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MF_118479

BANDHAN Large Cap Fund-Direct Plan-Growth

Equity Scheme - Large Cap Fund

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End Amount
₹50,640.71
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.44%
MF_118479 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.24%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.94
Volatility vs Benchmark
Sharpe Ratio
0.46
Risk-Adjusted Return
Sortino Ratio
0.68
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% 12% 13%
60 days 56% 8% 8%
90 days 55% 7% 7%
180 days 54% 5% 5%
1Yr 50% 4% 3%
3Yr 52% 2% 1%
5Yr 44% 1% 1%
7Yr 43% 1% 1%
10Yr 69% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANDHAN Large Cap Fund-Direct Plan-Growth Nifty 50
30 days 12.6% | -63.5% | 17.5% | 177.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -27.0% | -47.7% | 18.3% | 117.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -22.2% | -38.9% | 17.0% | 92.4% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.3% | -13.3% | 12.1% | 49.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.2% | 2.6% | 13.6% | 22.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.2% | 5.1% | 13.6% | 22.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.6% | 8.2% | 13.5% | 16.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.8% | 11.7% | 13.6% | 15.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 May 1, 2013 100 days 9% Nifty 50: 10% 10171 9243 10197
May 17, 2013 Oct. 18, 2013 154 days 14% Nifty 50: 14% 10471 8992 10530
Dec. 9, 2013 March 6, 2014 87 days 5% Nifty 50: 6% 10851 10279 10939
Sept. 8, 2014 Oct. 31, 2014 53 days 5% Nifty 50: 5% 13937 13180 14160
Nov. 28, 2014 Jan. 20, 2015 53 days 6% Nifty 50: 6% 14570 13653 14724
March 3, 2015 Aug. 31, 2016 547 days 22% Nifty 50: 22% 15291 11995 15370
Sept. 6, 2016 Feb. 11, 2017 158 days 11% Nifty 50: 11% 15677 13927 15685
Jan. 23, 2018 July 31, 2018 189 days 12% Nifty 50: 9% 20309 17843 20345
Aug. 28, 2018 Nov. 7, 2019 436 days 16% Nifty 50: 14% 20870 17613 20882
Feb. 19, 2020 Oct. 8, 2020 232 days 35% Nifty 50: 37% 21921 14217 22002
Feb. 15, 2021 May 29, 2021 103 days 8% Nifty 50: 6% 27546 25438 27655
Nov. 15, 2021 Jan. 11, 2022 57 days 8% Nifty 50: 8% 33286 30543 33286
Jan. 17, 2022 May 27, 2023 495 days 19% Nifty 50: 16% 33546 27032 33555
Sept. 15, 2023 Nov. 25, 2023 71 days 6% Nifty 50: 7% 36810 34437 36889
Sept. 26, 2024 Oct. 25, 2025 394 days 18% Nifty 50: 15% 53246 43688 53505
Jan. 2, 2026 Oct. 30, 2026 301 days 14% Nifty 50: 15% 54167 46429 50641