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MF_118421

Bandhan Focused Fund - Direct Plan - Growth

Equity Scheme - Focused Fund

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End Amount
₹50,429.30
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.41%
MF_118421 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.21%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.47
Risk-Adjusted Return
Sortino Ratio
0.69
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 51% 27% 22%
60 days 54% 17% 15%
90 days 53% 14% 12%
180 days 52% 11% 8%
1Yr 51% 8% 6%
3Yr 50% 4% 2%
5Yr 57% 2% 2%
7Yr 33% 1% 1%
10Yr 69% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Bandhan Focused Fund - Direct Plan - Growth Nifty 50
30 days -43.0% | -66.9% | 17.9% | 196.3% 26.6% | -61.9% | 14.2% | 180.7%
60 days -25.4% | -54.0% | 17.8% | 124.9% -23.0% | -45.3% | 16.7% | 120.0%
90 days -19.1% | -43.6% | 16.0% | 94.2% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.5% | -15.6% | 13.0% | 51.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 14.5% | 1.1% | 15.0% | 22.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.2% | 5.4% | 13.8% | 22.8% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 14.0% | 8.4% | 13.1% | 16.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.2% | 11.5% | 14.0% | 15.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 Oct. 29, 2013 281 days 14% Nifty 50: 12% 10106 8663 10110
Jan. 15, 2014 March 6, 2014 50 days 5% Nifty 50: 5% 10375 9854 10435
Sept. 8, 2014 Oct. 31, 2014 53 days 5% Nifty 50: 5% 13355 12659 13590
Nov. 28, 2014 Jan. 17, 2015 50 days 5% Nifty 50: 6% 14011 13259 14075
March 3, 2015 Sept. 3, 2016 550 days 23% Nifty 50: 22% 14834 11438 14942
Sept. 8, 2016 Feb. 4, 2017 149 days 12% Nifty 50: 12% 14998 13173 15010
Jan. 23, 2018 Feb. 19, 2020 757 days 20% Nifty 50: 9% 22170 17705 22237
Feb. 20, 2020 Oct. 9, 2020 232 days 38% Nifty 50: 37% 22272 13910 22357
Feb. 15, 2021 June 3, 2021 108 days 10% Nifty 50: 6% 27068 24463 27272
Oct. 18, 2021 Jan. 4, 2022 78 days 7% Nifty 50: 10% 31491 29155 31540
Jan. 17, 2022 June 6, 2023 505 days 20% Nifty 50: 16% 32352 25803 32392
Sept. 15, 2023 Nov. 14, 2023 60 days 6% Nifty 50: 7% 35251 33132 35281
Feb. 19, 2024 April 1, 2024 42 days 5% Nifty 50: 1% 41277 39038 41308
July 4, 2024 Aug. 17, 2024 44 days 5% Nifty 50: 1% 46961 44570 47422
Sept. 23, 2024 Dec. 3, 2024 71 days 8% Nifty 50: 10% 52234 48140 53232
Dec. 11, 2024 Oct. 29, 2025 322 days 18% Nifty 50: 10% 53416 43904 53671
Oct. 29, 2025 Sept. 4, 2026 310 days 15% Nifty 50: 14% 53671 45671 53693
Sept. 23, 2026 Oct. 30, 2026 37 days 9% Nifty 50: 5% 55100 50201 50429