54.60
06 Jul 2026
NAV
13.1%
3Y CAGR
13.5%
5Y CAGR
13.2%
10Y CAGR
13.2%
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.
7.48
Sharpe
-37.6%
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.
NA
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 | ₹12.72 L | 14.8% | -58.4% | 91.8% |
| 3 Years | ₹36.00 L | ₹43.44 L | 13.0% | -20.2% | 32.4% |
| 5 Years | ₹60.00 L | ₹84.28 L | 13.6% | -7.5% | 22.6% |
| 7 Years | ₹84.00 L | ₹1.40 Cr | 13.7% | -2.0% | 19.3% |
| 10 Years | ₹1.20 Cr | ₹2.48 Cr | 13.9% | 10.8% | 16.9% |
| 12 Years | ₹1.44 Cr | ₹3.38 Cr | 13.2% | 10.9% | 14.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 14.8% | 14.5% | 9.2% | +0.3% |
| 3 Years | 13.0% | 11.2% | 12.6% | +1.8% |
| 5 Years | 13.6% | 10.4% | 14.1% | +3.1% |
| 7 Years | 13.7% | 10.6% | 14.3% | +3.1% |
| 10 Years | 13.9% | 11.5% | 13.8% | +2.4% |
| 12 Years | 13.2% | 11.4% | 13.1% | +1.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.2% | 12.1% | -32.1% | 94.9% | 0.48 | 1.28 | 85% | — | — |
| 3 Years | 13.1% | 13.3% | -4.4% | 31.8% | 1.43 | 6.75 | 99% | — | — |
| 5 Years | 13.5% | 13.5% | -1.1% | 25.9% | 1.80 | 10.18 | 100% | — | — |
| 10 Years | 13.2% | 13.2% | 10.5% | 15.2% | 7.48 | — | 100% | — | — |
-37.6%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.38
1Y
0.35
3Y
0.36
5Y
0.35
7Y
0.35
10Y
0.35
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.03 | 1.00 | 100.5% | 99.2% | 1.2% | 0.2% |
| 3 Years | +1.09 | 1.00 | 100.6% | 99.2% | 9.6% | 8.5% |
| 5 Years | +1.11 | 1.00 | 100.3% | 99.0% | 10.1% | 9.0% |
| 7 Years | +1.23 | 0.99 | 100.0% | 98.8% | 13.7% | 12.5% |
| 10 Years | +1.18 | 0.99 | 99.9% | 98.7% | 12.3% | 11.2% |
| 12 Years | +1.13 | 0.99 | 99.9% | 98.6% | 11.3% | 10.3% |
| 15 Years | +1.03 | 0.99 | 99.9% | 98.7% | 10.9% | 9.9% |