Bandhan US specific Equity Active Fund of Funds
Direct · Growth ₹20.58
29 Oct 2026
NAV
23.5%
3Y CAGR
15.7%
5Y CAGR
18.9%
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.
10.31
Sharpe
-27.1%
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.
0.62%
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 | ₹13.29 L | 21.7% | -30.5% | 60.1% |
| 3 Years | ₹36.00 L | ₹51.46 L | 25.6% | 12.2% | 34.0% |
| 5 Years | ₹60.00 L | ₹1.01 Cr | 21.6% | 18.9% | 23.6% |
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 | 21.7% | 14.3% | 24.1% | +7.4% |
| 3 Years | 25.6% | 11.0% | 16.6% | +14.6% |
| 5 Years | 21.6% | 10.4% | 13.5% | +11.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.8% | 22.3% | -18.7% | 54.3% | 0.84 | 2.06 | 85% | — | — |
| 3 Years | 23.5% | 25.0% | 11.1% | 32.0% | 3.02 | — | 100% | — | — |
| 5 Years | 15.7% | 15.4% | 14.6% | 17.8% | 10.31 | — | 100% | — | — |
-27.1%
Max Drawdown
7 mo
Drawdown Duration
13 mo
Recovery Time
-6.8%
Avg Drawdown
Calmar Ratio by Duration
0.77
1Y
0.87
3Y
0.58
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.53 | 0.29 | 52.2% | 34.5% | 5.4% | -12.5% |
| 3 Years | +21.25 | 0.40 | 63.2% | 30.3% | 27.5% | 5.8% |
| 5 Years | +9.37 | 0.50 | 65.3% | 48.1% | 15.1% | 4.9% |
| 7 Years | +5.28 | 0.50 | 64.6% | 48.6% | 10.8% | 4.5% |
| 10 Years | +2.62 | 0.50 | 64.6% | 48.6% | 7.5% | 3.2% |
| 12 Years | +1.60 | 0.50 | 64.6% | 48.6% | 6.2% | 2.6% |
| 15 Years | +0.61 | 0.50 | 64.6% | 48.6% | 4.9% | 2.1% |