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MF_118419

Bandhan Large & Mid Cap Fund - Direct Plan - Growth

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹68,463.56
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.92%
MF_118419 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.60%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.59
Risk-Adjusted Return
Sortino Ratio
0.84
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 56% 24% 19%
60 days 59% 17% 12%
90 days 61% 14% 10%
180 days 64% 11% 6%
1Yr 66% 9% 5%
3Yr 75% 7% 3%
5Yr 72% 5% 1%
7Yr 99% 3% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Bandhan Large & Mid Cap Fund - Direct Plan - Growth Nifty 50
30 days -24.1% | -64.3% | 24.1% | 192.3% 26.6% | -61.9% | 14.2% | 180.7%
60 days -34.8% | -48.2% | 20.9% | 127.9% -23.0% | -45.3% | 16.7% | 120.0%
90 days -23.3% | -38.4% | 18.5% | 104.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -3.8% | -13.5% | 13.5% | 64.2% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 16.7% | -1.3% | 17.6% | 29.7% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 14.6% | 4.8% | 15.6% | 30.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 18.1% | 8.7% | 15.4% | 20.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 15.2% | 13.9% | 17.1% | 18.8% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 14, 2013 Dec. 27, 2013 347 days 15% Nifty 50: 11% 10120 8558 10146
Jan. 23, 2014 March 6, 2014 42 days 5% Nifty 50: 5% 10226 9664 10264
July 4, 2014 Aug. 20, 2014 47 days 6% Nifty 50: 4% 12256 11541 12260
Sept. 8, 2014 Oct. 31, 2014 53 days 6% Nifty 50: 5% 12820 12007 12838
Dec. 4, 2014 Jan. 17, 2015 44 days 7% Nifty 50: 6% 13629 12669 13659
April 9, 2015 July 2, 2016 450 days 19% Nifty 50: 20% 14951 12071 14985
Oct. 25, 2016 Feb. 2, 2017 100 days 11% Nifty 50: 9% 16742 14970 16763
Jan. 23, 2018 Jan. 17, 2020 724 days 15% Nifty 50: 9% 22458 19047 22495
Feb. 20, 2020 Nov. 14, 2020 268 days 39% Nifty 50: 37% 22787 14004 23074
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 26470 24857 26522
March 3, 2021 May 8, 2021 66 days 6% Nifty 50: 6% 28265 26587 28278
Oct. 18, 2021 Jan. 13, 2022 87 days 10% Nifty 50: 10% 35544 32079 35579
Jan. 17, 2022 Sept. 10, 2022 236 days 18% Nifty 50: 16% 35758 29224 35788
Sept. 14, 2022 Oct. 29, 2022 45 days 6% Nifty 50: 7% 35990 33810 36288
Dec. 14, 2022 May 27, 2023 164 days 9% Nifty 50: 9% 37734 34446 37784
March 4, 2024 April 2, 2024 29 days 6% Nifty 50: 3% 55295 51831 55510
Sept. 26, 2024 Oct. 18, 2025 387 days 18% Nifty 50: 15% 70356 57726 70538
Nov. 17, 2025 May 7, 2026 171 days 13% Nifty 50: 14% 72072 62837 72217
May 7, 2026 July 4, 2026 58 days 5% Nifty 50: 5% 72217 68404 72240
Aug. 31, 2026 Oct. 30, 2026 60 days 8% Nifty 50: 8% 73453 67268 68464