InvestVerdict
BANDHAN EQUITY SAVINGS FUND
Regular Plan · Quarterly IDCW · Equity Savings · Scheme code 143259
Fund houseBandhan Mutual Fund
CategoryEquity Savings
Plan & optionRegular · Quarterly IDCW
History3.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.07 | 0.92 | -0.99 | -1.98 | 0.74 | — | — | — | 0.75 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | — | — | — | 9.56 |
| Equity Savings category median |
— | — | — | 5.04 | 8.56 | 7.72 | — | 8.06 | — |
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 | 3.6% | -1.60 | -1.84 | 0.14 | -6.37% | -5.8% | 35.22 |
| Nifty 100 benchmark |
13.4% | 0.30 | 0.42 | — | — | -17.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 36 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 |
|---|---|---|---|---|
| 105 | -2.6% | 0.4% | 4.9% | 36% |
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.