InvestVerdict
BANDHAN EQUITY SAVINGS FUND
Direct Plan · Monthly IDCW · Equity Savings · Scheme code 118476
Fund houseBandhan Mutual Fund
CategoryEquity Savings
Plan & optionDirect · Monthly IDCW
History12.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.36 | 1.65 | -0.03 | -1.08 | -9.43 | -5.00 | -1.33 | -0.64 | -0.28 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Equity Savings category median |
— | — | — | 5.69 | 9.88 | 8.69 | — | 8.95 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 9.6% | -1.65 | -1.75 | 0.34 | -10.21% | -31.8% | 21.70 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 587 | -29.4% | 1.2% | 25.7% | 27% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.