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MF_147946

BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH

Equity Scheme - Small Cap Fund

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End Amount
₹53,227.00
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
28.44%
MF_147946 Return
Benchmark CAGR
12.04%
Nifty 50
Inflation Adj. CAGR
22.53%
Real Annualized Return
Alpha
0.17
Excess Return vs Benchmark
Beta
0.78
Volatility vs Benchmark
Sharpe Ratio
1.17
Risk-Adjusted Return
Sortino Ratio
2.16
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 65% 65% 41%
60 days 66% 47% 23%
90 days 67% 41% 17%
180 days 68% 34% 9%
1Yr 75% 25% 5%
3Yr 100% 16% 0%
5Yr 100% 14% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH Nifty 50
30 days -53.4% | -70.6% | 40.2% | 310.2% 26.6% | -59.3% | 14.9% | 216.8%
60 days -37.4% | -53.7% | 33.2% | 200.0% -23.0% | -41.6% | 16.0% | 144.1%
90 days -21.9% | -39.2% | 34.0% | 165.4% -25.0% | -31.2% | 17.1% | 122.9%
1 Year 1.0% | -5.4% | 23.1% | 104.2% -10.0% | -6.1% | 11.7% | 63.1%
3 Years 21.6% | 23.4% | 31.2% | 37.1% 7.7% | 6.7% | 14.7% | 27.1%
5 Years 18.0% | 18.4% | 27.4% | 39.9% 6.4% | 5.9% | 14.7% | 24.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 11 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 26, 2020 June 20, 2020 115 days 18% Nifty 50: 35% 10000 8190 10060
Sept. 16, 2020 Nov. 7, 2020 52 days 7% Nifty 50: 7% 12970 12010 12970
March 4, 2021 April 27, 2021 54 days 6% Nifty 50: 5% 17090 16040 17120
Aug. 3, 2021 Sept. 4, 2021 32 days 6% Nifty 50: 0% 22870 21610 22880
Oct. 18, 2021 June 14, 2023 604 days 24% Nifty 50: 16% 24860 18810 24899
Oct. 17, 2023 Nov. 11, 2023 25 days 6% Nifty 50: 5% 30830 29025 31139
Feb. 7, 2024 April 4, 2024 57 days 10% Nifty 50: 1% 38605 34630 38611
Sept. 24, 2024 Dec. 3, 2024 70 days 9% Nifty 50: 10% 52708 47784 52714
Dec. 11, 2024 Nov. 1, 2025 325 days 23% Nifty 50: 10% 53024 40946 53059
Nov. 3, 2025 May 6, 2026 184 days 16% Nifty 50: 13% 53059 44631 53541
Sept. 23, 2026 Oct. 30, 2026 37 days 8% Nifty 50: 5% 58119 53227 53227