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MF_118491

BANDHAN Conservative Hybrid Fund-Direct Plan-Growth

Hybrid Scheme - Conservative Hybrid Fund

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End Amount
₹28,587.58
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.89%
MF_118491 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
2.90%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.25
Volatility vs Benchmark
Sharpe Ratio
0.39
Risk-Adjusted Return
Sortino Ratio
0.57
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 43% 22% 49%
60 days 39% 18% 30%
90 days 40% 16% 25%
180 days 38% 12% 18%
1Yr 32% 7% 12%
3Yr 20% 2% 7%
5Yr 8% 2% 6%
7Yr 3% 1% 6%
10Yr 0% 0% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANDHAN Conservative Hybrid Fund-Direct Plan-Growth Nifty 50
30 days -0.1% | -22.0% | 8.5% | 44.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -7.6% | -15.1% | 8.2% | 32.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -6.4% | -11.8% | 8.5% | 28.6% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 1.5% | 0.5% | 7.8% | 20.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 7.1% | 4.9% | 7.7% | 13.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 5.5% | 5.7% | 7.6% | 10.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 6.4% | 6.6% | 7.3% | 10.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 6.6% | 6.8% | 7.9% | 8.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 17, 2013 Jan. 11, 2014 239 days 7% Nifty 50: 14% 10486 9728 10533
Feb. 20, 2020 July 17, 2020 148 days 11% Nifty 50: 37% 19017 16852 19018
Jan. 17, 2022 Sept. 13, 2022 239 days 5% Nifty 50: 16% 22054 20940 22066