InvestVerdict
BANDHAN MULTI CAP FUND
Regular Plan · IDCW · Multi Cap · Scheme code 149302
Fund houseBandhan Mutual Fund
CategoryMulti Cap
Plan & optionRegular · IDCW
History4.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.25 | 4.24 | -2.34 | -1.39 | 7.89 | — | — | — | 9.55 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Multi Cap category median |
— | — | — | 8.94 | 15.63 | 14.21 | — | 14.31 | — |
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 | 13.8% | 0.10 | 0.13 | 0.98 | -1.17% | -27.5% | 86.47 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 56 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 |
|---|---|---|---|---|
| 186 | -11.5% | 9.1% | 44.1% | 33% |
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.